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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 %
BF
526
BOK Financial
Oklahoma
$224K +$224K +2,058 New
WWM
527
Western Wealth Management
Colorado
$222K +$222K +2,030 New
TTWM
528
TCV Trust & Wealth Management
Virginia
$221K -$39.9K -367 -15%
AWM
529
Altavista Wealth Management
North Carolina
$213K +$213K +1,950 New
TFA
530
Transamerica Financial Advisors
Florida
$211K +$202K +1,845 +2,145%
CFS
531
CRA Financial Services
New Jersey
$209K +$209K +1,915 New
LHC
532
Little House Capital
Massachusetts
$209K +$209K +1,921 New
RA
533
RFG Advisory
Alabama
$208K -$104K -953 -33%
CCMG
534
Clark Capital Management Group
Pennsylvania
$208K -$13K -119 -6%
CB
535
Community Bank
New York
$204K – – –
CWM
536
Centric Wealth Management
Illinois
$204K +$204K +1,870 New
MCM
537
Maryland Capital Management
Maryland
$204K +$204K +1,874 New
HPWM
538
Highland Private Wealth Management
Washington
$201K +$201K +1,842 New
AAS
539
Avantax Advisory Services
Texas
$201K +$201K +1,853 New
AFNAS
540
American Financial Network Advisory Services
California
$200K +$200K +1,835 New
FHB
541
First Hawaiian Bank
Hawaii
$199K – – –
SFA
542
Stewardship Financial Advisors
Georgia
$188K -$823K -7,532 -81%
CWA
543
Clarus Wealth Advisors
Arizona
$184K -$9.71K -89 -5%
PGWM
544
Parisi Gray Wealth Management
New Jersey
$184K – – –
CFD
545
Creative Financial Designs
Indiana
$168K +$1.42K +13 +0.9%
ST
546
Smithfield Trust
Pennsylvania
$160K -$829K -7,618 -84%
VFA
547
Valeo Financial Advisors
Indiana
$149K -$2.72K -25 -2%
AWM
548
AllSquare Wealth Management
New York
$149K +$7.18K +66 +5%
TFA
549
Toth Financial Advisory
Virginia
$134K -$4.37K -40 -3%
AF
550
Arrow Financial
New York
$127K – – –
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