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iShares National Muni Bond ETF
MUB

Overview Fund Activity

991 hedge funds and large institutions have $15.5B invested in iShares National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 487 increasing their positions, 194 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+119
Holders Change %
+13.65%
% of All Funds
17.58%
Holding in Top 10
100
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+11.11%
% of All Funds
1.77%
New
166
Increased
487
Reduced
194
Closed
32
Calls
$5.36M
Puts
$9.35M
Net Calls
-$4M
Net Calls Change
+$33M

Top Buyers

1
BlackRock
BlackRock
New York
$206M
2
US Bancorp
US Bancorp
Minnesota
$342M
3
Betterment LLC
Betterment LLC
New York
$828M
4
Creative Planning
Creative Planning
Kansas
$797M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$355M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$363M
2
CCFM
Clear Creek Financial Management
Washington
$0
3
Ameriprise
Ameriprise
Minnesota
$108M
4
Lazard Asset Management
Lazard Asset Management
New York
$35.8M
5
MNG
Manning & Napier Group
New York
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
976
Manchester Financial
California
$6K – – –
EWM
977
Edge Wealth Management
New York
$6K – – –
IHWM
978
Iron Horse Wealth Management
Iowa
$6K +$6K +50 New
IA
979
Inspire Advisors
Idaho
$6K +$6K +54 New
NL
980
NVWM LLC
Pennsylvania
$5K – – –
FMII
981
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
LGWM
982
Litman Gregory Wealth Management
California
$5K +$2.32K +19 +86%
RCM
983
Robinson Capital Management
Michigan
$4K -$125 -1 -3%
SQA
984
Simon Quick Advisors
New Jersey
$3K -$120 -1 -4%
IF
985
Ironwood Financial
Arizona
$3K – – –
TFGT
986
TS Financial Group (TSFG)
Illinois
$3K – – –
FCM
987
Firestone Capital Management
Florida
$2K +$2K +16 New
FCB
988
First Command Bank
Texas
$2K +$2K +20 New
FCFS
989
First Command Financial Services
Texas
$2K +$2K +20 New
FFA
990
Freedman Financial Associates
Massachusetts
$2K +$2K +20 New
WIM
991
Westside Investment Management
California
$1.61K +$199 +1,703 +14%
SFC
992
SYM Financial Corp
Indiana
$1K – – –
AIM
993
Axiom Investment Management
New York
$889 -$7.38K -7,768 -89%
CCFM
994
Clear Creek Financial Management
Washington
– -$98.6M -850,662 Closed
Bank of Nova Scotia
995
Bank of Nova Scotia
Ontario, Canada
– -$8.58M -74,000 Closed
TI
996
tru Independence
Oregon
– -$3.46M -29,849 Closed
HI
997
Horizon Investments
North Carolina
– -$2.86M -24,736 Closed
AW
998
Alpha Windward
Massachusetts
– -$1.69M -14,542 Closed
DT
999
Daniels + Tansey
Delaware
– -$619K -5,345 Closed
MPW
1000
MA Private Wealth
California
– -$464K -4,004 Closed
37 38 39
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