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iShares National Muni Bond ETF
MUB

Overview Fund Activity

506 hedge funds and large institutions have $7.09B invested in iShares National Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 175 increasing their positions, 205 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+2
Holders Change %
+0.4%
% of All Funds
11.6%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.78%
New
45
Increased
175
Reduced
205
Closed
33
Calls
$883K
Puts
$4.06M
Net Calls
-$3.17M
Net Calls Change
-$1.81M

Top Buyers

1
BlackRock
1
BlackRock
New York
$376M
2
Creative Planning
2
Creative Planning
Kansas
$388M
3
Bank of America
3
Bank of America
North Carolina
$879M
4
UBS Group
4
UBS Group
Switzerland
$582M
5
Jane Street
5
Jane Street
New York
$40.3M

Top Sellers

1
W
1
Wealthfront
California
$121M
2
MIG
2
Mariner Investment Group
New York
$0
3
AIM
3
Allen Investment Management
New York
$24.6M
4
TC
4
Trust Company
Kansas
$774K
5
Lazard Asset Management
5
Lazard Asset Management
New York
$40.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFMC
76
Curbstone Financial Management Corp
New Hampshire
$7.66M -$938K -8,600 -11%
SS
77
Simplicity Solutions
Minnesota
$7.65M +$438K +4,014 +6%
Truist Financial
78
Truist Financial
North Carolina
$7.42M -$1M -9,206 -12%
LP
79
LGL Partners
Pennsylvania
$6.94M +$1.24M +11,380 +22%
CAL
80
Capital Analysts LLC
Pennsylvania
$6.66M +$324K +2,972 +5%
AC
81
Alley Company
Illinois
$6.54M +$451K +4,136 +7%
CT
82
CPF Texas
Texas
$6.51M -$209K -1,916 -3%
MWM
83
Mission Wealth Management
California
$6.28M -$1.87M -17,106 -23%
PCMC
84
Paragon Capital Management (Colorado)
Colorado
$6.27M +$981 +9 +0%
SP
85
Symmetry Partners
Connecticut
$6.18M +$649K +5,952 +12%
CCA
86
Clearwater Capital Advisors
Illinois
$6.16M +$320K +2,932 +5%
SPIA
87
Steward Partners Investment Advisory
New York
$6.13M +$541K +4,962 +10%
ACM
88
AUA Capital Management
Pennsylvania
$6.08M -$169K -1,553 -3%
AFG
89
Arkansas Financial Group
Arkansas
$6M +$577K +5,290 +11%
FCC
90
Florin Court Capital
United Kingdom
$5.98M +$5.98M +54,800 New
WP
91
WealthSource Partners
California
$5.88M -$22.1K -203 -0.4%
JWA
92
JFS Wealth Advisors
Pennsylvania
$5.84M – – –
SIM
93
Sigma Investment Management
Oregon
$5.81M -$910K -8,349 -14%
EWM
94
Empirical Wealth Management
Washington
$5.78M +$555K +5,089 +11%
SC
95
Slow Capital
California
$5.55M +$856K +7,853 +18%
IWP
96
Icon Wealth Partners
Texas
$5.43M +$1.86M +17,061 +52%
BAC
97
Boys Arnold & Co
North Carolina
$5.43M -$50.9K -467 -0.9%
SIM
98
Sadoff Investment Management
Wisconsin
$5.29M -$65.4K -600 -1%
FCIM
99
Fairview Capital Investment Management
California
$5.28M +$409K +3,750 +8%
CI
100
CX Institutional
Indiana
$5.18M +$5.18M +47,464 New
2 3
4
5 6