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iShares National Muni Bond ETF
MUB

Overview Fund Activity

840 hedge funds and large institutions have $12.6B invested in iShares National Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 363 increasing their positions, 245 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
+24
Holders Change %
+2.94%
% of All Funds
17.27%
Holding in Top 10
85
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.3%
% of All Funds
1.75%
New
100
Increased
363
Reduced
245
Closed
69
Calls
$217M
Puts
$53.6M
Net Calls
+$164M
Net Calls Change
+$176M

Top Buyers

1
Jane Street
Jane Street
New York
+$230M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$134M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$132M
4
Creative Planning
Creative Planning
Kansas
+$127M
5
Ameriprise
Ameriprise
Minnesota
+$110M

Top Sellers

1
SPC
Silver Point Capital
Connecticut
-$47.3M
2
HHGA
Halbert Hargrove Global Advisors
California
-$45M
3
Osaic Holdings
Osaic Holdings
Arizona
-$44.5M
4
Lazard Asset Management
Lazard Asset Management
New York
-$40.3M
5
AC
Athanor Capital
New York
-$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
476
ClearBridge Investments
New York
$913K +$875K +7,576 +2,275%
MWM
477
McNaughton Wealth Management
California
$906K -$9.46K -82 -1%
VC
478
Veracity Capital
Georgia
$904K +$570K +4,947 +171%
NA
479
NewEdge Advisors
Louisiana
$903K -$45.8K -397 -5%
WCF
480
West Coast Financial
California
$893K -$2.42K -21 -0.3%
TC
481
TownSquare Capital
Utah
$892K +$231 +2 +0%
DWM
482
Dakota Wealth Management
Florida
$892K +$2.54K +22 +0.3%
AWM
483
Altavista Wealth Management
North Carolina
$885K +$72.3K +626 +9%
HTC
484
Haverford Trust Company
Pennsylvania
$885K +$569K +4,928 +180%
BFEC
485
Benjamin F. Edwards & Company
Missouri
$881K +$95.8K +830 +12%
GWM
486
Geneos Wealth Management
Colorado
$880K +$184K +1,593 +26%
AT
487
Arden Trust
Delaware
$874K +$874K +7,576 New
FHA
488
Flagship Harbor Advisors
Massachusetts
$869K +$203K +1,756 +30%
VFA
489
Voya Financial Advisors
Connecticut
$863K -$53.1K -460 -6%
ARG
490
Advisory Resource Group
Oklahoma
$852K +$852K +7,380 New
SFWA
491
Summit Financial Wealth Advisors
Louisiana
$841K +$5.88K +51 +0.7%
MAS
492
Managed Account Services
Florida
$838K +$190K +1,633 +29%
CFA
493
Carroll Financial Associates
North Carolina
$832K -$158K -1,367 -16%
WS
494
Wedbush Securities
California
$827K +$119K +1,030 +17%
FTUS
495
Flow Traders U.S.
New York
$825K +$825K +7,150 New
SFP
496
Strategic Financial Partners
Oregon
$813K -$337K -2,921 -29%
EPP
497
ETF Portfolio Partners
Kansas
$802K -$13.2K -114 -2%
FHC
498
First Heartland Consultants
Missouri
$798K -$47.1K -408 -6%
PFT
499
Providence First Trust
Arizona
$791K – – –
KWM
500
Kingsview Wealth Management
Oregon
$789K +$39.7K +344 +5%
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