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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 %
GWA
426
Guidant Wealth Advisors
Illinois
$469K -$16.3K -150 -3%
BWP
427
Bernardo Wealth Planning
Pennsylvania
$465K +$465K +4,263 New
WSFS
428
Wilmington Savings Fund Society
Delaware
$462K – – –
BFC
429
Blue Fin Capital
Rhode Island
$457K – – –
CWM
430
CCG Wealth Management
California
$457K +$457K +4,194 New
AFA
431
American Financial Advisors
Georgia
$455K +$455K +4,176 New
Manulife (Manufacturers Life Insurance)
432
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$454K -$472K -4,330 -51%
SWMG
433
Signature Wealth Management Group
Georgia
$452K – – –
GI
434
Gradient Investments
Minnesota
$448K +$380K +3,490 +561%
BMCM
435
Bryn Mawr Capital Management
Pennsylvania
$447K +$235K +2,150 +111%
AM
436
Atwater Malick
Pennsylvania
$439K +$439K +4,029 New
BAAM
437
Baker Avenue Asset Management
California
$438K +$438K +4,020 New
MPW
438
MA Private Wealth
California
$437K +$437K +4,004 New
CCM
439
Covington Capital Management
California
$433K – – –
CCT
440
Country Club Trust
Missouri
$430K +$17.4K +160 +4%
PA
441
Perennial Advisors
New York
$422K -$826K -7,567 -66%
AWM
442
Avior Wealth Management
Nebraska
$415K +$106K +972 +34%
UBS AM
443
UBS AM
Illinois
$414K -$85.4K -783 -17%
BAM
444
Berkshire Asset Management
Pennsylvania
$409K – – –
FHA
445
First Horizon Advisors
Tennessee
$402K +$8.17K +75 +2%
CSM
446
CAMG Solamere Management
North Carolina
$395K +$395K +3,625 New
CFGS
447
Concourse Financial Group Securities
Alabama
$390K +$87.5K +803 +29%
SWM
448
SigFig Wealth Management
California
$389K +$6.86K +63 +2%
Parallax Volatility Advisers
449
Parallax Volatility Advisers
California
$389K +$389K +3,570 +357,000%
AC
450
Alexandria Capital
Virginia
$372K +$372K +3,415 New
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