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iShares National Muni Bond ETF
MUB

Overview Fund Activity

991 hedge funds and large institutions have $15.5B invested in iShares National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 487 increasing their positions, 194 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+119
Holders Change %
+13.65%
% of All Funds
17.58%
Holding in Top 10
100
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+11.11%
% of All Funds
1.77%
New
166
Increased
487
Reduced
194
Closed
32
Calls
$5.36M
Puts
$9.35M
Net Calls
-$4M
Net Calls Change
+$33M

Top Buyers

1
BlackRock
BlackRock
New York
$206M
2
US Bancorp
US Bancorp
Minnesota
$342M
3
Betterment LLC
Betterment LLC
New York
$828M
4
Creative Planning
Creative Planning
Kansas
$797M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$355M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$363M
2
CCFM
Clear Creek Financial Management
Washington
$0
3
Ameriprise
Ameriprise
Minnesota
$108M
4
Lazard Asset Management
Lazard Asset Management
New York
$35.8M
5
MNG
Manning & Napier Group
New York
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$101M +$11.2M +95,593 +12%
CAG
27
Crestwood Advisors Group
Massachusetts
$94.4M -$1.83M -15,579 -2%
Osaic Holdings
28
Osaic Holdings
Arizona
$86.3M +$9.14M +78,277 +12%
LPL Financial
29
LPL Financial
California
$83.3M +$6.97M +59,467 +9%
Truist Financial
30
Truist Financial
North Carolina
$82.4M +$6.43M +54,834 +8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$77.7M +$4.33M +36,935 +6%
OWM
32
Orgel Wealth Management
Wisconsin
$75.8M -$9.96M -84,954 -12%
Nisa Investment Advisors
33
Nisa Investment Advisors
Missouri
$74.3M +$30.7M +261,852 +70%
FSC
34
Full Sail Capital
Oklahoma
$68.7M +$9.06M +77,119 +15%
Mariner
35
Mariner
Kansas
$65M +$25.7M +219,107 +65%
UCFA
36
United Capital Financial Advisors
Texas
$63M +$9.38M +80,050 +18%
Goldman Sachs
37
Goldman Sachs
New York
$58.9M -$107K -915 -0.2%
MML Investors Services
38
MML Investors Services
Massachusetts
$54.9M +$12.4M +105,819 +29%
GC
39
Grimes & Company
Massachusetts
$54.6M +$1.1M +9,350 +2%
BCI
40
Brinker Capital Investments
Pennsylvania
$50.1M +$21.2M +181,066 +73%
MYLI
41
Meiji Yasuda Life Insurance
Japan
$49.2M +$49.2M +420,000 New
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$48.6M +$7.77M +66,256 +19%
AL
43
Aspiriant LLC
California
$48M -$5.04M -42,993 -9%
HCM
44
Hengehold Capital Management
Ohio
$45.1M +$327K +2,787 +0.7%
Franklin Resources
45
Franklin Resources
California
$44.6M +$2.15M +18,355 +5%
EI
46
Ellevest Inc
New York
$44.3M +$6.29M +53,706 +17%
1WM
47
1900 Wealth Management
Texas
$42.4M +$42.4M +362,033 New
B
48
Bailard
California
$42.4M -$1.38M -11,737 -3%
AWM
49
AE Wealth Management
Kansas
$42.2M +$9.6M +81,906 +29%
SS
50
Simplicity Solutions
Minnesota
$40M +$8.73M +74,508 +28%
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