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iShares National Muni Bond ETF
MUB

Overview Fund Activity

597 hedge funds and large institutions have $8.76B invested in iShares National Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 227 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+90
Holders Change %
+17.75%
% of All Funds
13.32%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.16%
New
136
Increased
227
Reduced
161
Closed
38
Calls
$2.97M
Puts
$3.35M
Net Calls
-$381K
Net Calls Change
+$2.53M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$812M
2
OWM
Orgel Wealth Management
Wisconsin
+$149M
3
Creative Planning
Creative Planning
Kansas
+$134M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$113M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$100M

Top Sellers

1
BlackRock
BlackRock
New York
-$279M
2
CWM
Cornerstone Wealth Management
Missouri
-$147M
3
UBS Group
UBS Group
Switzerland
-$89.3M
4
RWP
RWA Wealth Partners
Massachusetts
-$64.5M
5
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$48.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWMA
301
Ironwood Wealth Management (Arizona)
Arizona
$1.09M +$402K +3,681 +58%
WCF
302
West Coast Financial
California
$1.09M -$17K -156 -2%
SPC
303
Sigma Planning Corp
Michigan
$1.09M +$38K +348 +4%
BRWM
304
B. Riley Wealth Management
Tennessee
$1.08M +$1.08M +9,875 New
NCMW
305
Northern Capital Management (Wisconsin)
Wisconsin
$1.07M +$286K +2,625 +37%
CBU
306
CIBC Bank USA
Illinois
$1.06M – – –
SAS
307
Sage Advisory Services
Texas
$1.04M +$158K +1,452 +18%
AWA
308
Arete Wealth Advisors
Illinois
$1.04M -$235K -2,153 -18%
FAM
309
Flaharty Asset Management
Florida
$1.04M +$135K +1,236 +15%
CCG
310
Chatham Capital Group
Georgia
$1.03M – – –
CAMG
311
CWA Asset Management Group
Florida
$1.03M +$80.2K +736 +8%
MFG
312
Magnus Financial Group
New York
$1.03M +$1.03M +9,416 New
FFS
313
Founders Financial Securities
Maryland
$1.02M +$16.5K +151 +2%
HI
314
Horizon Investments
North Carolina
$1.02M +$16.5K +151 +2%
WTC
315
WhitTier Trust Company
Nevada
$993K -$681K -6,246 -41%
FPGK
316
Financial Partners Group (Kansas)
Kansas
$986K +$986K +9,039 New
CAM
317
Caprin Asset Management
Virginia
$978K +$918K +8,419 +1,531%
BWP
318
BSW Wealth Partners
Colorado
$967K +$393K +3,608 +69%
SVWA
319
Sound View Wealth Advisors
Georgia
$966K +$966K +8,862 New
MA
320
Mutual Advisors
Nebraska
$962K +$35.3K +324 +4%
OC
321
Oppenheimer & Co
New York
$957K -$30.3K -278 -3%
LNC
322
Lincoln National Corp
Pennsylvania
$953K -$490K -4,493 -34%
TC
323
Trust Company
Kansas
$951K +$242K +2,224 +34%
BPA
324
Beacon Pointe Advisors
California
$938K +$938K +8,602 New
OFG
325
Oxford Financial Group
Indiana
$937K -$262K -2,401 -22%
11 12
13
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