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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 %
AA
326
Alesco Advisors
New York
$2.23M +$739K +6,405 +50%
CA
327
Calton & Associates
Florida
$2.23M +$1.24M +10,763 +126%
SVWAG
328
Sound View Wealth Advisors Group
Georgia
$2.2M -$30.5K -264 -1%
CA
329
Cumberland Advisors
Florida
$2.18M +$91.2K +790 +4%
FWP
330
FAS Wealth Partners
Kansas
$2.17M +$11.5K +100 +0.5%
SWM
331
Sugarloaf Wealth Management
Georgia
$2.16M +$375K +3,164 +21%
TCM
332
Twele Capital Management
Minnesota
$2.16M -$72K -624 -3%
HCM
333
Hollencrest Capital Management
California
$2.14M – – –
CWM
334
Calamos Wealth Management
Illinois
$2.14M +$1.84M +15,985 +622%
OC
335
Oppenheimer & Co
New York
$2.13M +$203K +1,763 +11%
S
336
SignatureFD
Georgia
$2.13M +$2.09M +18,086 +4,510%
TGAM
337
TBH Global Asset Management
Tennessee
$2.13M -$2.24M -19,366 -51%
APWA
338
Atlas Private Wealth Advisors
New Jersey
$2.13M +$2.13M +18,438 New
CG
339
Colony Group
Massachusetts
$2.11M +$525K +4,547 +33%
OAM
340
Occidental Asset Management
California
$2.11M -$614K -5,323 -23%
HSA
341
HBK Sorce Advisory
Pennsylvania
$2.11M -$83.3K -722 -4%
GL
342
Graypoint LLC
New York
$2.08M – – –
Neuberger Berman Group
343
Neuberger Berman Group
New York
$2.06M +$1.67M +14,475 +426%
Wealth Enhancement Advisory Services
344
Wealth Enhancement Advisory Services
Minnesota
$2.05M +$573K +4,919 +39%
RC
345
Roundview Capital
New Jersey
$2.04M +$246K +2,135 +14%
MFM
346
Mirsky Financial Management
New York
$2.03M +$669K +5,801 +49%
EWMCB
347
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.02M +$2.02M +17,532 New
KFA
348
Kays Financial Advisory
Georgia
$2.02M -$19K -165 -0.9%
VA
349
Valmark Advisers
Ohio
$2.01M -$69.1K -599 -3%
CT
350
Columbia Trust
Oregon
$2M +$8.08K +70 +0.4%
12 13
14
15 16