MUB icon

iShares National Muni Bond ETF

991 hedge funds and large institutions have $15.5B invested in iShares National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 487 increasing their positions, 194 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+119
Holders Change %
+13.65%
% of All Funds
17.58%
Holding in Top 10
100
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+11.11%
% of All Funds
1.77%
New
166
Increased
487
Reduced
194
Closed
32
Calls
$5.36M
Puts
$9.35M
Net Calls
-$4M
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Shares
Change %
OGF
551
Orin Green Financial
California
$954K +$954K +8,139 New
DWM
552
Dakota Wealth Management
Florida
$952K +$231K +1,971 +32%
MWM
553
Minot Wealth Management
Massachusetts
$949K
FPGK
554
Financial Partners Group (Kansas)
Kansas
$934K +$448K +3,826 +92%
ClearBridge Investments
555
ClearBridge Investments
New York
$927K
CF
556
Centaurus Financial
California
$924K +$250K +2,135 +37%
PFT
557
Providence First Trust
Arizona
$921K +$117K +1,000 +15%
VPIM
558
Vanguard Personalized Indexing Management
California
$911K -$1.21M -10,322 -57%
WCF
559
West Coast Financial
California
$910K +$86.1K +734 +10%
WA
560
Wealth Alliance
New York
$910K +$278K +2,374 +44%
FHA
561
Flagship Harbor Advisors
Massachusetts
$909K +$60.5K +516 +7%
ODG
562
O'Dell Group
Ohio
$903K +$903K +7,704 New
AT
563
Arden Trust
Delaware
$888K
IP
564
Investment Partners
Ohio
$888K
PA
565
Procyon Advisors
Connecticut
$886K +$188K +1,600 +27%
FNT
566
First National Trust
Pennsylvania
$886K +$403K +3,439 +83%
OWA
567
One Wealth Advisors
California
$883K +$883K +7,536 New
IA
568
IFG Advisory
Georgia
$876K -$32.1K -274 -4%
PWM
569
PBMares Wealth Management
Virginia
$876K +$26.5K +226 +3%
CIA
570
Compass Ion Advisors
Pennsylvania
$871K +$9.14K +78 +1%
AF
571
Arrow Financial
New York
$870K -$93.8K -800 -10%
BWA
572
Burt Wealth Advisors
Maryland
$870K +$205K +1,747 +31%
RCM
573
Requisite Capital Management
Texas
$859K -$2.27M -19,350 -73%
COCM
574
Charter Oak Capital Management
New Hampshire
$850K +$850K +7,252 New
SFWA
575
Summit Financial Wealth Advisors
Louisiana
$845K +$164K +1,415 +24%