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iShares National Muni Bond ETF
MUB

Overview Fund Activity

597 hedge funds and large institutions have $8.76B invested in iShares National Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 227 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+90
Holders Change %
+17.75%
% of All Funds
13.32%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.16%
New
136
Increased
227
Reduced
161
Closed
38
Calls
$2.97M
Puts
$3.35M
Net Calls
-$381K
Net Calls Change
+$2.53M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$812M
2
OWM
Orgel Wealth Management
Wisconsin
+$149M
3
Creative Planning
Creative Planning
Kansas
+$134M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$113M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$100M

Top Sellers

1
BlackRock
BlackRock
New York
-$279M
2
CWM
Cornerstone Wealth Management
Missouri
-$147M
3
UBS Group
UBS Group
Switzerland
-$89.3M
4
RWP
RWA Wealth Partners
Massachusetts
-$64.5M
5
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$48.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
QAM
351
Questar Asset Management
Minnesota
$809K +$809K +7,417 New
RRWA
352
Rainey & Randall Wealth Advisors
Florida
$805K +$654 +6 +0.1%
PFT
353
Providence First Trust
Arizona
$802K – – –
FIM
354
Freedom Investment Management
Connecticut
$801K -$787K -7,223 -50%
SYBT
355
Stock Yards Bank & Trust
Kentucky
$798K +$798K +7,324 New
CA
356
Calton & Associates
Florida
$792K +$351K +3,215 +79%
AFC
357
AFT Forsyth & Company
Florida
$775K – – –
W
358
WealthOne
New York
$774K +$774K +7,095 New
SFS
359
Sowell Financial Services
Arkansas
$774K +$774K +7,100 New
NC
360
NewSquare Capital
Pennsylvania
$767K -$103K -945 -12%
BSW
361
Buckingham Strategic Wealth
Missouri
$739K -$70K -642 -9%
NS
362
NewDay Solutions
New Hampshire
$736K +$736K +6,749 New
AQA
363
Alpha Quant Advisors
Texas
$736K +$736K +6,750 New
GAMC
364
Garner Asset Management Corp
Texas
$731K -$43.6K -400 -6%
LFG
365
LifePlan Financial Group
Ohio
$722K +$62.1K +570 +9%
ODG
366
O'Dell Group
Ohio
$720K -$53.8K -494 -7%
WT
367
Whittier Trust
California
$718K +$89.3K +819 +14%
SIAP
368
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$716K – – –
WWM
369
Windsor Wealth Management
Indiana
$710K – – –
FWM
370
FFT Wealth Management
Pennsylvania
$706K -$409K -3,752 -37%
CWM
371
Calamos Wealth Management
Illinois
$706K +$706K +6,475 New
MHS
372
M Holdings Securities
Oregon
$702K +$12K +110 +2%
SWM
373
SeaCrest Wealth Management
New York
$696K +$49K +449 +8%
SP
374
Successful Portfolios
Florida
$695K -$50.2K -460 -7%
PWPS
375
Pinnacle Wealth Planning Services
Ohio
$680K +$680K +6,239 New
13 14
15
16 17