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iShares National Muni Bond ETF
MUB

Overview Fund Activity

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

Top Buyers

1
Jane Street
1
Jane Street
New York
$406M
2
BlackRock
2
BlackRock
New York
$444M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.1B
4
SEI Investments
4
SEI Investments
Pennsylvania
$594M
5
Betterment LLC
5
Betterment LLC
New York
$1.07B

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$23.2M
2
FP
2
Financial Perspectives
Minnesota
$600K
3
Lazard Asset Management
3
Lazard Asset Management
New York
$32.9M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$203M
5
MNG
5
Manning & Napier Group
New York
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
676
Cullen/Frost Bankers
Texas
$646K – – –
KC
677
Kingfisher Capital
North Carolina
$644K +$1.76K +15 +0.3%
CA
678
CGN Advisors
Kansas
$644K +$146K +1,246 +29%
VCM
679
Vivaldi Capital Management
Illinois
$642K -$164K -1,397 -20%
CWM
680
Chesapeake Wealth Management
Virginia
$642K +$2.34K +20 +0.4%
LNWWM
681
Laird Norton Wetherby Wealth Management
California
$638K – – –
SW
682
SVB Wealth
Massachusetts
$637K -$134K -1,144 -17%
BHWM
683
Bar Harbor Wealth Management
New Hampshire
$635K – – –
HWAM
684
Hennion & Walsh Asset Management
New Jersey
$634K -$54.5K -465 -8%
MWM
685
Meridian Wealth Management
Kentucky
$633K +$66K +563 +12%
FCA
686
FLC Capital Advisors
California
$628K +$2.46K +21 +0.4%
FAM
687
Flaharty Asset Management
Florida
$621K – – –
CFS
688
CRA Financial Services
New Jersey
$618K +$352 +3 +0.1%
HTC
689
Haverford Trust Company
Pennsylvania
$614K – – –
CWA
690
Clearview Wealth Advisors
Oregon
$611K +$234 +2 +0%
GT
691
Glenview Trust
Kentucky
$611K +$105K +900 +21%
SMG
692
Spectrum Management Group
Indiana
$607K +$20.2K +172 +3%
GWM
693
Gray Wealth Management
Maine
$604K +$33.4K +285 +6%
FP
694
Financial Perspectives
Minnesota
$600K -$87.5M -746,539 -99%
BFC
695
Blue Fin Capital
Rhode Island
$592K – – –
JBA
696
Johnson Bixby & Associates
Washington
$591K +$41.6K +355 +8%
QC
697
QCM Cayman
Texas
$590K +$590K +5,034 New
LW
698
Linscomb Wealth
Texas
$588K +$121K +1,033 +26%
SWA
699
Sutton Wealth Advisors
Florida
$588K -$5.16K -44 -0.9%
AWM
700
Aries Wealth Management
Maine
$586K -$1.06K -9 -0.2%
26 27
28
29 30