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iShares National Muni Bond ETF
MUB

Overview Fund Activity

648 hedge funds and large institutions have $9.49B invested in iShares National Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 279 increasing their positions, 185 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+32
Holders Change %
+5.19%
% of All Funds
14.1%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.13%
New
74
Increased
279
Reduced
185
Closed
37
Calls
–
Puts
$1.35M
Net Calls
-$1.35M
Net Calls Change
+$1.91M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$225M
2
Bank of America
Bank of America
North Carolina
+$99.8M
3
HHGA
Halbert Hargrove Global Advisors
California
+$52M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$47.5M
5
Barclays
Barclays
United Kingdom
+$37.5M

Top Sellers

1
BlackRock
BlackRock
New York
-$345M
2
Jane Street
Jane Street
New York
-$81.6M
3
Lazard Asset Management
Lazard Asset Management
New York
-$41.5M
4
UBS Group
UBS Group
Switzerland
-$37.6M
5
MNG
Manning & Napier Group
New York
-$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
576
Horan Securities
United States
$224K +$339 +3 +0.2%
MIM
577
Macroview Investment Management
Maryland
$219K +$113 +1 +0.1%
CFS
578
CRA Financial Services
New Jersey
$217K – – –
RA
579
RFG Advisory
Alabama
$217K +$793 +7 +0.4%
HCM
580
Hudson Capital Management
New Jersey
$215K -$116K -1,025 -35%
CWM
581
Centric Wealth Management
Illinois
$213K +$1.13K +10 +0.5%
LFA
582
Legacy Financial Advisors
Kentucky
$212K – – –
CB
583
Community Bank
New York
$212K – – –
NAS
584
Nicolet Advisory Services
Wisconsin
$210K – – –
SBH
585
Segall Bryant & Hamill
Illinois
$209K – – –
CB
586
Chemical Bank
Michigan
$208K -$567 -5 -0.3%
AFNAS
587
American Financial Network Advisory Services
California
$208K – – –
FHB
588
First Hawaiian Bank
Hawaii
$207K – – –
DWT
589
Dorsey & Whitney Trust
South Dakota
$202K +$202K +1,780 New
VFA
590
Valeo Financial Advisors
Indiana
$191K -$22.1K -196 -10%
GSWM
591
Golden State Wealth Management
California
$190K -$61.9K -550 -25%
CWA
592
Clarus Wealth Advisors
Arizona
$187K -$4.64K -41 -2%
ST
593
Smithfield Trust
Pennsylvania
$166K – – –
KBFS
594
Kohmann Bosshard Financial Services
Ohio
$162K +$162K +1,432 New
MPWT
595
MassMutual Private Wealth & Trust
Connecticut
$159K -$5.75K -51 -3%
TNBTD
596
Trustmark National Bank Trust Department
Mississippi
$158K -$7.9K -70 -5%
SFC
597
SYM Financial Corp
Indiana
$155K – – –
AWM
598
AllSquare Wealth Management
New York
$155K – – –
DWM
599
Doyle Wealth Management
Florida
$142K +$142K +1,255 New
TFA
600
Toth Financial Advisory
Virginia
$139K – – –
22 23
24
25 26