MUB icon

iShares National Muni Bond ETF

816 hedge funds and large institutions have $10.9B invested in iShares National Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 332 increasing their positions, 264 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
18.03%
Holding in Top 10
87
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+33.85%
% of All Funds
1.92%
New
102
Increased
332
Reduced
264
Closed
71
Calls
$11M
Puts
$23.6M
Net Calls
-$12.6M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CCG
426
Chatham Capital Group
Georgia
$1.03M -$39.5K -350 -4%
CWA
427
Capital Wealth Alliance
Arizona
$1.02M +$45.3K +401 +5%
NWM
428
Northwest Wealth Management
Iowa
$1.01M +$7K +62 +0.7%
SWA
429
Stratos Wealth Advisors
Ohio
$996K +$547K +4,842 +122%
AWM
430
Altium Wealth Management
New York
$987K +$272K +2,410 +38%
WAOI
431
Wealth Advisors of Iowa
Iowa
$987K +$987K +8,732 New
TC
432
Trust Company
Kansas
$986K -$23.4K -207 -2%
HFA
433
Huber Financial Advisors
Illinois
$977K +$121K +1,068 +14%
MFGP
434
Marshall Financial Group (Pennsylvania)
Pennsylvania
$973K +$162K +1,429 +20%
CFA
435
Carroll Financial Associates
North Carolina
$969K +$570K +5,047 +143%
CA
436
Calton & Associates
Florida
$963K -$41.4K -366 -4%
EWG
437
Executive Wealth Group
Washington
$945K +$3.05K +27 +0.3%
AF
438
Arrow Financial
New York
$943K +$33.9K +300 +4%
NAM
439
NTV Asset Management
West Virginia
$938K
CMI
440
Clare Market Investments
Texas
$936K +$652K +5,768 +229%
EAM
441
Evanson Asset Management
California
$933K +$300K +2,650 +47%
CT
442
Cambridge Trust
Massachusetts
$930K +$22.6K +200 +2%
NA
443
NewEdge Advisors
Louisiana
$929K -$281K -2,485 -23%
AC
444
Apella Capital
Connecticut
$923K +$923K +8,164 New
CWP
445
Capital Wealth Planning
Florida
$922K +$40.6K +359 +5%
MPPLM
446
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$909K +$31.4K +199 +4%
BRWA
447
B. Riley Wealth Advisors
Florida
$906K -$612K -5,401 -40%
MWM
448
Minot Wealth Management
Massachusetts
$904K +$192K +1,700 +27%
VFA
449
Voya Financial Advisors
Connecticut
$903K -$209K -1,833 -19%
MWM
450
McNaughton Wealth Management
California
$897K -$126K -1,117 -12%