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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
$531M
2
Bank of America
Bank of America
North Carolina
$1.37B
3
HHGA
Halbert Hargrove Global Advisors
California
$52M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$274M
5
Barclays
Barclays
United Kingdom
$51.5M

Top Sellers

1
BlackRock
BlackRock
New York
$161M
2
Jane Street
Jane Street
New York
$380K
3
Lazard Asset Management
Lazard Asset Management
New York
$41.7M
4
UBS Group
UBS Group
Switzerland
$560M
5
MNG
Manning & Napier Group
New York
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
26
Barclays
United Kingdom
$51.5M +$37.5M +331,373 +267%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$49.8M +$2.29M +20,289 +5%
FI
28
FormulaFolio Investments
Michigan
$49.2M +$5.55M +49,063 +13%
TF
29
TIAA FSB
Florida
$45.5M +$12.2M +107,671 +36%
PS
30
Portfolio Solutions
Michigan
$43.6M -$543K -4,803 -1%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$43M +$7.32M +64,702 +20%
Wealthfront Advisers
32
Wealthfront Advisers
California
$42.9M -$695K -6,145 -2%
Lazard Asset Management
33
Lazard Asset Management
New York
$41.7M -$41.5M – –
Nisa Investment Advisors
34
Nisa Investment Advisors
Missouri
$40.8M -$7.02M -62,100 -15%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$40.5M +$1.9M +16,796 +5%
Franklin Resources
36
Franklin Resources
California
$35.8M -$592K -5,233 -2%
USAA
37
United Services Automobile Association
Texas
$35.4M +$3.83M +33,842 +12%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$32.2M +$12.7M +112,379 +65%
V
39
Veritable
Delaware
$31.5M -$4.01M -35,500 -11%
CCM
40
Coldstream Capital Management
Washington
$27.9M +$736K +6,505 +3%
RJA
41
Raymond James & Associates
Florida
$27.7M +$137K +1,213 +0.5%
HCM
42
Hengehold Capital Management
Ohio
$27.4M +$18.3M +161,509 +199%
UCFA
43
United Capital Financial Advisors
Texas
$27.1M +$927K +8,196 +4%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$26.9M +$10.4M +91,832 +63%
MNG
45
Manning & Napier Group
New York
$26.2M -$25.3M – –
EC
46
Estate Counselors
Wisconsin
$26.2M -$1.34M -11,865 -5%
WRF
47
Waddell & Reed Financial
Kansas
$25.6M -$20.8M -184,100 -45%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$25.4M +$324K +2,861 +1%
OIA
49
OneDigital Investment Advisors
Kansas
$25M +$19.8M +174,660 +375%
A
50
AdvicePeriod
California
$23M +$1.16M +10,298 +5%
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