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iShares National Muni Bond ETF
MUB

Overview Fund Activity

872 hedge funds and large institutions have $13.5B invested in iShares National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 445 increasing their positions, 211 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
+32
Holders Change %
+3.81%
% of All Funds
17.64%
Holding in Top 10
90
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.88%
% of All Funds
1.82%
New
86
Increased
445
Reduced
211
Closed
43
Calls
$13.4M
Puts
$50.5M
Net Calls
-$37M
Net Calls Change
-$201M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.54B
2
CCFM
Clear Creek Financial Management
Washington
$98.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$623M
4
Creative Planning
Creative Planning
Kansas
$656M
5
Betterment LLC
Betterment LLC
New York
$684M

Top Sellers

1
Jane Street
Jane Street
New York
$105M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$84.4M
3
Lazard Asset Management
Lazard Asset Management
New York
$34.9M
4
Franklin Resources
Franklin Resources
California
$42M
5
Citadel Advisors
Citadel Advisors
Florida
$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
301
Colorado Capital Management
Colorado
$2.81M -$269K -2,321 -9%
SBSB
302
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.81M -$35.8K -309 -1%
SF
303
Summit Financial
New Jersey
$2.79M +$133K +1,146 +5%
GI
304
Gradient Investments
Minnesota
$2.79M +$887K +7,649 +47%
Cetera Investment Advisers
305
Cetera Investment Advisers
Illinois
$2.79M +$1.11M +9,584 +66%
LWANC
306
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.78M +$324K +2,796 +13%
VA
307
Valmark Advisers
Ohio
$2.78M +$761K +6,567 +38%
PP
308
PDS Planning
Ohio
$2.77M +$88.5K +763 +3%
RPGK
309
Retirement Planning Group (Kansas)
Kansas
$2.74M +$119K +1,030 +5%
RWM
310
Ritholtz Wealth Management
New York
$2.72M – – –
WLIM
311
White Lighthouse Investment Management
Massachusetts
$2.72M -$83.5K -720 -3%
FNBOSM
312
First National Bank of South Miami
Florida
$2.71M -$208K -1,792 -7%
GIM
313
Greenwich Investment Management
Connecticut
$2.7M -$271K -2,335 -9%
TA
314
Tiedemann Advisors
New York
$2.7M – – –
CPO
315
Cerity Partners OCIO
New York
$2.69M +$80.4K +694 +3%
AWMG
316
Alliance Wealth Management Group
New Jersey
$2.62M +$157K +1,356 +6%
FTUS
317
Flow Traders U.S.
New York
$2.58M +$1.75M +15,120 +211%
BCP
318
Blue Chip Partners
Michigan
$2.58M +$348 +3 +0%
PCMC
319
Paragon Capital Management (Colorado)
Colorado
$2.56M -$9.62K -83 -0.4%
LFS
320
Legacy Financial Strategies
Kansas
$2.54M +$1.82M +15,740 +254%
MA
321
Mutual Advisors
Nebraska
$2.54M -$2.26M -19,508 -47%
PA
322
Pinnacle Associates
New York
$2.54M +$66.2K +571 +3%
CFGS
323
Concourse Financial Group Securities
Alabama
$2.53M +$181K +1,563 +8%
MFG
324
Menard Financial Group
Texas
$2.53M -$10.4M -89,495 -80%
MGI
325
MayTech Global Investments
New York
$2.52M – – –
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