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iShares National Muni Bond ETF
MUB

Overview Fund Activity

840 hedge funds and large institutions have $12.6B invested in iShares National Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 363 increasing their positions, 245 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
+24
Holders Change %
+2.94%
% of All Funds
17.27%
Holding in Top 10
85
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.3%
% of All Funds
1.75%
New
100
Increased
363
Reduced
245
Closed
69
Calls
$217M
Puts
$53.6M
Net Calls
+$164M
Net Calls Change
+$176M

Top Buyers

1
Jane Street
Jane Street
New York
$230M
2
Financial Engines Advisors
Financial Engines Advisors
California
$190M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$176M
4
Creative Planning
Creative Planning
Kansas
$577M
5
Ameriprise
Ameriprise
Minnesota
$181M

Top Sellers

1
SPC
Silver Point Capital
Connecticut
$0
2
HHGA
Halbert Hargrove Global Advisors
California
$5.31M
3
Osaic Holdings
Osaic Holdings
Arizona
$67.6M
4
Lazard Asset Management
Lazard Asset Management
New York
$38.2M
5
AC
Athanor Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
301
Bragg Financial Advisors
North Carolina
$2.68M -$724K -6,271 -21%
PP
302
PDS Planning
Ohio
$2.67M +$136K +1,182 +5%
SF
303
Summit Financial
New Jersey
$2.65M -$387K -3,356 -13%
RPGK
304
Retirement Planning Group (Kansas)
Kansas
$2.61M +$59.2K +513 +2%
CPO
305
Cerity Partners OCIO
New York
$2.59M +$149K +1,292 +6%
DC
306
Derby & Company
Massachusetts
$2.58M +$391K +3,392 +18%
BCP
307
Blue Chip Partners
Michigan
$2.56M -$13.3K -115 -0.5%
PCMC
308
Paragon Capital Management (Colorado)
Colorado
$2.56M -$185K -1,603 -7%
MGI
309
MayTech Global Investments
New York
$2.5M – – –
3AM
310
3D Asset Management
Connecticut
$2.49M -$4.4M -38,144 -64%
GBT
311
Grove Bank & Trust
Florida
$2.49M +$145K +1,256 +6%
KCM
312
Kanawha Capital Management
Virginia
$2.49M -$83.4K -723 -3%
DIA
313
Dean Investment Associates
Ohio
$2.46M -$37.5K -325 -2%
PA
314
Pinnacle Associates
New York
$2.46M +$36.6K +317 +2%
AWMG
315
Alliance Wealth Management Group
New Jersey
$2.45M -$274K -2,375 -10%
LWANC
316
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.45M -$132K -1,148 -5%
AFP
317
Ausdal Financial Partners
Iowa
$2.44M +$149K +1,287 +6%
GRP
318
Global Retirement Partners
California
$2.44M -$262K -2,272 -10%
AAS
319
Avantax Advisory Services
Texas
$2.41M -$2.05M -17,782 -46%
EA
320
Efficient Advisors
Ohio
$2.4M -$109K -948 -4%
FAIM
321
Financial Advocates Investment Management
Washington
$2.35M +$118K +1,028 +5%
CFGS
322
Concourse Financial Group Securities
Alabama
$2.34M +$622K +5,393 +36%
RFO
323
RiverGlades Family Offices
Florida
$2.33M -$72.1K -625 -3%
PTC
324
Philadelphia Trust Company
Pennsylvania
$2.27M -$57.1K -495 -2%
CCM
325
Coldstream Capital Management
Washington
$2.24M -$627K -5,436 -22%
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