MUB icon

iShares National Muni Bond ETF

799 hedge funds and large institutions have $11.2B invested in iShares National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 366 increasing their positions, 154 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
+128
Holders Change %
+19.08%
% of All Funds
15.78%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.28%
New
167
Increased
366
Reduced
154
Closed
30
Calls
$2.02M
Puts
$2.75M
Net Calls
-$730K
Net Calls Change
+$1.68M
Name Holding Trade Value Shares
Change
Shares
Change %
HFA
451
Huber Financial Advisors
Illinois
$863K +$184K +1,614 +27%
PWM
452
Perigon Wealth Management
California
$842K +$126K +1,100 +18%
KP
453
Keel Point
Alabama
$839K +$53.4K +469 +7%
DWM
454
Dakota Wealth Management
Florida
$834K +$446K +3,922 +115%
FHC
455
First Heartland Consultants
Missouri
$820K +$102K +898 +14%
MFGP
456
Marshall Financial Group (Pennsylvania)
Pennsylvania
$818K +$9.23K +81 +1%
DAC
457
Dividend Assets Capital
South Carolina
$817K
SMG
458
Smart Money Group
Texas
$813K +$50.8K +446 +7%
DAS
459
Dynamic Advisor Solutions
Arizona
$809K +$110K +966 +16%
EPP
460
ETF Portfolio Partners
Kansas
$804K +$9.34K +82 +1%
AFC
461
AFT Forsyth & Company
Florida
$802K
CFGS
462
Concourse Financial Group Securities
Alabama
$798K +$551K +4,838 +223%
MPCG
463
Matrix Private Capital Group
New York
$797K +$797K +7,000 New
AWM
464
Altavista Wealth Management
North Carolina
$791K -$69.6K -611 -8%
FIM
465
Freedom Investment Management
Connecticut
$786K -$59.3K -521 -7%
PWA
466
Physician Wealth Advisors
Utah
$782K +$35.7K +311 +5%
PFT
467
Providence First Trust
Arizona
$781K -$57K -500 -7%
SP
468
Successful Portfolios
Florida
$781K +$70K +615 +10%
BWP
469
BSW Wealth Partners
Colorado
$780K +$258K +2,262 +49%
HIC
470
Holderness Investments Company
North Carolina
$769K +$63.1K +554 +9%
SG
471
StoneX Group
New York
$769K +$769K +6,747 New
SIA
472
Starfire Investment Advisers
Michigan
$761K
W
473
WealthOne
New York
$757K -$168K -1,473 -18%
IA
474
IFG Advisory
Georgia
$756K +$444K +3,898 +142%
SWM
475
SeaCrest Wealth Management
New York
$753K