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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,015 hedge funds and large institutions have $17.9B invested in iShares National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 498 increasing their positions, 289 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,015
Holders Change
-2
Holders Change %
-0.2%
% of All Funds
17.83%
Holding in Top 10
71
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.33%
% of All Funds
1.25%
New
62
Increased
498
Reduced
289
Closed
51
Calls
$5.25M
Puts
$6.04M
Net Calls
-$789K
Net Calls Change
+$3.25M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$190M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$94.4M
3
Wells Fargo
Wells Fargo
California
+$92.3M
4
Betterment LLC
Betterment LLC
New York
+$78.7M
5
LPL Financial
LPL Financial
California
+$73.8M

Top Sellers

1
WFS
Weitzel Financial Services
Iowa
-$691M
2
Jane Street
Jane Street
New York
-$369M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$55M
4
KFS
Kelly Financial Services
Massachusetts
-$42.4M
5
Barclays
Barclays
United Kingdom
-$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
351
Zhang Financial
Michigan
$2.95M +$116 +1 +0%
TWM
352
Tolleson Wealth Management
Texas
$2.9M – – –
CIM
353
Confluence Investment Management
Missouri
$2.88M +$84K +723 +3%
RWM
354
Ritholtz Wealth Management
New York
$2.87M -$8.02K -69 -0.3%
PP
355
Prosperity Planning
Missouri
$2.87M +$77K +663 +3%
CPO
356
Cerity Partners OCIO
New York
$2.86M -$16.6K -143 -0.6%
PFS
357
Prospera Financial Services
Texas
$2.85M +$398K +3,423 +16%
SS
358
Simplicity Solutions
Minnesota
$2.85M +$1.91M +16,477 +206%
FPS
359
Fieldpoint Private Securities
Connecticut
$2.84M – – –
MFM
360
Mirsky Financial Management
New York
$2.84M +$59K +508 +2%
RJT
361
Raymond James Trust
Florida
$2.8M +$445K +3,832 +19%
OPS
362
Orion Portfolio Solutions
Nebraska
$2.8M +$1.24M +10,714 +80%
MA
363
Mutual Advisors
Nebraska
$2.8M +$622K +5,355 +29%
HFA
364
High Falls Advisors
New York
$2.8M -$482K -4,151 -15%
GRP
365
Global Retirement Partners
California
$2.79M +$57.7K +497 +2%
PMG
366
ProVise Management Group
Florida
$2.77M +$757K +6,517 +38%
CIBC Private Wealth Group
367
CIBC Private Wealth Group
Georgia
$2.77M -$870K -7,493 -24%
KCM
368
Kanawha Capital Management
Virginia
$2.72M +$25K +215 +0.9%
BCP
369
Blue Chip Partners
Michigan
$2.71M +$11.5K +99 +0.4%
FLPIM
370
F.L. Putnam Investment Management
Massachusetts
$2.69M -$72.5K -624 -3%
EGA
371
Eagle Global Advisors
Texas
$2.66M +$111K +955 +4%
OAM
372
Occidental Asset Management
California
$2.63M +$243K +2,090 +10%
NA
373
NewEdge Advisors
Louisiana
$2.62M +$340K +2,930 +15%
TCA
374
Transcend Capital Advisors
New Jersey
$2.6M -$253K -2,192 -9%
APA
375
American Portfolios Advisors
New York
$2.59M +$251K +2,157 +11%
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