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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 %
NA
601
NewEdge Advisors
Louisiana
$257 +$257 +2,357 New
WA
602
WBH Advisory
Maryland
$244 +$244 +2,242 New
AIM
603
Allen Investment Management
New York
– -$24M -222,176 Closed
FTIOP
604
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$48.6M -221,647 Closed
WAAG
605
Wealth Alliance Advisory Group
Kansas
– -$3.79M -35,135 Closed
EFS
606
Edelman Financial Services
Virginia
– -$2.82M -26,134 Closed
RCAG
607
Rehmann Capital Advisory Group
Michigan
– -$1.64M -15,164 Closed
WAM
608
Weiss Asset Management
Massachusetts
– -$1.62M -15,000 Closed
FTS
609
Fifth Third Securities
Ohio
– -$1.55M -14,340 Closed
BRF
610
B. Riley Financial
California
– -$1.09M -10,108 Closed
SIC
611
Sigma Investment Counselors
Michigan
– -$873K -8,090 Closed
FF
612
Fluent Financial
Texas
– -$769K -7,120 Closed
BL
613
BFSG LLC
California
– -$509K -4,714 Closed
OAM
614
Oxford Asset Management
United Kingdom
– -$437K -4,047 Closed
Susquehanna International Group
615
Susquehanna International Group
Pennsylvania
– -$405K -3,754 Closed
BA
616
Bristlecone Advisors
Washington
– -$397K -3,675 Closed
DAS
617
Dynamic Advisor Solutions
Arizona
– -$335K -3,103 Closed
VWA
618
V Wealth Advisors
Kansas
– -$304K -2,810 Closed
CB
619
Chemical Bank
Michigan
– -$278K -2,575 Closed
HB
620
Homrich & Berg
Georgia
– -$267K -2,474 Closed
PWM
621
Paulson Wealth Management
Illinois
– -$240K -2,226 Closed
WF
622
Welch & Forbes
Massachusetts
– -$236K -2,185 Closed
TFCP
623
Twin Focus Capital Partners
Massachusetts
– -$234K -2,164 Closed
BFG
624
Bouchey Financial Group
New York
– -$209K -1,940 Closed
LFS
625
Legacy Financial Strategies
Kansas
– -$204K -1,902 Closed
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