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iShares National Muni Bond ETF
MUB

Overview Fund Activity

597 hedge funds and large institutions have $8.76B invested in iShares National Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 227 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+90
Holders Change %
+17.75%
% of All Funds
13.32%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.16%
New
136
Increased
227
Reduced
161
Closed
38
Calls
$2.97M
Puts
$3.35M
Net Calls
-$381K
Net Calls Change
+$2.53M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.76B
2
OWM
2
Orgel Wealth Management
Wisconsin
$149M
3
Creative Planning
3
Creative Planning
Kansas
$455M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$151M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$119M

Top Sellers

1
BlackRock
1
BlackRock
New York
$49.6M
2
CWM
2
Cornerstone Wealth Management
Missouri
$1.99M
3
UBS Group
3
UBS Group
Switzerland
$503M
4
RWP
4
RWA Wealth Partners
Massachusetts
$2.28M
5
FTIOP
5
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
76
Suntrust Banks
Georgia
$12.2M +$4.26M +39,085 +54%
SPIA
77
Steward Partners Investment Advisory
New York
$12.1M +$5.48M +50,285 +83%
CDIA
78
Capital Directions Investment Advisors
Georgia
$11.7M +$3.76M +34,520 +47%
JWA
79
JFS Wealth Advisors
Pennsylvania
$11.7M +$6.53M +59,919 +126%
CI
80
CX Institutional
Indiana
$11.4M +$6.39M +58,565 +126%
BWM
81
Bernicke Wealth Management
Wisconsin
$11.4M +$1.43M +13,074 +14%
3AM
82
3D Asset Management
Connecticut
$11.2M +$81.1K +744 +0.7%
PFG
83
Piershale Financial Group
Illinois
$11M +$11M +101,293 New
HW
84
Hancock Whitney
Mississippi
$11M +$6.57M +60,282 +148%
CB
85
Commerce Bank
Missouri
$10.7M +$2.89M +26,461 +37%
TCM
86
Towercrest Capital Management
Pennsylvania
$10.6M +$322K +2,949 +3%
William Blair & Company
87
William Blair & Company
Illinois
$10.6M -$2.08M -19,044 -16%
Stifel Financial
88
Stifel Financial
Missouri
$10.1M +$39.5K +362 +0.4%
Mariner
89
Mariner
Kansas
$9.72M +$5.72M +52,443 +143%
FFA
90
Fragasso Financial Advisors
Pennsylvania
$9.29M +$8.1M +74,307 +683%
BFG
91
Barber Financial Group
Kansas
$9.13M +$626K +5,742 +7%
WANY
92
Wealthspire Advisors (New York)
New York
$9.1M +$9.1M +83,464 New
MIM
93
MetLife Investment Management
New Jersey
$8.86M +$6.84M +62,750 +339%
IA
94
Independence Advisors
Pennsylvania
$8.56M +$3.56M +32,620 +71%
EWA
95
EP Wealth Advisors
California
$8.45M +$6.99M +64,109 +479%
CISOA
96
Capital Investment Services of America
Wisconsin
$8.45M – – –
SIM
97
Sigma Investment Management
Oregon
$8.31M +$2.54M +23,292 +44%
VFA
98
Voya Financial Advisors
Connecticut
$8.2M +$7.82M +71,793 +2,062%
RMC
99
Regis Management Company
California
$8.11M -$11.8M -108,038 -59%
SC
100
Slow Capital
California
$8.01M +$829K +7,606 +12%
2 3
4
5 6