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iShares National Muni Bond ETF
MUB

Overview Fund Activity

991 hedge funds and large institutions have $15.5B invested in iShares National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 487 increasing their positions, 194 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+119
Holders Change %
+13.65%
% of All Funds
17.58%
Holding in Top 10
100
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+11.11%
% of All Funds
1.77%
New
166
Increased
487
Reduced
194
Closed
32
Calls
$5.36M
Puts
$9.35M
Net Calls
-$4M
Net Calls Change
+$33M

Top Buyers

1
BlackRock
BlackRock
New York
$206M
2
US Bancorp
US Bancorp
Minnesota
$342M
3
Betterment LLC
Betterment LLC
New York
$828M
4
Creative Planning
Creative Planning
Kansas
$797M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$355M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$363M
2
CCFM
Clear Creek Financial Management
Washington
$0
3
Ameriprise
Ameriprise
Minnesota
$108M
4
Lazard Asset Management
Lazard Asset Management
New York
$35.8M
5
MNG
Manning & Napier Group
New York
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
301
Corbenic Partners
Pennsylvania
$3.35M +$36.2K +309 +1%
DP
302
Denver PWM
Colorado
$3.3M +$73.3K +626 +2%
AA
303
Auxano Advisors
Washington
$3.28M – – –
BAM
304
Barrett Asset Management
New York
$3.28M +$2.05M +17,475 +166%
AWM
305
Avior Wealth Management
Nebraska
$3.27M +$1.37M +11,704 +72%
SYBT
306
Stock Yards Bank & Trust
Kentucky
$3.26M +$1.47M +12,536 +82%
AA
307
Alesco Advisors
New York
$3.26M +$89.1K +760 +3%
AAS
308
Avantax Advisory Services
Texas
$3.24M -$8.39M -71,629 -72%
MI
309
Moneywise Inc
Virginia
$3.22M -$84.8K -724 -3%
BSSFA
310
Baron Silver Stevens Financial Advisors
Florida
$3.21M +$3.21M +27,384 New
CIA
311
Capital Investment Advisors
Georgia
$3.18M +$40.7K +347 +1%
MPM
312
Meritage Portfolio Management
Kansas
$3.17M +$2.95M +25,207 +1,344%
GP
313
Girard Partners
Pennsylvania
$3.15M +$257K +2,197 +9%
MGI
314
MayTech Global Investments
New York
$3.14M +$598K +5,100 +24%
SWM
315
Sugarloaf Wealth Management
Georgia
$3.07M +$87.7K +748 +3%
SP
316
SWS Partners
Ohio
$3.02M -$234 -2 -0%
LWANC
317
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.02M +$203K +1,730 +7%
GSC
318
G&S Capital
Colorado
$2.98M -$629K -5,369 -17%
CS
319
Comerica Securities
Michigan
$2.95M -$63.5K -542 -2%
KP
320
Keel Point
Alabama
$2.92M +$19.5K +166 +0.7%
VWM
321
Venturi Wealth Management
Texas
$2.9M +$571K +4,869 +24%
EH
322
Equitable Holdings
New York
$2.87M -$111K -944 -4%
PP
323
PDS Planning
Ohio
$2.87M +$70.5K +602 +3%
OC
324
Oppenheimer & Co
New York
$2.86M +$738K +6,294 +35%
VA
325
Valmark Advisers
Ohio
$2.86M +$52.7K +450 +2%
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