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iShares National Muni Bond ETF
MUB

Overview Fund Activity

671 hedge funds and large institutions have $10.3B invested in iShares National Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 316 increasing their positions, 175 reducing their positions, and 32 closing their positions.

Holders
671
Holders Change
+23
Holders Change %
+3.55%
% of All Funds
14.74%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
1.12%
New
61
Increased
316
Reduced
175
Closed
32
Calls
$331K
Puts
$2.74M
Net Calls
-$2.41M
Net Calls Change
-$1.06M

Top Buyers

1
BlackRock
1
BlackRock
New York
$454M
2
UBS Group
2
UBS Group
Switzerland
$667M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$354M
4
Bank of America
4
Bank of America
North Carolina
$1.44B
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$47.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$396M
2
FI
2
FormulaFolio Investments
Michigan
$5.12M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$43.3M
4
MNG
4
Manning & Napier Group
New York
$26.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
76
Fiduciary Trust
Massachusetts
$14.1M +$378K +3,312 +3%
William Blair & Company
77
William Blair & Company
Illinois
$13.9M +$1.62M +14,203 +13%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$13.8M – – –
LPT
79
Legacy Private Trust
Wisconsin
$13.7M -$572K -5,015 -4%
WSTAM
80
Wilbanks Smith & Thomas Asset Management
Virginia
$13.5M -$57.7K -506 -0.4%
BWM
81
Bernicke Wealth Management
Wisconsin
$13.3M +$858K +7,520 +7%
MWM
82
Mission Wealth Management
California
$13.1M +$377K +3,303 +3%
M&T Bank
83
M&T Bank
New York
$12.9M +$271K +2,375 +2%
BFG
84
Barber Financial Group
Kansas
$12.5M +$2.55M +22,392 +26%
CL
85
Cabana LLC
Arkansas
$12.4M +$12.2M +106,587 +5,167%
Deutsche Bank
86
Deutsche Bank
Germany
$12M -$861K -7,550 -7%
CDIA
87
Capital Directions Investment Advisors
Georgia
$11.8M -$189K -1,660 -2%
SB
88
Suntrust Banks
Georgia
$11.8M +$1.89M +16,580 +19%
HCC
89
Hirtle Callaghan & Co
Pennsylvania
$11.7M -$3.09M – –
IC
90
Inscription Capital
Texas
$11.7M -$1.63M -14,267 -12%
CI
91
CX Institutional
Indiana
$11.1M -$431K -3,776 -4%
FIA
92
Foundations Investment Advisors
Arizona
$11M +$2.18M +19,032 +25%
AG
93
Advisor Group
Arizona
$10.9M +$1.05M +9,229 +11%
WANY
94
Wealthspire Advisors (New York)
New York
$10.8M +$308K +2,700 +3%
CAL
95
Capital Analysts LLC
Pennsylvania
$10.5M +$117K +1,029 +1%
JWA
96
JFS Wealth Advisors
Pennsylvania
$10.5M -$674K -5,907 -6%
TCM
97
Towercrest Capital Management
Pennsylvania
$10.4M -$65.3K -572 -0.6%
CCA
98
Clearwater Capital Advisors
Illinois
$10.4M +$273K +2,391 +3%
SPIA
99
Steward Partners Investment Advisory
New York
$10.4M +$474K +4,155 +5%
AWM
100
AE Wealth Management
Kansas
$10.3M +$1.21M +10,617 +13%
2 3
4
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