MUB icon

iShares National Muni Bond ETF

816 hedge funds and large institutions have $10.9B invested in iShares National Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 332 increasing their positions, 264 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
18.03%
Holding in Top 10
87
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+33.85%
% of All Funds
1.92%
New
102
Increased
332
Reduced
264
Closed
71
Calls
$11M
Puts
$23.6M
Net Calls
-$12.6M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
601
CCG Wealth Management
California
$384K -$83.3K -738 -18%
Neuberger Berman Group
602
Neuberger Berman Group
New York
$384K +$384K +3,396 New
VWA
603
Visionary Wealth Advisors
Illinois
$379K +$166K +1,470 +78%
BS
604
Boenning & Scattergood
Pennsylvania
$378K +$113 +1 +0%
DBRC
605
D.B. Root & Company
Pennsylvania
$375K +$375K +3,325 New
EHC
606
Everett Harris & Co
California
$373K +$373K +3,303 New
FWIA
607
Fort Washington Investment Advisors
Ohio
$372K -$23.1K -204 -6%
FNBT
608
FineMark National Bank & Trust
Florida
$371K
NEGWA
609
New England Guild Wealth Advisors
Connecticut
$370K
C
610
Certuity
Florida
$366K +$22K +195 +6%
WA
611
Winfield Associates
Ohio
$362K +$11.3K +100 +3%
AWM
612
Alterna Wealth Management
Texas
$357K +$19.8K +175 +6%
ANB
613
Amarillo National Bank
Texas
$356K
HP
614
HT Partners
Connecticut
$356K
WP
615
WMS Partners
Maryland
$355K
JWS
616
Juncture Wealth Strategies
Arizona
$353K +$109K +962 +45%
HB
617
Homrich & Berg
Georgia
$352K -$29.6K -262 -8%
NFG
618
NewFocus Financial Group
Washington
$348K +$348K +3,080 New
PCG
619
Private Capital Group
Connecticut
$343K
SWM
620
SigFig Wealth Management
California
$341K -$7.46K -66 -2%
AP
621
Adero Partners
California
$340K +$22.2K +197 +7%
MGIA
622
Moneta Group Investment Advisors
Missouri
$340K +$340K +3,009 New
AWM
623
Avondale Wealth Management
Texas
$339K -$9.38K -83 -3%
RWA
624
Ropes Wealth Advisors
Massachusetts
$336K +$336K +2,975 New
WCM
625
Windham Capital Management
Massachusetts
$333K