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iShares National Muni Bond ETF
MUB

Overview Fund Activity

995 hedge funds and large institutions have $15.9B invested in iShares National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 506 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
17.52%
Holding in Top 10
84
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-16%
% of All Funds
1.48%
New
78
Increased
506
Reduced
251
Closed
68
Calls
$5.37M
Puts
$10.6M
Net Calls
-$5.25M
Net Calls Change
-$1.25M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$919M
2
Betterment LLC
Betterment LLC
New York
$948M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$321M
4
TF
TIAA FSB
Florida
$276M
5
Morgan Stanley
Morgan Stanley
New York
$414M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$77.6M
2
GC
Grimes & Company
Massachusetts
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$302M
4
SS
Simplicity Solutions
Minnesota
$1.06M
5
Lazard Asset Management
Lazard Asset Management
New York
$33.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
976
Human Investing
Oregon
$11K – – –
RG
977
Retirement Group
California
$10K – – –
PWMG
978
Prestige Wealth Management Group
New Jersey
$9K – – –
NFSG
979
Newbridge Financial Services Group
Florida
$8K +$8K +69 New
MF
980
Manchester Financial
California
$6K – – –
EWM
981
Edge Wealth Management
New York
$6K – – –
LFG
982
Larson Financial Group
Missouri
$6K – – –
IHWM
983
Iron Horse Wealth Management
Iowa
$6K – – –
FMII
984
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
LGWM
985
Litman Gregory Wealth Management
California
$5K – – –
GAM
986
Gemmer Asset Management
California
$4K -$11.3K -102 -74%
TFGT
987
TS Financial Group (TSFG)
Illinois
$3K – – –
FCFS
988
First Command Financial Services
Texas
$2K – – –
SQA
989
Simon Quick Advisors
New Jersey
$2K – – –
FCB
990
First Command Bank
Texas
$2K – – –
FFA
991
Freedman Financial Associates
Massachusetts
$2K – – –
FCM
992
Firestone Capital Management
Florida
$2K – – –
JHCP
993
Jackson Hole Capital Partners
Oklahoma
$2K +$2K +21 New
WAS
994
Wealth Advisory Solutions
Indiana
$2K +$1.34K +8,952 +204%
WIM
995
Westside Investment Management
California
$1.81K +$222 +1,913 +14%
HDIM
996
Hanson & Doremus Investment Management
Vermont
$1K +$1K +8 New
PP
997
PrairieView Partners
Minnesota
$1K +$1K +11 New
SWM
998
Sugarloaf Wealth Management
Georgia
$633 -$20K -25,409 -97%
MA
999
MBA Advisors
Pennsylvania
$312 +$312 +2,686 New
GC
1000
Grimes & Company
Massachusetts
– -$54.6M -466,115 Closed
38 39
40
41 42