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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 %
BZWA
376
Blue Zone Wealth Advisors
California
$2.59M – – –
CCA
377
Cadent Capital Advisors
Oklahoma
$2.58M -$22.9K -197 -0.9%
FAIM
378
Financial Advocates Investment Management
Washington
$2.57M -$39.8K -343 -2%
SWP
379
Stratos Wealth Partners
Ohio
$2.56M +$19.5K +168 +0.8%
TCM
380
Twele Capital Management
Minnesota
$2.54M +$106K +914 +4%
MA
381
MCF Advisors
Kentucky
$2.49M -$52.5K -452 -2%
WLIM
382
White Lighthouse Investment Management
Massachusetts
$2.48M +$88.2K +759 +4%
CCM
383
Colorado Capital Management
Colorado
$2.47M +$13.1K +118 +0.5%
COF
384
Capital One Financial
Virginia
$2.44M +$65.8K +566 +3%
WJA
385
Willis Johnson & Associates
Texas
$2.44M +$43.2K +372 +2%
FTS
386
Fifth Third Securities
Ohio
$2.43M +$2.43M +20,935 New
WIA
387
World Investment Advisors
California
$2.42M +$287K +2,474 +13%
CT
388
Columbia Trust
Oregon
$2.4M – – –
ECM
389
Exchange Capital Management
Michigan
$2.39M +$331K +2,850 +16%
SAM
390
Silvercrest Asset Management
New York
$2.37M +$2.37M +20,425 New
DC
391
Davenport & Co
Virginia
$2.36M -$48.7K -419 -2%
HAIM
392
Hunter Associates Investment Management
Pennsylvania
$2.32M – – –
GIA
393
Goodwin Investment Advisory
Georgia
$2.32M +$2.25M +19,362 +3,128%
RFO
394
RiverGlades Family Offices
Florida
$2.32M – – –
BG
395
Benedetti & Gucer
Georgia
$2.31M -$36.5K -314 -2%
DIA
396
Dean Investment Associates
Ohio
$2.31M – – –
PA
397
Pinnacle Associates
New York
$2.3M -$10.5K -90 -0.5%
AAM
398
Autus Asset Management
Arizona
$2.29M +$296K +2,545 +15%
PTC
399
Philadelphia Trust Company
Pennsylvania
$2.29M – – –
SWA
400
Safir Wealth Advisors
New Hampshire
$2.29M +$106K +915 +5%
14 15
16
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