MUB icon

iShares National Muni Bond ETF
MUB

Overview Fund Activity

816 hedge funds and large institutions have $10.9B invested in iShares National Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 332 increasing their positions, 264 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
18.03%
Holding in Top 10
87
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+33.85%
% of All Funds
1.92%
New
102
Increased
332
Reduced
264
Closed
71
Calls
$11M
Puts
$23.6M
Net Calls
-$12.6M
Net Calls Change
-$11.9M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$475M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$150M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$445M
4
Morgan Stanley
Morgan Stanley
New York
$295M
5
SPC
Silver Point Capital
Connecticut
$47.3M

Top Sellers

1
BlackRock
BlackRock
New York
$40.4M
2
Betterment LLC
Betterment LLC
New York
$560M
3
Bank of America
Bank of America
North Carolina
$1.38B
4
Creative Planning
Creative Planning
Kansas
$440M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$42.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
76
Regions Financial Corp
Alabama
$15.9M -$2.5M -22,130 -14%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$15.5M +$484K +4,280 +3%
FT
78
Fiduciary Trust
Massachusetts
$15.1M +$968K +8,562 +7%
BWM
79
Bernicke Wealth Management
Wisconsin
$15M +$1.11M +9,855 +8%
Deutsche Bank
80
Deutsche Bank
Germany
$14.6M -$5.4M -47,747 -27%
MIS
81
Morningstar Investment Services
Illinois
$14.5M -$3.67M -32,248 -20%
MWM
82
Mission Wealth Management
California
$14.5M +$812K +7,183 +6%
WC
83
Wealth CMT
New Jersey
$14.3M +$14.3M +126,454 New
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$13.8M – – –
EC
85
Estate Counselors
Wisconsin
$13.7M -$2.53M -22,400 -16%
AWM
86
AE Wealth Management
Kansas
$13.7M -$1.33M -11,746 -9%
HIM
87
HawsGoodwin Investment Management
Tennessee
$13.3M +$5.35M +47,344 +67%
FAAS
88
First Allied Advisory Services
California
$13.3M +$4.43M +39,205 +50%
M&T Bank
89
M&T Bank
New York
$12.7M +$12.7M +112,773 New
WCM
90
Wealthcare Capital Management
Virginia
$12.7M +$156K +1,376 +1%
BFG
91
Barber Financial Group
Kansas
$12.6M -$455K -4,030 -3%
SS
92
Simplicity Solutions
Minnesota
$12.6M +$699K +6,189 +6%
WSTAM
93
Wilbanks Smith & Thomas Asset Management
Virginia
$12.2M -$457K -4,043 -4%
OIA
94
OneDigital Investment Advisors
Kansas
$12.2M -$3.66M -32,349 -23%
William Blair & Company
95
William Blair & Company
Illinois
$12M -$2.34M -20,701 -16%
LPT
96
Legacy Private Trust
Wisconsin
$11.7M -$1.84M -16,245 -14%
T. Rowe Price Associates
97
T. Rowe Price Associates
Maryland
$11.5M -$16.6M -146,641 -59%
CDIA
98
Capital Directions Investment Advisors
Georgia
$11.5M +$2.83K +25 +0%
HCC
99
Hirtle Callaghan & Co
Pennsylvania
$11.3M -$11.7M – –
CAL
100
Capital Analysts LLC
Pennsylvania
$11.3M +$556K +4,918 +5%
2 3
4
5 6