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iShares National Muni Bond ETF
MUB

Overview Fund Activity

816 hedge funds and large institutions have $10.9B invested in iShares National Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 332 increasing their positions, 264 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
18.03%
Holding in Top 10
87
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+33.85%
% of All Funds
1.92%
New
102
Increased
332
Reduced
264
Closed
71
Calls
$11M
Puts
$23.6M
Net Calls
-$12.6M
Net Calls Change
-$11.9M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$475M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$150M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$445M
4
Morgan Stanley
Morgan Stanley
New York
$295M
5
SPC
Silver Point Capital
Connecticut
$47.3M

Top Sellers

1
BlackRock
BlackRock
New York
$40.4M
2
Betterment LLC
Betterment LLC
New York
$560M
3
Bank of America
Bank of America
North Carolina
$1.38B
4
Creative Planning
Creative Planning
Kansas
$440M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$42.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$56.7M +$289K +2,560 +0.5%
AL
27
Aspiriant LLC
California
$55.5M -$1.64M -14,539 -3%
Financial Engines Advisors
28
Financial Engines Advisors
California
$54.3M +$1.73M +15,320 +3%
Truist Financial
29
Truist Financial
North Carolina
$54.2M -$5.5M -48,679 -9%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$53.7M +$7.87M +69,675 +17%
Nisa Investment Advisors
31
Nisa Investment Advisors
Missouri
$51M -$7.64M -67,614 -13%
HHGA
32
Halbert Hargrove Global Advisors
California
$49.3M +$506K +4,475 +1%
SPC
33
Silver Point Capital
Connecticut
$47.3M +$47.3M +418,800 New
GC
34
Grimes & Company
Massachusetts
$45.7M +$45.7M +404,764 New
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$42.9M -$40.2M -355,712 -48%
AWA
36
Alaska Wealth Advisors
Alaska
$42.9M +$7.36M +65,105 +21%
USAA
37
United Services Automobile Association
Texas
$41.9M +$1.67M +14,375 +4%
Franklin Resources
38
Franklin Resources
California
$41.6M +$63.3K +560 +0.2%
BlackRock
39
BlackRock
New York
$40.4M -$500M -4,421,109 -93%
Lazard Asset Management
40
Lazard Asset Management
New York
$40.3M -$38.2M – –
AC
41
Athanor Capital
New York
$38.4M +$38.4M +339,959 New
HCM
42
Hengehold Capital Management
Ohio
$38.3M +$2.88M +25,514 +8%
PS
43
Portfolio Solutions
Michigan
$36.1M -$3.7M -32,714 -9%
MNG
44
Manning & Napier Group
New York
$32.8M -$26.5M – –
Mariner
45
Mariner
Kansas
$32.1M +$7.96M +70,368 +33%
Stifel Financial
46
Stifel Financial
Missouri
$29.6M +$2.03M +17,920 +7%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$29.6M -$653K -5,782 -2%
B
48
Bailard
California
$28.7M +$1.53M +13,504 +6%
UCFA
49
United Capital Financial Advisors
Texas
$28.6M -$2.24M -19,862 -7%
V
50
Veritable
Delaware
$28.6M -$1.38M -12,240 -5%
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