MUB icon

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 %
HB
776
Homrich & Berg
Georgia
$422K +$75.9K +647 +22%
PWM
777
Penobscot Wealth Management
Maine
$419K +$419K +3,579 New
VC
778
Veracity Capital
Georgia
$418K -$433K -3,689 -51%
SIC
779
Salem Investment Counselors
North Carolina
$415K – – –
WWM
780
Western Wealth Management
Colorado
$415K +$20.2K +172 +5%
PB
781
Pinnacle Bancorp
Nebraska
$411K +$234 +2 +0.1%
CPSAC
782
Chas P. Smith & Associates (CPS)
Florida
$411K +$411K +3,505 New
CCT
783
Capital City Trust
Florida
$410K +$410K +3,500 New
MWPCG
784
Measured Wealth Private Client Group
New Hampshire
$405K -$21.2K -181 -5%
RFN
785
RDA Financial Network
Iowa
$398K -$36.1K -308 -8%
WA
786
WBH Advisory
Maryland
$398K +$70.7K +600 +22%
FWM
787
Fairhaven Wealth Management
Illinois
$394K +$117 +1 +0%
ACA
788
Atlas Capital Advisors
Wyoming
$392K – – –
WAM
789
Wakefield Asset Management
Colorado
$392K +$19.4K +165 +5%
IP
790
Intellectus Partners
California
$391K -$37.1K -317 -9%
FNWM
791
Financial Network Wealth Management
Utah
$387K -$25.2K -215 -6%
EHC
792
Everett Harris & Co
California
$387K – – –
GSC
793
G&S Capital
Colorado
$384K -$984K -8,391 -72%
AWS
794
AJ Wealth Strategies
New York
$382K +$382K +3,259 New
FIM
795
Freedom Investment Management
Connecticut
$380K -$7.39K -63 -2%
RWM
796
RKL Wealth Management
Pennsylvania
$379K -$703 -6 -0.2%
TIAM2
797
Tru Independence Asset Management 2
Oregon
$379K +$379K +3,236 New
TFA
798
Teamwork Financial Advisors
Texas
$377K -$71.8K -612 -16%
CPA
799
Clear Perspective Advisors
Illinois
$377K – – –
RWA
800
Redhawk Wealth Advisors
Minnesota
$375K +$821 +7 +0.2%
30 31
32
33 34