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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 %
RWM
326
Ritholtz Wealth Management
New York
$2.85M +$99K +845 +4%
FPS
327
Fieldpoint Private Securities
Connecticut
$2.85M – – –
PCMC
328
Paragon Capital Management (Colorado)
Colorado
$2.84M +$254K +2,171 +10%
CCM
329
Colorado Capital Management
Colorado
$2.84M – – –
RPGK
330
Retirement Planning Group (Kansas)
Kansas
$2.83M +$64K +546 +2%
MA
331
Mutual Advisors
Nebraska
$2.83M +$261K +2,224 +10%
SG
332
StoneX Group
New York
$2.81M +$736K +6,278 +35%
SF
333
Summit Financial
New Jersey
$2.8M -$21K -179 -0.7%
SBSB
334
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.8M -$40.7K -347 -1%
FNBOSM
335
First National Bank of South Miami
Florida
$2.76M +$21.9K +187 +0.8%
TA
336
Tiedemann Advisors
New York
$2.73M – – –
AWMG
337
Alliance Wealth Management Group
New Jersey
$2.73M +$77.8K +664 +3%
BCP
338
Blue Chip Partners
Michigan
$2.73M +$121K +1,031 +5%
LFS
339
Legacy Financial Strategies
Kansas
$2.71M +$142K +1,214 +6%
GI
340
Gradient Investments
Minnesota
$2.69M -$95.4K -823 -3%
GA
341
GoalVest Advisory
New York
$2.68M +$2.68M +22,877 New
DC
342
Derby & Company
Massachusetts
$2.68M +$230K +1,962 +9%
FHB
343
First Hawaiian Bank
Hawaii
$2.68M +$2.09M +17,802 +353%
SFG
344
SNS Financial Group
Minnesota
$2.67M +$1.52M +12,925 +131%
MFM
345
Mirsky Financial Management
New York
$2.66M +$437K +3,729 +20%
PJSIMP
346
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.62M +$592K +5,033 +29%
EWMCB
347
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.61M +$96.2K +821 +4%
COF
348
Capital One Financial
Virginia
$2.6M -$1.36M -11,591 -34%
KCM
349
Kanawha Capital Management
Virginia
$2.6M -$1.02M -8,680 -28%
AI
350
Atria Investments
North Carolina
$2.59M +$701K +5,978 +37%
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