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iShares National Muni Bond ETF
MUB

Overview Fund Activity

995 hedge funds and large institutions have $15.9B invested in iShares National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 506 increasing their positions, 251 reducing their positions, and 68 closing their positions.

Holders
995
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
17.52%
Holding in Top 10
84
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-16%
% of All Funds
1.48%
New
78
Increased
506
Reduced
251
Closed
68
Calls
$5.37M
Puts
$10.6M
Net Calls
-$5.25M
Net Calls Change
-$1.25M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$919M
2
Betterment LLC
2
Betterment LLC
New York
$948M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$321M
4
TF
4
TIAA FSB
Florida
$276M
5
Morgan Stanley
5
Morgan Stanley
New York
$414M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$77.6M
2
GC
2
Grimes & Company
Massachusetts
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$302M
4
SS
4
Simplicity Solutions
Minnesota
$1.06M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$33.9M
Name Market Value Shares Shares
Change 		Shares
Change %
V
51
Veritable
Delaware
$35.8M 308,511 +51,020 +20%
WFA
52
West Financial Advisors
Iowa
$35.7M 307,868 +1,554 +0.5%
PI
53
PFS Investments
Georgia
$35.1M 302,423 +29,583 +11%
APP
54
Avantax Planning Partners
Iowa
$35.1M 302,157 +56,203 +23%
MWP
55
Meridian Wealth Partners
Pennsylvania
$35M 301,862 +11,847 +4%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$34.9M 300,785 -3,367 -1%
HCM
57
Hengehold Capital Management
Ohio
$34.6M 298,512 -86,043 -22%
Lazard Asset Management
58
Lazard Asset Management
New York
– – – –
HighTower Advisors
59
HighTower Advisors
Illinois
$33.8M 290,865 +22,686 +8%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$31.8M 274,436 +15,106 +6%
NAM
61
NorthCoast Asset Management
Connecticut
$31.6M 272,001 +131,218 +93%
PAG
62
Private Advisor Group
New Jersey
$31.1M 268,294 +34,009 +15%
PS
63
Portfolio Solutions
Michigan
$31M 266,769 +589 +0.2%
A
64
AdvicePeriod
California
$30M 258,688 +17,320 +7%
PAS
65
Park Avenue Securities
New York
$29.9M 257,759 +86,104 +50%
HNB
66
Huntington National Bank
Ohio
– – – –
SFM
67
Soros Fund Management
New York
$28M 241,400 – –
BCI
68
Brinker Capital Investments
Pennsylvania
$27.2M 234,403 -193,253 -45%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$26.1M 224,699 +9,789 +5%
BPA
70
Beacon Pointe Advisors
California
$25.5M 219,769 +21,860 +11%
OCM
71
One Capital Management
California
$25.4M 218,461 +49,042 +29%
AF
72
Allworth Financial
California
$24.3M 209,771 +7,829 +4%
5L
73
55I LLC
Massachusetts
$23.8M 205,415 -3,737 -2%
CAM
74
Caprin Asset Management
Virginia
$22.9M 197,533 -4,422 -2%
SDWMA
75
Schneider Downs Wealth Management Advisors
Pennsylvania
$22.6M 194,401 +39,061 +25%
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