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iShares National Muni Bond ETF
MUB

Overview Fund Activity

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

Top Buyers

1
Charles Schwab
Charles Schwab
California
$475M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$150M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$445M
4
Morgan Stanley
Morgan Stanley
New York
$295M
5
SPC
Silver Point Capital
Connecticut
$47.3M

Top Sellers

1
BlackRock
BlackRock
New York
$40.4M
2
Betterment LLC
Betterment LLC
New York
$560M
3
Bank of America
Bank of America
North Carolina
$1.38B
4
Creative Planning
Creative Planning
Kansas
$440M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$42.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
A
51
AdvicePeriod
California
$27.4M +$3.14M +27,801 +13%
SFM
52
Soros Fund Management
New York
$27.3M +$27.3M +241,400 New
SFA
53
Sequoia Financial Advisors
Ohio
$27.3M +$2.15M +19,036 +9%
EI
54
Ellevest Inc
New York
$27M +$1.54M +13,640 +6%
WRF
55
Waddell & Reed Financial
Kansas
$25.6M – – –
BC
56
Brinker Capital
Pennsylvania
$25.2M +$972K +8,605 +4%
RJA
57
Raymond James & Associates
Florida
$25.1M -$4.58M -40,484 -15%
PI
58
PFS Investments
Georgia
$25M +$5.65M +50,037 +29%
Natixis Advisors
59
Natixis Advisors
Massachusetts
$24.8M +$16M +141,856 +184%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$24.6M +$3.67M +32,434 +18%
LS
61
Liquid Strategies
Georgia
$24.3M +$9.39M +83,119 +63%
HNB
62
Huntington National Bank
Ohio
$23.8M -$23.6M – –
CAM
63
Caprin Asset Management
Virginia
$22.3M -$168K -1,484 -0.7%
MML Investors Services
64
MML Investors Services
Massachusetts
$21.9M +$4.93M +43,649 +29%
CWM
65
Cahaba Wealth Management
Georgia
$21.7M +$944K +8,352 +5%
MWP
66
Meridian Wealth Partners
Pennsylvania
$21.7M +$2.82M +24,954 +15%
FSC
67
Full Sail Capital
Oklahoma
$21.2M +$11.4M +100,850 +115%
Wealthfront Advisers
68
Wealthfront Advisers
California
$20.1M -$20.8M -183,672 -51%
AF
69
Allworth Financial
California
$19.2M -$748K -6,622 -4%
HighTower Advisors
70
HighTower Advisors
Illinois
$18.7M +$1.02M +9,003 +6%
OCM
71
One Capital Management
California
$18.1M +$1.47K +13 +0%
PAG
72
Private Advisor Group
New Jersey
$18M -$1.35M -11,918 -7%
IWP
73
Icon Wealth Partners
Texas
$17.5M +$1.3M +11,492 +8%
TCM
74
TD Capital Management
Tennessee
$17M +$1.53M +13,507 +10%
PA
75
Paracle Advisors
Washington
$16.2M -$6.1M -53,973 -27%
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