MUB icon

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 %
S
351
SignatureFD
Georgia
$2.58M +$487K +4,153 +23%
NEGWA
352
New England Guild Wealth Advisors
Connecticut
$2.58M +$1.15M +9,855 +81%
WTC
353
WhitTier Trust Company
Nevada
$2.56M +$11.7K +100 +0.5%
GRP
354
Global Retirement Partners
California
$2.55M +$80.9K +690 +3%
WLIM
355
White Lighthouse Investment Management
Massachusetts
$2.54M -$205K -1,750 -7%
HCM
356
Hollencrest Capital Management
California
$2.54M +$2.54M +21,657 New
MA
357
MCF Advisors
Kentucky
$2.54M +$12.9K +110 +0.5%
FWP
358
FAS Wealth Partners
Kansas
$2.52M +$252K +2,147 +11%
SIA
359
SkyView Investment Advisors
New Jersey
$2.52M +$2.52M +21,478 New
AWM
360
Apollon Wealth Management
South Carolina
$2.49M -$1.3M -11,078 -34%
SWP
361
Stratos Wealth Partners
Ohio
$2.49M -$626K -5,337 -20%
SHGA
362
Sand Hill Global Advisors
California
$2.47M -$25.4K -217 -1%
PWM
363
Perigon Wealth Management
California
$2.47M +$1.65M +14,086 +202%
CA
364
Calton & Associates
Florida
$2.46M +$108K +924 +5%
Janney Montgomery Scott
365
Janney Montgomery Scott
Pennsylvania
$2.43M -$47.7K -407 -2%
IA
366
IFP Advisors
Florida
$2.42M -$1.02M -8,672 -30%
RFO
367
RiverGlades Family Offices
Florida
$2.4M +$10.6K +90 +0.4%
CPO
368
Cerity Partners OCIO
New York
$2.4M -$315K -2,685 -12%
PPA
369
Parametric Portfolio Associates
Washington
$2.39M +$1.01M +8,629 +73%
PA
370
Pinnacle Associates
New York
$2.39M -$172K -1,468 -7%
CCA
371
Cadent Capital Advisors
Oklahoma
$2.38M +$2.38M +20,306 New
Wealth Enhancement Advisory Services
372
Wealth Enhancement Advisory Services
Minnesota
$2.37M +$199K +1,699 +9%
EFG
373
Everhart Financial Group
Ohio
$2.34M +$2.34M +19,974 New
RJT
374
Raymond James Trust
Florida
$2.34M +$1.06M +9,034 +83%
TCM
375
Twele Capital Management
Minnesota
$2.33M +$102K +866 +5%
13 14
15
16 17