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iShares National Muni Bond ETF
MUB

Overview Fund Activity

799 hedge funds and large institutions have $11.2B invested in iShares National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 366 increasing their positions, 154 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
+128
Holders Change %
+19.08%
% of All Funds
15.78%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.28%
New
167
Increased
366
Reduced
154
Closed
30
Calls
$2.02M
Puts
$2.75M
Net Calls
-$730K
Net Calls Change
+$1.68M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.55B
2
Betterment LLC
Betterment LLC
New York
$759M
3
BlackRock
BlackRock
New York
$544M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$83.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$631M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$594M
2
Barclays
Barclays
United Kingdom
$0
3
Wells Fargo
Wells Fargo
California
$350M
4
Lazard Asset Management
Lazard Asset Management
New York
$38.2M
5
MNG
Manning & Napier Group
New York
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
76
TD Capital Management
Tennessee
$15.6M +$11.8M +103,930 +316%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$15.1M +$99.2K +871 +0.7%
AWM
78
AE Wealth Management
Kansas
$15.1M +$4.78M +41,929 +46%
LS
79
Liquid Strategies
Georgia
$15.1M +$15.1M +132,344 New
William Blair & Company
80
William Blair & Company
Illinois
$14.5M +$557K +4,893 +4%
CCM
81
Coldstream Capital Management
Washington
$14.4M -$12.8M -112,363 -47%
FT
82
Fiduciary Trust
Massachusetts
$14.2M +$162K +1,420 +1%
BWM
83
Bernicke Wealth Management
Wisconsin
$14M +$700K +6,148 +5%
MWM
84
Mission Wealth Management
California
$13.8M +$651K +5,719 +5%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$13.8M – – –
LPT
86
Legacy Private Trust
Wisconsin
$13.7M +$11.4K +100 +0.1%
Renaissance Technologies
87
Renaissance Technologies
New York
$13.6M +$9.22M +80,919 +212%
BFG
88
Barber Financial Group
Kansas
$13.2M +$684K +6,005 +5%
WSTAM
89
Wilbanks Smith & Thomas Asset Management
Virginia
$12.7M -$740K -6,496 -5%
WCM
90
Wealthcare Capital Management
Virginia
$12.6M -$1.57M -13,756 -11%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$12.2M +$9.78M +85,866 +407%
SS
92
Simplicity Solutions
Minnesota
$12M +$2.22M +19,490 +23%
AG
93
Advisor Group
Arizona
$11.7M +$830K +7,288 +8%
IC
94
Inscription Capital
Texas
$11.7M +$40.2K +353 +0.3%
HCC
95
Hirtle Callaghan & Co
Pennsylvania
$11.7M -$11.7M – –
CDIA
96
Capital Directions Investment Advisors
Georgia
$11.6M -$186K -1,631 -2%
Jones Financial Companies
97
Jones Financial Companies
Missouri
$11.6M +$1.27M +11,188 +12%
PRWA
98
Platte River Wealth Advisors
Colorado
$11.3M +$11.3M +97,963 New
HFS
99
HBC Financial Services
Washington
$11.3M +$11.3M +98,293 New
Bessemer Group
100
Bessemer Group
New Jersey
$11.2M +$8.09M +71,052 +258%
2 3
4
5 6