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iShares National Muni Bond ETF
MUB

Overview Fund Activity

872 hedge funds and large institutions have $13.5B invested in iShares National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 445 increasing their positions, 211 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
+32
Holders Change %
+3.81%
% of All Funds
17.64%
Holding in Top 10
90
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.88%
% of All Funds
1.82%
New
86
Increased
445
Reduced
211
Closed
43
Calls
$13.4M
Puts
$50.5M
Net Calls
-$37M
Net Calls Change
-$201M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.54B
2
CCFM
Clear Creek Financial Management
Washington
$98.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$623M
4
Creative Planning
Creative Planning
Kansas
$656M
5
Betterment LLC
Betterment LLC
New York
$684M

Top Sellers

1
Jane Street
Jane Street
New York
$105M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$84.4M
3
Lazard Asset Management
Lazard Asset Management
New York
$34.9M
4
Franklin Resources
Franklin Resources
California
$42M
5
Citadel Advisors
Citadel Advisors
Florida
$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
851
Millennium Management
New York
$8.3K +$4.74K +40,869 +133%
ADL
852
Asset Dedication LLC
California
$8K +$8K +69 New
EWM
853
Edge Wealth Management
New York
$6K – – –
SFSG
854
Stearns Financial Services Group
North Carolina
$6K – – –
LFG
855
Larson Financial Group
Missouri
$6K +$5.02K +46 +511%
MF
856
Manchester Financial
California
$6K +$6K +52 New
NL
857
NVWM LLC
Pennsylvania
$5K – – –
FMII
858
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
RCM
859
Robinson Capital Management
Michigan
$4K +$1.09K +9 +38%
GEA
860
Glen Eagle Advisors
New Jersey
$3.48K – – –
LGWM
861
Litman Gregory Wealth Management
California
$3K – – –
IF
862
Ironwood Financial
Arizona
$3K – – –
SQA
863
Simon Quick Advisors
New Jersey
$3K – – –
TFGT
864
TS Financial Group (TSFG)
Illinois
$3K – – –
LAS
865
Lloyd Advisory Services
Georgia
$3K +$3K +26 New
AF
866
Affiance Financial
Minnesota
$2K – – –
WIM
867
Westside Investment Management
California
$1.39K +$77 +664 +6%
SFC
868
SYM Financial Corp
Indiana
$1K +$1K +9 New
GAM
869
Gemmer Asset Management
California
$1K +$1K +10 New
CWC
870
Carolinas Wealth Consulting
North Carolina
$1K +$1K +11 New
HFA
871
High Falls Advisors
New York
$1K +$5 +52 +0.5%
CPA
872
Clear Perspective Advisors
Illinois
$662 +$108 +526 +20%
SXL
873
Summit X LLC
Missouri
$232 +$232 +120 New
FCA
874
FinTrust Capital Advisors
South Carolina
$19 – – –
BRWM
875
B. Riley Wealth Management
Tennessee
– -$17.4M -300,925 Closed
33 34
35
36 37