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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.

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

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$77.6M
2
GC
Grimes & Company
Massachusetts
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$302M
4
SS
Simplicity Solutions
Minnesota
$1.06M
5
Lazard Asset Management
Lazard Asset Management
New York
$33.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
926
Accel Wealth Management
Iowa
$69K +$8.22K +71 +14%
CIA
927
Choate Investment Advisors
Massachusetts
$66K – – –
ADIM
928
Alpha DNA Investment Management
Maryland
$66K +$66K +576 New
First Manhattan
929
First Manhattan
New York
$63K – – –
BWM
930
BerganKDV Wealth Management
Minnesota
$62K – – –
CB
931
Community Bank
New York
$58K – – –
DAM
932
Delta Asset Management
Tennessee
$58K – – –
AA
933
Ancora Advisors
Ohio
$58K +$58K +500 New
RAM
934
Riggs Asset Management
Pennsylvania
$55K – – –
SSB
935
Sandy Spring Bank
Maryland
$52K – – –
PMFA
936
Plante Moran Financial Advisors
Michigan
$52K +$13.8K +118 +36%
FA
937
Faithward Advisors
Pennsylvania
$52K +$52K +445 New
EW
938
Element Wealth
Mississippi
$51K +$116 +1 +0.2%
OAJ
939
Ogorek Anthony Joseph
New York
$47K – – –
AP
940
Atwood & Palmer
Missouri
$46K -$19.4K -166 -30%
PCA
941
Providence Capital Advisors
North Carolina
$46K -$1.84K -16 -4%
BAM
942
Bellevue Asset Management
Washington
$46K – – –
FFA
943
Founders Financial Alliance
North Carolina
$45K – – –
CMBA
944
C.M. Bidwell & Associates
Hawaii
$42K – – –
BHWM
945
Bay Harbor Wealth Management
Maryland
$42K – – –
JPLA
946
Joseph P. Lucia & Associates
New York
$42K – – –
1WM
947
1900 Wealth Management
Texas
$41.8K -$219 -1,890 -0.5%
HIA
948
Harbor Investment Advisory
Maryland
$41K +$4.92K +42 +14%
Northern Trust
949
Northern Trust
Illinois
$41K +$5.23K +4,449 +15%
BCA
950
Bray Capital Advisors
Florida
$39K – – –
36 37
38
39 40