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iShares National Muni Bond ETF
MUB

Overview Fund Activity

616 hedge funds and large institutions have $9.05B invested in iShares National Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 272 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+19
Holders Change %
+3.18%
% of All Funds
13.35%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
1.08%
New
73
Increased
272
Reduced
182
Closed
44
Calls
–
Puts
$3.26M
Net Calls
-$3.26M
Net Calls Change
-$2.88M

Top Buyers

1
BlackRock
BlackRock
New York
$497M
2
Jane Street
Jane Street
New York
$80.7M
3
UBS Group
UBS Group
Switzerland
$588M
4
FI
FormulaFolio Investments
Michigan
$42.9M
5
Betterment LLC
Betterment LLC
New York
$615M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.25B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$37.9M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$6.55M
4
HHGA
Halbert Hargrove Global Advisors
California
$0
5
AL
Aspiriant LLC
California
$56.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
26
Nisa Investment Advisors
Missouri
$47M +$4.18M +37,560 +10%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$46.7M +$10.2M +91,504 +28%
WRF
28
Waddell & Reed Financial
Kansas
$45.7M – – –
PS
29
Portfolio Solutions
Michigan
$43.4M -$3.27M -29,432 -7%
FI
30
FormulaFolio Investments
Michigan
$42.9M +$42.6M +383,517 +14,888%
Wealthfront Advisers
31
Wealthfront Advisers
California
$42.9M -$923K -8,297 -2%
Lazard Asset Management
32
Lazard Asset Management
New York
$41.5M -$36.5M – –
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$37.9M -$83.1M -747,477 -69%
Franklin Resources
34
Franklin Resources
California
$35.8M +$192K +1,725 +0.5%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$35.1M +$6.67M +59,925 +23%
V
36
Veritable
Delaware
$35M -$114K -1,025 -0.3%
TF
37
TIAA FSB
Florida
$32.8M -$2.92M -26,303 -8%
USAA
38
United Services Automobile Association
Texas
$31.1M +$3.66M +32,918 +13%
RJA
39
Raymond James & Associates
Florida
$27.1M +$2.52M +22,667 +10%
EC
40
Estate Counselors
Wisconsin
$27M +$6.43M +57,815 +31%
CCM
41
Coldstream Capital Management
Washington
$26.7M +$227K +2,043 +0.9%
UCFA
42
United Capital Financial Advisors
Texas
$25.8M +$448K +4,031 +2%
MNG
43
Manning & Napier Group
New York
$25.3M -$25.8M – –
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$24.7M -$392K -3,524 -2%
PA
45
Paracle Advisors
Washington
$22.6M -$1.82M -16,361 -7%
AWA
46
Alaska Wealth Advisors
Alaska
$22.3M +$1.16M +10,466 +6%
PFG
47
Piershale Financial Group
Illinois
$21.7M +$10.4M +93,432 +92%
A
48
AdvicePeriod
California
$21.5M +$458K +4,112 +2%
BC
49
Brinker Capital
Pennsylvania
$21.3M +$2.12M +19,072 +11%
SFA
50
Sequoia Financial Advisors
Ohio
$19.6M +$18.2K +164 +0.1%
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