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iShares National Muni Bond ETF
MUB

Overview Fund Activity

991 hedge funds and large institutions have $15.5B invested in iShares National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 487 increasing their positions, 194 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+119
Holders Change %
+13.65%
% of All Funds
17.58%
Holding in Top 10
100
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+11.11%
% of All Funds
1.77%
New
166
Increased
487
Reduced
194
Closed
32
Calls
$5.36M
Puts
$9.35M
Net Calls
-$4M
Net Calls Change
+$33M

Top Buyers

1
BlackRock
1
BlackRock
New York
$206M
2
US Bancorp
2
US Bancorp
Minnesota
$342M
3
Betterment LLC
3
Betterment LLC
New York
$828M
4
Creative Planning
4
Creative Planning
Kansas
$797M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$355M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$363M
2
CCFM
2
Clear Creek Financial Management
Washington
$0
3
Ameriprise
3
Ameriprise
Minnesota
$108M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$35.8M
5
MNG
5
Manning & Napier Group
New York
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZCA
51
Zeke Capital Advisors
Pennsylvania
$39.7M +$2.54M +21,685 +7%
AWA
52
Alaska Wealth Advisors
Alaska
$39M -$706K -6,028 -2%
SFA
53
Sequoia Financial Advisors
Ohio
$38.8M +$2.79M +23,788 +8%
W
54
WealthStone
Ohio
$36.4M +$3.39M +28,936 +10%
EVM
55
Eaton Vance Management
Massachusetts
$35.9M +$34.1M +290,896 +1,873%
WFA
56
West Financial Advisors
Iowa
$35.9M +$35.9M +306,314 New
Lazard Asset Management
57
Lazard Asset Management
New York
$35.8M -$34.9M – –
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$35.6M +$5.79M +49,379 +19%
Stifel Financial
59
Stifel Financial
Missouri
$34.2M -$598K -5,099 -2%
MWP
60
Meridian Wealth Partners
Pennsylvania
$34M +$11.4M +97,592 +51%
CWM
61
Cahaba Wealth Management
Georgia
$32.4M +$4M +34,121 +14%
PI
62
PFS Investments
Georgia
$31.9M +$1.28M +10,983 +4%
MNG
63
Manning & Napier Group
New York
$31.7M -$30.8M – –
LS
64
Liquid Strategies
Georgia
$31.7M +$1.86M +15,882 +6%
HighTower Advisors
65
HighTower Advisors
Illinois
$31.4M +$14.1M +120,197 +81%
PS
66
Portfolio Solutions
Michigan
$31.2M -$2.06M -17,595 -6%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$30.4M -$57.7K -492 -0.2%
V
68
Veritable
Delaware
$30.2M – – –
APP
69
Avantax Planning Partners
Iowa
$28.8M +$287K +2,445 +1%
SFM
70
Soros Fund Management
New York
$28.3M – – –
A
71
AdvicePeriod
California
$28.3M -$21.6M -183,963 -43%
PAG
72
Private Advisor Group
New Jersey
$27.5M +$4.71M +40,208 +21%
HNB
73
Huntington National Bank
Ohio
$26.2M -$26.2M – –
CWM
74
Calamos Wealth Management
Illinois
$26.1M +$25.4M +217,127 +3,718%
CIAS
75
Capital Investment Advisory Services
North Carolina
$25.9M +$9.7M +82,796 +60%
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