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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.

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
Financial Engines Advisors
3
Financial Engines Advisors
California
$203M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$45.6M
5
US Bancorp
5
US Bancorp
Minnesota
$338M
Name Market Value Shares Shares
Change 		Shares
Change %
RHP
876
Royal Harbor Partners
Texas
$241K 2,060 – –
DFG
877
Demars Financial Group
Washington
$237K 2,020 +50 +3%
EIP
878
Ellis Investment Partners
Pennsylvania
$236K 2,018 -456 -18%
WCG
879
Weaver Consulting Group
California
$234K 2,000 – –
BCA
880
Bay Colony Advisors
Massachusetts
$232K 1,978 -223 -10%
TWP
881
Tempus Wealth Planning
California
$232K 1,980 +1,980 New
AWM
882
Aprio Wealth Management
Georgia
$231K 1,972 +1,972 New
Koshinski Asset Management
883
Koshinski Asset Management
Illinois
$230K 1,964 +1,964 New
BFA
884
Beacon Financial Advisory
Ohio
$229K 1,952 +188 +11%
PGWM
885
Parisi Gray Wealth Management
New Jersey
$225K 1,918 -87 -4%
EIA
886
Eldridge Investment Advisors
New Hampshire
$225K 1,925 – –
DSAM
887
Dock Street Asset Management
Florida
$224K 1,915 – –
LJAC
888
L.J. Altfest & Co
New York
$222K 1,892 -121 -6%
RVPG
889
Relative Value Partners Group
$222K 1,890 +6 +0.3%
LWA
890
Lineweaver Wealth Advisors
Ohio
$220K 1,881 -3,273 -64%
WWM
891
Wolff Wiese Magana
California
$220K 1,880 – –
CWM
892
Centric Wealth Management
Illinois
$219K 1,870 -1,950 -51%
PCMC
893
Private Capital Management (Colorado)
Colorado
$217K 1,850 -140 -7%
BIA
894
Bigelow Investment Advisors
Maine
$216K 1,845 – –
CMO
895
Covenant Multifamily Offices
Texas
$216K 1,840 +1,840 New
FCFC
896
First Citizens Financial Corp
Iowa
$212K 1,811 – –
XWM
897
Xcel Wealth Management
Florida
$211K 1,801 – –
VWM
898
Vigilare Wealth Management
Arizona
$211K 1,800 +1,800 New
GW
899
GW & Wade
Massachusetts
$209K 1,784 -3 -0.2%
Brown Advisory
900
Brown Advisory
Maryland
$209K 1,780 +1,780 New
34 35
36
37 38