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iShares National Muni Bond ETF
MUB

Overview Fund Activity

597 hedge funds and large institutions have $8.76B invested in iShares National Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 227 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+90
Holders Change %
+17.75%
% of All Funds
13.32%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.16%
New
136
Increased
227
Reduced
161
Closed
38
Calls
$2.97M
Puts
$3.35M
Net Calls
-$381K
Net Calls Change
+$2.53M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$812M
2
OWM
Orgel Wealth Management
Wisconsin
+$149M
3
Creative Planning
Creative Planning
Kansas
+$134M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$113M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$100M

Top Sellers

1
BlackRock
BlackRock
New York
-$279M
2
CWM
Cornerstone Wealth Management
Missouri
-$147M
3
UBS Group
UBS Group
Switzerland
-$89.3M
4
RWP
RWA Wealth Partners
Massachusetts
-$64.5M
5
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$48.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
501
Trustmark National Bank Trust Department
Mississippi
$257K -$241K -2,218 -48%
MCTIC
502
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$256K -$302K – –
GBT
503
Grove Bank & Trust
Florida
$252K -$145K -1,336 -37%
OWA
504
One Wealth Advisors
California
$252K -$32.7K -299 -11%
TCPWM
505
Traverso Chambers Private Wealth Management
California
$252K +$252K +2,315 New
GC
506
Grimes & Company
Massachusetts
$250K -$221K -2,028 -47%
SIM
507
Sterling Investment Management
Arizona
$246K +$246K +2,258 New
EIA
508
Eldridge Investment Advisors
New Hampshire
$245K – – –
WT
509
Washington Trust
Rhode Island
$243K – – –
VCM
510
Vivaldi Capital Management
Illinois
$241K +$241K +2,214 New
KFA
511
Kelleher Financial Advisors
New York
$240K – – –
SFPM
512
Sensible Financial Planning & Management
Massachusetts
$236K – – –
BCM
513
Brasada Capital Management
Texas
$234K +$234K +2,147 New
TNB
514
Thomasville National Bank
Georgia
$233K – – –
MOS
515
MGO One Seven
Ohio
$233K +$233K +2,142 New
LS
516
Lattice Strategies
Pennsylvania
$232K +$15.2K +140 +7%
MIA
517
MainStreet Investment Advisors
Illinois
$232K +$232K +2,126 New
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$232K -$4.58K -42 -2%
Lido Advisors
519
Lido Advisors
California
$231K -$180K -1,653 -44%
HFM
520
Hartford Financial Management
Connecticut
$229K +$50.5K +464 +28%
RFA
521
Reilly Financial Advisors
California
$229K +$120K +1,100 +110%
CL
522
Cabana LLC
Arkansas
$229K +$229K +2,097 New
PWM
523
Perigon Wealth Management
California
$228K -$127K -1,168 -36%
PAM
524
Peak Asset Management
Colorado
$226K – – –
HS
525
Horan Securities
United States
$225K +$225K +2,060 New
19 20
21
22 23