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iShares National Muni Bond ETF
MUB

Overview Fund Activity

995 hedge funds and large institutions have $15.9B invested in iShares National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 506 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
17.52%
Holding in Top 10
84
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-16%
% of All Funds
1.48%
New
78
Increased
506
Reduced
251
Closed
68
Calls
$5.37M
Puts
$10.6M
Net Calls
-$5.25M
Net Calls Change
-$1.25M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$919M
2
Betterment LLC
2
Betterment LLC
New York
$948M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$321M
4
TF
4
TIAA FSB
Florida
$276M
5
Morgan Stanley
5
Morgan Stanley
New York
$414M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$77.6M
2
GC
2
Grimes & Company
Massachusetts
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$302M
4
SS
4
Simplicity Solutions
Minnesota
$1.06M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$33.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$114M +$6.55M +56,325 +6%
Osaic Holdings
27
Osaic Holdings
Arizona
$95.2M +$9.43M +81,333 +11%
CAG
28
Crestwood Advisors Group
Massachusetts
$93.5M +$4.06K +35 +0%
Goldman Sachs
29
Goldman Sachs
New York
$84.2M +$25.9M +223,404 +44%
Truist Financial
30
Truist Financial
North Carolina
$81.1M -$546K -4,705 -0.7%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$80.5M +$3.55M +30,551 +5%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$77.6M -$111M -960,261 -59%
FSC
33
Full Sail Capital
Oklahoma
$72M +$4.18M +35,987 +6%
UCFA
34
United Capital Financial Advisors
Texas
$72M +$9.6M +82,722 +15%
MML Investors Services
35
MML Investors Services
Massachusetts
$72M +$17.6M +151,876 +32%
OWM
36
Orgel Wealth Management
Wisconsin
$66.2M -$8.91M -76,774 -12%
Mariner
37
Mariner
Kansas
$60.4M -$3.91M -33,668 -6%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$56.9M +$8.85M +76,226 +18%
EI
39
Ellevest Inc
New York
$53.4M +$9.49M +81,808 +22%
MYLI
40
Meiji Yasuda Life Insurance
Japan
$48.7M – – –
CWM
41
Cahaba Wealth Management
Georgia
$45.2M +$13.1M +113,102 +41%
AL
42
Aspiriant LLC
California
$44.1M -$3.46M -29,811 -7%
Franklin Resources
43
Franklin Resources
California
$43.9M -$296K -2,554 -0.7%
AWA
44
Alaska Wealth Advisors
Alaska
$43.7M +$5.15M +44,375 +13%
B
45
Bailard
California
$42M +$24.7K +213 +0.1%
SFA
46
Sequoia Financial Advisors
Ohio
$40.4M +$1.98M +17,030 +5%
W
47
WealthStone
Ohio
$37.2M +$1.17M +10,049 +3%
Stifel Financial
48
Stifel Financial
Missouri
$37.2M +$3.35M +28,844 +10%
EVM
49
Eaton Vance Management
Massachusetts
$36.5M +$930K +8,011 +3%
AWM
50
AE Wealth Management
Kansas
$36M -$5.85M -50,380 -14%
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