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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,017 hedge funds and large institutions have $17.4B invested in iShares National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 515 increasing their positions, 275 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+22
Holders Change %
+2.21%
% of All Funds
17.75%
Holding in Top 10
75
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.71%
% of All Funds
1.31%
New
76
Increased
515
Reduced
275
Closed
39
Calls
$5.68M
Puts
$9.73M
Net Calls
-$4.04M
Net Calls Change
+$1.2M

Top Buyers

1
Jane Street
Jane Street
New York
$406M
2
BlackRock
BlackRock
New York
$444M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.1B
4
SEI Investments
SEI Investments
Pennsylvania
$594M
5
Betterment LLC
Betterment LLC
New York
$1.07B

Top Sellers

1
Charles Schwab
Charles Schwab
California
$23.2M
2
FP
Financial Perspectives
Minnesota
$600K
3
Lazard Asset Management
Lazard Asset Management
New York
$32.9M
4
Financial Engines Advisors
Financial Engines Advisors
California
$203M
5
MNG
Manning & Napier Group
New York
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
501
Cooper Financial Group
California
$1.5M +$518K +4,416 +52%
VFA
502
Valeo Financial Advisors
Indiana
$1.5M -$185K -1,581 -11%
TPWA
503
TRUE Private Wealth Advisors
Oregon
$1.47M +$344K +2,935 +31%
KWM
504
Kingsview Wealth Management
Oregon
$1.46M +$15.9K +136 +1%
Lido Advisors
505
Lido Advisors
California
$1.46M -$76K -649 -5%
BB
506
Berkshire Bank
Massachusetts
$1.45M +$287K +2,450 +25%
RCAG
507
Rehmann Capital Advisory Group
Michigan
$1.45M -$36.5K -317 -2%
FANJ
508
Financial Architects (New Jersey)
New Jersey
$1.43M +$266K +2,267 +23%
RWP
509
RWA Wealth Partners
Massachusetts
$1.42M -$810K -6,906 -36%
WAS
510
Wealth Advisory Solutions
Indiana
$1.4M -$164K -1,400 -10%
CAG
511
Csenge Advisory Group
Florida
$1.4M +$236K +2,019 +20%
DWT
512
Dorsey & Whitney Trust
South Dakota
$1.4M -$238K -2,029 -15%
PGFC
513
Peapack-Gladstone Financial Corp
New Jersey
$1.39M – – –
AWA
514
ARS Wealth Advisors
Florida
$1.39M +$914K +7,800 +194%
FI
515
Financial Insights
Washington
$1.38M -$996K -850 -42%
FC
516
FCA Corp
Texas
$1.38M -$28.1K -240 -2%
GFP
517
Gryphon Financial Partners
Ohio
$1.37M -$13.6K -117 -1%
TPCW
518
TD Private Client Wealth
New York
$1.37M +$196K +1,674 +17%
JFGLC
519
Johnson Financial Group LLC (Colorado)
Colorado
$1.36M – – –
FPGK
520
Financial Partners Group (Kansas)
Kansas
$1.36M +$404K +3,443 +42%
VWA
521
Visionary Wealth Advisors
Illinois
$1.36M +$589K +5,026 +77%
EPM
522
Elm Partners Management
Pennsylvania
$1.35M -$126K -1,073 -9%
GCA
523
Genesee Capital Advisors
New York
$1.35M +$1.35M +11,549 New
IA
524
IAM Advisory
Pennsylvania
$1.35M +$1.35M +11,549 New
SFS
525
Sowell Financial Services
Arkansas
$1.35M -$119K -1,015 -8%
19 20
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