MUB icon

iShares National Muni Bond ETF

816 hedge funds and large institutions have $10.9B invested in iShares National Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 332 increasing their positions, 264 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
18.03%
Holding in Top 10
87
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+33.85%
% of All Funds
1.92%
New
102
Increased
332
Reduced
264
Closed
71
Calls
$11M
Puts
$23.6M
Net Calls
-$12.6M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
301
Financial Advocates Investment Management
Washington
$2.19M -$247K -2,189 -10%
TCM
302
Twele Capital Management
Minnesota
$2.19M +$7.46K +66 +0.3%
SVWAG
303
Sound View Wealth Advisors Group
Georgia
$2.18M +$164K +1,450 +8%
HSA
304
HBK Sorce Advisory
Pennsylvania
$2.14M +$4.75K +42 +0.2%
DC
305
Derby & Company
Massachusetts
$2.14M +$2.14M +18,967 New
Manulife (Manufacturers Life Insurance)
306
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.14M +$277K +2,448 +15%
WFPG
307
Waller Financial Planning Group
Ohio
$2.12M +$2.12M +18,774 New
FWP
308
FAS Wealth Partners
Kansas
$2.11M -$685K -6,060 -24%
TIA
309
Traphagen Investment Advisors
New Jersey
$2.11M -$2.57M -22,703 -55%
HCM
310
Hollencrest Capital Management
California
$2.1M -$488K -4,316 -19%
FWM
311
FFT Wealth Management
Pennsylvania
$2.08M +$31.4K +278 +2%
KCM
312
Kathmere Capital Management
Pennsylvania
$2.05M +$734K +6,492 +56%
CA
313
Cumberland Advisors
Florida
$2.05M
GL
314
Graypoint LLC
New York
$2.03M +$2.03M +18,000 New
VA
315
Valmark Advisers
Ohio
$2.03M -$189K -1,670 -9%
KFA
316
Kays Financial Advisory
Georgia
$2M +$452 +4 +0%
CM
317
Columbus Macro
Pennsylvania
$1.99M +$222K +1,962 +13%
RVPG
318
Relative Value Partners Group
$1.96M +$734K +6,499 +60%
EH
319
Equitable Holdings
New York
$1.96M +$366K +3,235 +23%
SA
320
Sunesis Advisors
Kansas
$1.95M
CT
321
Columbia Trust
Oregon
$1.95M +$102K +906 +6%
CS
322
Comerica Securities
Michigan
$1.93M -$311K -2,754 -14%
TC
323
Telemus Capital
Michigan
$1.9M +$518K +4,498 +37%
OC
324
Oppenheimer & Co
New York
$1.89M +$512K +4,533 +37%
MA
325
MCF Advisors
Kentucky
$1.88M -$92.1K -815 -5%