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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 %
LPL Financial
26
LPL Financial
California
$48.9M +$6.36M +58,292 +15%
PS
27
Portfolio Solutions
Michigan
$45.7M +$36.6M +335,386 +399%
WRF
28
Waddell & Reed Financial
Kansas
$44.8M +$36.4M +333,700 +434%
Wealthfront Advisers
29
Wealthfront Advisers
California
$42.9M +$42.9M +393,686 New
Nisa Investment Advisors
30
Nisa Investment Advisors
Missouri
$42M – – –
AssetMark Inc
31
AssetMark Inc
California
$38.9M -$7.91M -72,503 -17%
Lazard Asset Management
32
Lazard Asset Management
New York
$36.5M -$39.9M – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$35.8M +$4.59M +42,098 +15%
TF
34
TIAA FSB
Florida
$35M -$6.82M -62,574 -16%
Franklin Resources
35
Franklin Resources
California
$34.9M +$34M +311,878 +3,624%
V
36
Veritable
Delaware
$34.4M +$13.4M +123,240 +64%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$27.9M +$16.2M +148,630 +139%
USAA
38
United Services Automobile Association
Texas
$26.9M +$1.01M +9,294 +4%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$26M +$8.59M +78,796 +49%
CCM
40
Coldstream Capital Management
Washington
$26M +$966K +8,861 +4%
MNG
41
Manning & Napier Group
New York
$25.8M -$27.4M – –
UCFA
42
United Capital Financial Advisors
Texas
$24.8M +$2.24M +20,554 +10%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$24.6M +$1.01M +9,294 +4%
APP
44
Avantax Planning Partners
Iowa
$24.3M +$23.9M +219,528 +6,378%
RJA
45
Raymond James & Associates
Florida
$24.1M -$2.14M -19,620 -8%
PA
46
Paracle Advisors
Washington
$23.9M +$20.9M +192,131 +698%
AWA
47
Alaska Wealth Advisors
Alaska
$20.7M +$671K +6,157 +3%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$20.7M +$12.3M +112,999 +147%
A
49
AdvicePeriod
California
$20.6M -$3.23M -29,609 -14%
PAG
50
Private Advisor Group
New Jersey
$20.5M +$7.73M +70,982 +60%
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