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iShares National Muni Bond ETF
MUB

Overview Fund Activity

671 hedge funds and large institutions have $10.3B invested in iShares National Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 316 increasing their positions, 175 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+23
Holders Change %
+3.55%
% of All Funds
14.74%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
1.12%
New
61
Increased
316
Reduced
175
Closed
32
Calls
$331K
Puts
$2.74M
Net Calls
-$2.41M
Net Calls Change
-$1.06M

Top Buyers

1
BlackRock
BlackRock
New York
$454M
2
UBS Group
UBS Group
Switzerland
$667M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$354M
4
Bank of America
Bank of America
North Carolina
$1.44B
5
Financial Engines Advisors
Financial Engines Advisors
California
$47.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$396M
2
FI
FormulaFolio Investments
Michigan
$5.12M
3
Lazard Asset Management
Lazard Asset Management
New York
$43.3M
4
MNG
Manning & Napier Group
New York
$26.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$52.5M +$2.3M +20,201 +5%
HHGA
27
Halbert Hargrove Global Advisors
California
$52.1M -$333K -2,922 -0.6%
Barclays
28
Barclays
United Kingdom
$50.8M -$1.16M -10,196 -2%
Financial Engines Advisors
29
Financial Engines Advisors
California
$47.8M +$38.7M +338,777 +423%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$45.8M +$2.4M +21,010 +6%
Lazard Asset Management
31
Lazard Asset Management
New York
$43.3M -$41.7M – –
Wealthfront Advisers
32
Wealthfront Advisers
California
$42.2M -$1.06M -9,281 -2%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$41.6M +$716K +6,279 +2%
Nisa Investment Advisors
34
Nisa Investment Advisors
Missouri
$41.2M – – –
PS
35
Portfolio Solutions
Michigan
$40.4M -$3.52M -30,882 -8%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$37.9M +$5.36M +47,018 +16%
USAA
37
United Services Automobile Association
Texas
$37.7M +$2M +17,564 +6%
Franklin Resources
38
Franklin Resources
California
$37.4M +$1.24M +10,825 +3%
UCFA
39
United Capital Financial Advisors
Texas
$31.3M +$3.89M +34,137 +14%
Jane Street
40
Jane Street
New York
$31.2M +$30.8M +269,723 +8,023%
V
41
Veritable
Delaware
$30.3M -$1.57M -13,735 -5%
HCM
42
Hengehold Capital Management
Ohio
$28.7M +$1.04M +9,085 +4%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$28.4M +$2.7M +23,620 +11%
RJA
44
Raymond James & Associates
Florida
$27.4M -$566K -4,958 -2%
CCM
45
Coldstream Capital Management
Washington
$27.2M -$976K -8,554 -3%
MNG
46
Manning & Napier Group
New York
$26.2M -$26.2M – –
WRF
47
Waddell & Reed Financial
Kansas
$25.8M – – –
EC
48
Estate Counselors
Wisconsin
$25.1M -$1.32M -11,545 -5%
B
49
Bailard
California
$24.4M +$11M +96,534 +82%
BC
50
Brinker Capital
Pennsylvania
$23.6M +$1.42M +12,427 +6%
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