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iShares National Muni Bond ETF
MUB

Overview Fund Activity

995 hedge funds and large institutions have $15.9B invested in iShares National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 506 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
17.52%
Holding in Top 10
84
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-16%
% of All Funds
1.48%
New
78
Increased
506
Reduced
251
Closed
68
Calls
$5.37M
Puts
$10.6M
Net Calls
-$5.25M
Net Calls Change
-$1.25M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$919M
2
Betterment LLC
Betterment LLC
New York
$948M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$321M
4
TF
TIAA FSB
Florida
$276M
5
Morgan Stanley
Morgan Stanley
New York
$414M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$77.6M
2
GC
Grimes & Company
Massachusetts
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$302M
4
SS
Simplicity Solutions
Minnesota
$1.06M
5
Lazard Asset Management
Lazard Asset Management
New York
$33.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
376
Twele Capital Management
Minnesota
$2.3M -$7.89K -68 -0.3%
DIA
377
Dean Investment Associates
Ohio
$2.3M – – –
RJT
378
Raymond James Trust
Florida
$2.3M -$18K -155 -0.8%
PTC
379
Philadelphia Trust Company
Pennsylvania
$2.29M – – –
DSC
380
Duncker Streett & Co
Missouri
$2.26M – – –
NL
381
NWAM LLC
Washington
$2.26M +$547K +4,718 +32%
SL
382
SWMG LLC
Texas
$2.26M +$486K +4,184 +27%
RWP
383
RWA Wealth Partners
Massachusetts
$2.21M +$617K +5,317 +39%
WTC
384
WhitTier Trust Company
Nevada
$2.2M -$328K -2,825 -13%
CT
385
Columbia Trust
Oregon
$2.2M +$26.1K +225 +1%
CWM
386
Calamos Wealth Management
Illinois
$2.2M -$23.7M -204,053 -92%
IWM
387
IHT Wealth Management
Illinois
$2.18M +$410K +3,535 +23%
BWA
388
Burt Wealth Advisors
Maryland
$2.14M +$1.27M +10,984 +148%
IWA
389
IBEX Wealth Advisors
New Jersey
$2.14M +$9.05K +78 +0.4%
NEGWA
390
New England Guild Wealth Advisors
Connecticut
$2.13M -$424K -3,653 -17%
SHGA
391
Sand Hill Global Advisors
California
$2.13M -$322K -2,774 -13%
RTC
392
Riverview Trust Company
Washington
$2.11M – – –
APA
393
American Portfolios Advisors
New York
$2.11M +$92.8K +800 +5%
SVWAG
394
Sound View Wealth Advisors Group
Georgia
$2.11M +$47.4K +408 +2%
4WM
395
4J Wealth Management
Virginia
$2.08M -$199K -1,716 -9%
AIC
396
Ameritas Investment Company
Nebraska
$2.06M +$1.75M +15,056 +566%
KL
397
KWMG LLC
Kansas
$2.05M +$60.5K +521 +3%
TC
398
TownSquare Capital
Utah
$2.02M +$43.7K +376 +2%
IMA
399
Investment Management Associates
Colorado
$2.02M +$495K +4,269 +33%
PWLP
400
Prio Wealth Limited Partnership
Massachusetts
$2.02M – – –
14 15
16
17 18