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iShares National Muni Bond ETF
MUB

Overview Fund Activity

840 hedge funds and large institutions have $12.6B invested in iShares National Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 363 increasing their positions, 245 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
+24
Holders Change %
+2.94%
% of All Funds
17.27%
Holding in Top 10
85
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.3%
% of All Funds
1.75%
New
100
Increased
363
Reduced
245
Closed
69
Calls
$217M
Puts
$53.6M
Net Calls
+$164M
Net Calls Change
+$176M

Top Buyers

1
Jane Street
Jane Street
New York
+$230M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$134M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$132M
4
Creative Planning
Creative Planning
Kansas
+$127M
5
Ameriprise
Ameriprise
Minnesota
+$110M

Top Sellers

1
SPC
Silver Point Capital
Connecticut
-$47.3M
2
HHGA
Halbert Hargrove Global Advisors
California
-$45M
3
Osaic Holdings
Osaic Holdings
Arizona
-$44.5M
4
Lazard Asset Management
Lazard Asset Management
New York
-$40.3M
5
AC
Athanor Capital
New York
-$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAP
451
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.05M -$23.1K -200 -2%
AWM
452
Altium Wealth Management
New York
$1.05M +$39.8K +345 +4%
AFC
453
AFT Forsyth & Company
Florida
$1.04M +$231K +2,000 +28%
PWM
454
PBMares Wealth Management
Virginia
$1.03M -$294K -2,548 -22%
SG Americas Securities
455
SG Americas Securities
New York
$1.03M -$94.2K -816 -8%
MLM
456
Mount Lucas Management
Pennsylvania
$1.03M -$1.89M -16,363 -65%
AIM
457
Axiom Investment Management
New York
$1.01M -$79.6K -689 -7%
MFGP
458
Marshall Financial Group (Pennsylvania)
Pennsylvania
$995K +$2.08K +18 +0.2%
OFG
459
Oxford Financial Group
Indiana
$991K -$118K -1,025 -11%
BWP
460
Bernardo Wealth Planning
Pennsylvania
$977K +$576K +4,994 +144%
BRWA
461
B. Riley Wealth Advisors
Florida
$972K +$48.2K +417 +5%
EWG
462
Executive Wealth Group
Washington
$970K +$4.96K +43 +0.5%
NWM
463
Northwest Wealth Management
Iowa
$968K -$65.8K -570 -6%
CWA
464
Capital Wealth Alliance
Arizona
$964K -$80K -694 -8%
AF
465
Arrow Financial
New York
$963K – – –
WIA
466
World Investment Advisors
California
$963K +$253K +2,163 +36%
CPIG
467
Chicago Partners Investment Group
Illinois
$958K +$52.7K +452 +6%
TL
468
TrueWealth LLC
Georgia
$957K +$254K +2,200 +36%
EAM
469
Evanson Asset Management
California
$952K – – –
CAM
470
Cresset Asset Management
Illinois
$951K +$161K +1,396 +20%
AFS
471
Aft Forsyth & Sober
Florida
$949K +$179K +1,550 +23%
ACA
472
Ackerman Capital Advisors
Texas
$949K +$949K +8,221 New
MWM
473
Minot Wealth Management
Massachusetts
$935K +$11.5K +100 +1%
DAC
474
Dividend Assets Capital
South Carolina
$931K +$104K +900 +13%
W
475
WealthOne
New York
$918K +$365K +3,166 +66%
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