MUB icon

iShares National Muni Bond ETF

1,017 hedge funds and large institutions have $17.4B invested in iShares National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 515 increasing their positions, 275 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+22
Holders Change %
+2.21%
% of All Funds
17.75%
Holding in Top 10
75
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.71%
% of All Funds
1.31%
New
76
Increased
515
Reduced
275
Closed
39
Calls
$5.68M
Puts
$9.73M
Net Calls
-$4.04M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Shares
Change %
KFP
651
KMG Fiduciary Partners
Ohio
$739K +$39.8K +340 +6%
TTWM
652
TCV Trust & Wealth Management
Virginia
$738K -$97.8K -835 -12%
RB
653
Renasant Bank
Mississippi
$734K +$139K +1,185 +23%
HH
654
Hilltop Holdings
Texas
$733K
AFC
655
AFT Forsyth & Company
Florida
$732K
IFA
656
Interactive Financial Advisors
Illinois
$728K +$711K +6,056 +4,092%
KCA
657
Karn Couzens & Associates
Connecticut
$718K +$380K +3,244 +112%
BCM
658
Boltwood Capital Management
California
$715K
BWM
659
Benchmark Wealth Management
Connecticut
$705K
RP
660
Rice Partnership
Hawaii
$703K +$703K +6,000 New
CPIG
661
Chicago Partners Investment Group
Illinois
$701K +$153K +1,294 +28%
SP
662
Successful Portfolios
Florida
$697K
PFM
663
Parsec Financial Management
North Carolina
$685K +$159K +1,354 +30%
Neuberger Berman Group
664
Neuberger Berman Group
New York
$681K +$22K +188 +3%
W
665
WealthOne
New York
$680K -$317K -2,705 -32%
BC
666
Brio Consultants
California
$675K -$98.4K -840 -13%
ACI
667
Alpha Cubed Investments
California
$670K -$57.8K -493 -8%
PG
668
Patten Group
Tennessee
$670K +$118K +1,010 +21%
PWM
669
PRW Wealth Management
Massachusetts
$670K +$670K +5,715 New
VVP
670
Venture Visionary Partners
Ohio
$668K +$19.6K +167 +3%
CHAM
671
Clear Harbor Asset Management
Connecticut
$664K +$317K +2,707 +91%
WI
672
Wintrust Investments
Illinois
$658K +$84.3K +719 +15%
GIA
673
Gladstone Institutional Advisory
Florida
$657K +$39K +333 +6%
FWM
674
FSA Wealth Management
Massachusetts
$654K -$14.2K -121 -2%
FHA
675
Flagship Harbor Advisors
Massachusetts
$653K -$225K -1,916 -26%