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iShares National Muni Bond ETF
MUB

Overview Fund Activity

799 hedge funds and large institutions have $11.2B invested in iShares National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 366 increasing their positions, 154 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
+128
Holders Change %
+19.08%
% of All Funds
15.78%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.28%
New
167
Increased
366
Reduced
154
Closed
30
Calls
$2.02M
Puts
$2.75M
Net Calls
-$730K
Net Calls Change
+$1.68M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.55B
2
Betterment LLC
Betterment LLC
New York
$759M
3
BlackRock
BlackRock
New York
$544M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$83.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$631M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$594M
2
Barclays
Barclays
United Kingdom
$0
3
Wells Fargo
Wells Fargo
California
$350M
4
Lazard Asset Management
Lazard Asset Management
New York
$38.2M
5
MNG
Manning & Napier Group
New York
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$60.2M +$38.1M +334,384 +172%
Nisa Investment Advisors
27
Nisa Investment Advisors
Missouri
$59.1M +$18M +157,858 +44%
AL
28
Aspiriant LLC
California
$57.6M +$4.54M +39,863 +9%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$56.9M +$4.47M +39,243 +9%
Financial Engines Advisors
30
Financial Engines Advisors
California
$53M +$5.3M +46,534 +11%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$51.2M +$5.75M +50,827 +13%
HHGA
32
Halbert Hargrove Global Advisors
California
$49.1M -$2.9M -25,423 -6%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$46.2M +$8.35M +73,271 +22%
Franklin Resources
34
Franklin Resources
California
$41.8M +$4.5M +39,463 +12%
Wealthfront Advisers
35
Wealthfront Advisers
California
$41.2M -$946K -8,304 -2%
PS
36
Portfolio Solutions
Michigan
$40.1M -$249K -2,184 -0.6%
USAA
37
United Services Automobile Association
Texas
$39.5M +$1.81M +15,923 +5%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$38.9M -$2.59M -22,749 -6%
Lazard Asset Management
39
Lazard Asset Management
New York
$38.2M -$43.3M – –
AWA
40
Alaska Wealth Advisors
Alaska
$35.8M +$35.8M +314,171 New
HCM
41
Hengehold Capital Management
Ohio
$35.7M +$7.02M +61,585 +24%
UCFA
42
United Capital Financial Advisors
Texas
$31.1M -$101K -891 -0.3%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$30.4M +$2.13M +18,712 +8%
V
44
Veritable
Delaware
$30.2M – – –
RJA
45
Raymond James & Associates
Florida
$29.9M +$2.57M +22,583 +9%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$28.3M +$28.3M +248,546 New
Stifel Financial
47
Stifel Financial
Missouri
$27.8M +$12M +105,621 +76%
B
48
Bailard
California
$27.4M +$3.02M +26,521 +12%
MNG
49
Manning & Napier Group
New York
$26.5M -$26.2M – –
WRF
50
Waddell & Reed Financial
Kansas
$25.8M – – –
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