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iShares National Muni Bond ETF
MUB

Overview Fund Activity

799 hedge funds and large institutions have $11.2B invested in iShares National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 366 increasing their positions, 154 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
+128
Holders Change %
+19.08%
% of All Funds
15.78%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.28%
New
167
Increased
366
Reduced
154
Closed
30
Calls
$2.02M
Puts
$2.75M
Net Calls
-$730K
Net Calls Change
+$1.68M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.55B
2
Betterment LLC
Betterment LLC
New York
$759M
3
BlackRock
BlackRock
New York
$544M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$83.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$631M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$594M
2
Barclays
Barclays
United Kingdom
$0
3
Wells Fargo
Wells Fargo
California
$350M
4
Lazard Asset Management
Lazard Asset Management
New York
$38.2M
5
MNG
Manning & Napier Group
New York
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
301
FFT Wealth Management
Pennsylvania
$2.07M +$717K +6,291 +53%
CA
302
Cumberland Advisors
Florida
$2.06M – – –
SVWAG
303
Sound View Wealth Advisors Group
Georgia
$2.04M +$456K +4,000 +29%
KFA
304
Kays Financial Advisory
Georgia
$2.01M +$16.6K +146 +0.8%
MA
305
MCF Advisors
Kentucky
$1.99M +$65.3K +573 +3%
OAM
306
Occidental Asset Management
California
$1.98M +$36.1K +317 +2%
AA
307
Alesco Advisors
New York
$1.97M -$10.3K -90 -0.5%
SA
308
Sunesis Advisors
Kansas
$1.97M – – –
WWM
309
Windsor Wealth Management
Indiana
$1.91M +$881K +7,731 +85%
EA
310
Evergreen Advisors
Tennessee
$1.91M -$64.7K -568 -3%
SCM
311
Smith Capital Management
Arkansas
$1.89M +$692K +6,075 +58%
ST
312
Spinnaker Trust
Maine
$1.88M – – –
PMFA
313
Plante Moran Financial Advisors
Michigan
$1.88M -$1.64M -14,374 -47%
AI
314
Atria Investments
North Carolina
$1.88M -$347K -3,046 -16%
Manulife (Manufacturers Life Insurance)
315
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.87M +$835K +7,327 +80%
SW
316
SteelPeak Wealth
California
$1.87M +$1.87M +16,416 New
CT
317
Columbia Trust
Oregon
$1.86M +$1.86M +16,336 New
PP
318
PDS Planning
Ohio
$1.86M -$41.7K -366 -2%
PAG
319
Pinnacle Advisory Group
Maryland
$1.86M +$24K +211 +1%
FAM
320
Flaharty Asset Management
Florida
$1.83M – – –
XF
321
XML Financial
Maryland
$1.82M +$1.82M +15,978 New
VCM
322
Verde Capital Management
Michigan
$1.81M +$1.81M +15,860 New
CM
323
Columbus Macro
Pennsylvania
$1.79M -$36.9K -324 -2%
CC
324
Cypress Capital
Tennessee
$1.75M +$1.75M +15,375 New
AAM
325
Autus Asset Management
Arizona
$1.73M -$3.42K -30 -0.2%
11 12
13
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