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iShares National Muni Bond ETF
MUB

Overview Fund Activity

597 hedge funds and large institutions have $8.76B invested in iShares National Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 227 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+90
Holders Change %
+17.75%
% of All Funds
13.32%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.16%
New
136
Increased
227
Reduced
161
Closed
38
Calls
$2.97M
Puts
$3.35M
Net Calls
-$381K
Net Calls Change
+$2.53M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$812M
2
OWM
Orgel Wealth Management
Wisconsin
+$149M
3
Creative Planning
Creative Planning
Kansas
+$134M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$113M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$100M

Top Sellers

1
BlackRock
BlackRock
New York
-$279M
2
CWM
Cornerstone Wealth Management
Missouri
-$147M
3
UBS Group
UBS Group
Switzerland
-$89.3M
4
RWP
RWA Wealth Partners
Massachusetts
-$64.5M
5
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$48.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
401
Flagship Harbor Advisors
Massachusetts
$558K -$34.8K -319 -6%
FNBOO
402
First National Bank of Omaha
Nebraska
$558K +$69.2K +635 +14%
ATC
403
Argent Trust Co
Tennessee
$556K – – –
SBA
404
Secrest Blakey & Associates
North Carolina
$551K +$7.08K +65 +1%
CA
405
Crewe Advisors
Utah
$550K – – –
SCC
406
Spring Creek Capital
Kansas
$549K -$162K -1,486 -23%
VC
407
Voit & Company
Wisconsin
$548K +$548K +5,030 New
PWW
408
Pettyjohn Wood & White
Virginia
$547K -$31.4K -288 -5%
FA
409
Fiducient Advisors
Illinois
$534K +$534K +4,897 New
LWA
410
Lenox Wealth Advisors
New York
$510K +$175K +1,607 +52%
MFGP
411
Marshall Financial Group (Pennsylvania)
Pennsylvania
$510K +$510K +4,682 New
CA
412
Continuum Advisory
Idaho
$509K -$211K -1,935 -29%
WCG
413
Wall Capital Group
Arizona
$506K +$4.36K +40 +0.9%
BAM
414
Belpointe Asset Management
Nevada
$505K +$981 +9 +0.2%
PW
415
Peninsula Wealth
California
$504K +$4.36K +40 +0.9%
RCA
416
Rowland Carmichael Advisors
Arizona
$499K – – –
SWA
417
Sutton Wealth Advisors
Florida
$497K -$68.2K -625 -12%
SMG
418
Smart Money Group
Texas
$494K +$4.47K +41 +0.9%
LFAS
419
Level Four Advisory Services
Texas
$491K -$86.1K -790 -15%
BBA
420
BLB&B Advisors
Pennsylvania
$491K – – –
Rockefeller Capital Management
421
Rockefeller Capital Management
New York
$491K +$491K +4,501 New
CFN
422
Cordasco Financial Network
Florida
$481K +$440K +4,033 +1,075%
HCM
423
Hudson Capital Management
New Jersey
$475K -$42.6K -390 -8%
CBFP
424
Cedar Brook Financial Partners
Ohio
$472K +$472K +4,329 New
SSWM
425
Sheets Smith Wealth Management
North Carolina
$470K -$237K -2,178 -34%
15 16
17
18 19