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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 %
SVWAG
351
Sound View Wealth Advisors Group
Georgia
$2.15M -$62.1K -536 -3%
Wealth Enhancement Advisory Services
352
Wealth Enhancement Advisory Services
Minnesota
$2.14M +$104K +905 +5%
HSA
353
HBK Sorce Advisory
Pennsylvania
$2.12M +$1.39K +12 +0.1%
OC
354
Oppenheimer & Co
New York
$2.1M -$44.3K -382 -2%
VPIM
355
Vanguard Personalized Indexing Management
California
$2.1M +$2.1M +18,097 New
CG
356
Colony Group
Massachusetts
$2.09M -$35.2K -304 -2%
GL
357
Graypoint LLC
New York
$2.09M – – –
3AM
358
3D Asset Management
Connecticut
$2.08M -$420K -3,620 -17%
S
359
SignatureFD
Georgia
$2.07M -$69K -595 -3%
AWE
360
Avidian Wealth Enterprises
Texas
$2.07M +$915K +7,895 +79%
SG
361
StoneX Group
New York
$2.05M +$279K +2,409 +16%
SA
362
Sunesis Advisors
Kansas
$2M – – –
PJSIMP
363
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.99M +$1.99M +17,219 New
PAG
364
Pinnacle Advisory Group
Maryland
$1.94M +$119K +1,024 +7%
FAM
365
Flaharty Asset Management
Florida
$1.93M +$64.7K +558 +3%
SCM
366
Smith Capital Management
Arkansas
$1.92M +$160K +1,380 +9%
KL
367
KWMG LLC
Kansas
$1.92M +$203K +1,747 +12%
ST
368
Spinnaker Trust
Maine
$1.91M – – –
TCA
369
Transcend Capital Advisors
New Jersey
$1.89M +$105K +910 +6%
AWM
370
Avior Wealth Management
Nebraska
$1.88M +$738K +6,363 +65%
AI
371
Atria Investments
North Carolina
$1.87M +$39.5K +341 +2%
AAM
372
Autus Asset Management
Arizona
$1.87M +$108K +930 +6%
APA
373
American Portfolios Advisors
New York
$1.85M +$62K +535 +3%
EVM
374
Eaton Vance Management
Massachusetts
$1.8M +$622K +5,368 +53%
IWA
375
IBEX Wealth Advisors
New Jersey
$1.8M +$54K +466 +3%
13 14
15
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