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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 %
SW
501
SVB Wealth
Massachusetts
$787K +$768K +6,665 +4,064%
PIM
502
Parker Investment Management
California
$785K +$785K +6,800 New
BCM
503
BTC Capital Management
Iowa
$783K – – –
SFG
504
SNS Financial Group
Minnesota
$774K -$40.1K -348 -5%
IA
505
IFG Advisory
Georgia
$773K -$12K -104 -2%
IP
506
Investment Partners
Ohio
$773K +$367K +3,178 +90%
FP
507
Financial Perspectives
Minnesota
$773K +$773K +6,697 New
HH
508
Hilltop Holdings
Texas
$768K -$42.4K -368 -5%
RCA
509
Resonant Capital Advisors
Wisconsin
$766K +$766K +6,642 New
SWM
510
SeaCrest Wealth Management
New York
$763K +$115 +1 +0%
MPCG
511
Matrix Private Capital Group
New York
$756K -$82.9K -719 -10%
HCM
512
Harvey Capital Management
Florida
$750K – – –
PWA
513
Physician Wealth Advisors
Utah
$750K +$21.6K +184 +3%
TWM
514
Tolleson Wealth Management
Texas
$743K +$743K +6,438 New
LNWWM
515
Laird Norton Wetherby Wealth Management
California
$726K -$2.07M -17,920 -74%
CCM
516
Covington Capital Management
California
$720K +$89.4K +775 +14%
LFS
517
Legacy Financial Strategies
Kansas
$716K +$61.2K +530 +9%
SIA
518
Starfire Investment Advisers
Michigan
$714K – – –
SW
519
StrongBox Wealth
Missouri
$713K -$26.9K -233 -4%
WFA
520
Wade Financial Advisory
California
$713K +$79.4K +688 +13%
BCM
521
Brookstone Capital Management
Illinois
$711K +$292K +2,531 +70%
FWM
522
FSA Wealth Management
Massachusetts
$700K -$6.12K -53 -0.9%
WP
523
WealthPLAN Partners
Nebraska
$699K +$699K +5,977 New
BWM
524
Benchmark Wealth Management
Connecticut
$694K -$183K -1,582 -21%
PA
525
Procyon Advisors
Connecticut
$689K +$115K +997 +20%
19 20
21
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