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iShares National Muni Bond ETF
MUB

Overview Fund Activity

648 hedge funds and large institutions have $9.49B invested in iShares National Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 279 increasing their positions, 185 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+32
Holders Change %
+5.19%
% of All Funds
14.1%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.13%
New
74
Increased
279
Reduced
185
Closed
37
Calls
–
Puts
$1.35M
Net Calls
-$1.35M
Net Calls Change
+$1.91M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$225M
2
Bank of America
Bank of America
North Carolina
+$99.8M
3
HHGA
Halbert Hargrove Global Advisors
California
+$52M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$47.5M
5
Barclays
Barclays
United Kingdom
+$37.5M

Top Sellers

1
BlackRock
BlackRock
New York
-$345M
2
Jane Street
Jane Street
New York
-$81.6M
3
Lazard Asset Management
Lazard Asset Management
New York
-$41.5M
4
UBS Group
UBS Group
Switzerland
-$37.6M
5
MNG
Manning & Napier Group
New York
-$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
451
Holderness Investments Company
North Carolina
$493K +$159K +1,403 +47%
UBS AM
452
UBS AM
Illinois
$490K +$171K +1,509 +53%
FNT
453
First National Trust
Pennsylvania
$486K – – –
PWW
454
Pettyjohn Wood & White
Virginia
$482K -$28.3K -250 -6%
BCA
455
Bay Colony Advisors
Massachusetts
$482K – – –
FWIA
456
Fort Washington Investment Advisors
Ohio
$481K – – –
SWMG
457
Signature Wealth Management Group
Georgia
$477K +$8.14K +72 +2%
CAL
458
Capital Advisors Ltd
Ohio
$476K -$289K -2,556 -38%
BFC
459
Blue Fin Capital
Rhode Island
$474K – – –
FCA
460
FinTrust Capital Advisors
South Carolina
$473K -$14.5K -128 -3%
CWM
461
Chesapeake Wealth Management
Virginia
$472K +$93.3K +825 +25%
BMCM
462
Bryn Mawr Capital Management
Pennsylvania
$469K – – –
CWM
463
CCG Wealth Management
California
$468K – – –
PCG
464
Private Capital Group
Connecticut
$468K +$96K +880 +26%
CFA
465
Carroll Financial Associates
North Carolina
$468K +$106K +938 +29%
CCT
466
Country Club Trust
Missouri
$461K +$49.3K +435 +12%
RJT
467
Raymond James Trust
Florida
$455K – – –
MPW
468
MA Private Wealth
California
$453K – – –
CIC
469
Carnegie Investment Counsel
Ohio
$450K +$62.3K +550 +16%
AM
470
Atwater Malick
Pennsylvania
$445K -$20.3K -180 -4%
PA
471
Perennial Advisors
New York
$438K +$226 +2 +0.1%
PFA
472
Paradigm Financial Advisors
Missouri
$438K +$438K +3,876 New
GAMC
473
Garner Asset Management Corp
Texas
$430K -$294K -2,600 -41%
CFGS
474
Concourse Financial Group Securities
Alabama
$424K -$6.34K -56 -1%
Lido Advisors
475
Lido Advisors
California
$420K +$157K +1,388 +60%
17 18
19
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