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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 %
DIA
376
Dean Investment Associates
Ohio
$2.32M -$140K -1,198 -6%
PTC
377
Philadelphia Trust Company
Pennsylvania
$2.31M – – –
CCP
378
Cardan Capital Partners
Colorado
$2.3M -$618K -5,274 -21%
4WM
379
4J Wealth Management
Virginia
$2.3M +$2.3M +19,594 New
DSC
380
Duncker Streett & Co
Missouri
$2.29M -$839K -7,160 -27%
MFG
381
Menard Financial Group
Texas
$2.28M -$272K -2,321 -11%
MCC
382
Money Concepts Capital
Florida
$2.27M +$2.27M +19,334 New
FAIM
383
Financial Advocates Investment Management
Washington
$2.24M +$125K +1,105 +6%
WJA
384
Willis Johnson & Associates
Texas
$2.24M +$2.24M +19,091 New
AWE
385
Avidian Wealth Enterprises
Texas
$2.23M +$135K +1,151 +6%
CCM
386
Coldstream Capital Management
Washington
$2.22M +$36.4K +311 +2%
PP
387
Prosperity Planning
Missouri
$2.21M – – –
OAM
388
Occidental Asset Management
California
$2.19M +$1.99K +17 +0.1%
CT
389
Columbia Trust
Oregon
$2.19M +$2.19M +18,717 New
TWM
390
Tolleson Wealth Management
Texas
$2.19M +$965K +8,232 +79%
GL
391
Graypoint LLC
New York
$2.17M +$60.1K +513 +3%
TCA
392
Transcend Capital Advisors
New Jersey
$2.15M +$244K +2,079 +13%
IWA
393
IBEX Wealth Advisors
New Jersey
$2.15M +$329K +2,807 +18%
WWM
394
Wiser Wealth Management
Georgia
$2.14M +$2.14M +18,293 New
RTC
395
Riverview Trust Company
Washington
$2.14M -$299K -2,547 -12%
MAS
396
Managed Account Services
Florida
$2.12M +$719K +6,135 +51%
MAFM
397
Mid Atlantic Financial Management
Pennsylvania
$2.09M +$462K +3,939 +28%
EA
398
Efficient Advisors
Ohio
$2.09M -$95.3K -813 -4%
SVWAG
399
Sound View Wealth Advisors Group
Georgia
$2.08M -$87.9K -750 -4%
APA
400
American Portfolios Advisors
New York
$2.04M +$166K +1,414 +9%
14 15
16
17 18