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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,017 hedge funds and large institutions have $17.4B invested in iShares National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 515 increasing their positions, 275 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+22
Holders Change %
+2.21%
% of All Funds
17.75%
Holding in Top 10
75
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.71%
% of All Funds
1.31%
New
76
Increased
515
Reduced
275
Closed
39
Calls
$5.68M
Puts
$9.73M
Net Calls
-$4.04M
Net Calls Change
+$1.2M

Top Buyers

1
Jane Street
1
Jane Street
New York
$406M
2
BlackRock
2
BlackRock
New York
$444M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.1B
4
SEI Investments
4
SEI Investments
Pennsylvania
$594M
5
Betterment LLC
5
Betterment LLC
New York
$1.07B

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$23.2M
2
FP
2
Financial Perspectives
Minnesota
$600K
3
Lazard Asset Management
3
Lazard Asset Management
New York
$32.9M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$203M
5
MNG
5
Manning & Napier Group
New York
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
376
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.62M +$8.83K +75 +0.3%
BZWA
377
Blue Zone Wealth Advisors
California
$2.61M – – –
CCM
378
Colorado Capital Management
Colorado
$2.59M -$208K -1,772 -7%
EGA
379
Eagle Global Advisors
Texas
$2.57M +$75.5K +644 +3%
MA
380
MCF Advisors
Kentucky
$2.57M +$7.15K +61 +0.3%
SWP
381
Stratos Wealth Partners
Ohio
$2.56M +$36.3K +310 +1%
SIA
382
SkyView Investment Advisors
New Jersey
$2.54M – – –
HCM
383
Hollencrest Capital Management
California
$2.5M -$64.3K -549 -3%
BFG
384
Baron Financial Group
New Jersey
$2.5M +$527K +4,495 +27%
PFS
385
Prospera Financial Services
Texas
$2.48M +$1.69M +14,392 +213%
RA
386
RFG Advisory
Alabama
$2.47M +$1.2M +10,208 +94%
TCM
387
Twele Capital Management
Minnesota
$2.46M +$135K +1,155 +6%
PCMC
388
Paragon Capital Management (Colorado)
Colorado
$2.45M -$341K -2,905 -12%
IWM
389
IHT Wealth Management
Illinois
$2.44M +$231K +1,974 +10%
DC
390
Davenport & Co
Virginia
$2.43M -$28.5K -243 -1%
CT
391
Columbia Trust
Oregon
$2.42M +$201K +1,713 +9%
WJA
392
Willis Johnson & Associates
Texas
$2.42M +$31.2K +266 +1%
WLIM
393
White Lighthouse Investment Management
Massachusetts
$2.41M +$24.6K +210 +1%
OAM
394
Occidental Asset Management
California
$2.41M – – –
COF
395
Capital One Financial
Virginia
$2.4M -$200K -1,707 -8%
MFG
396
Monumental Financial Group
Maryland
$2.4M +$892K +7,612 +59%
QAM
397
Q3 Asset Management
Michigan
$2.39M -$720K -6,146 -23%
RJT
398
Raymond James Trust
Florida
$2.38M +$58.3K +497 +3%
FWP
399
FAS Wealth Partners
Kansas
$2.38M -$214K -1,827 -8%
BG
400
Benedetti & Gucer
Georgia
$2.36M +$708K +6,045 +43%
14 15
16
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