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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 %
OCPWS
1026
One Charles Private Wealth Services
Massachusetts
– -$368K -3,141 Closed
PAM
1027
Peak Asset Management
Colorado
– -$320K -2,728 Closed
AAS
1028
Annex Advisory Services
Wisconsin
– -$318K -2,710 Closed
HR
1029
Hayden Royal
North Carolina
– -$282K -2,409 Closed
BA
1030
Bridge Advisory
California
– -$277K -2,362 Closed
KFA
1031
Kelleher Financial Advisors
New York
– -$259K -2,214 Closed
PIA
1032
Pinion Investment Advisors
Kansas
– -$258K -2,202 Closed
BCM
1033
Bourgeon Capital Management
Connecticut
– -$246K -2,095 Closed
COI
1034
Connable Office Inc
Michigan
– -$245K -2,091 Closed
SA
1035
Stewardship Advisors
Pennsylvania
– -$233K -1,986 Closed
CBT
1036
Capital Bank & Trust
California
– -$226K -1,925 Closed
BFPW
1037
BOK Financial Private Wealth
Colorado
– -$217K -1,851 Closed
PCM
1038
Pointe Capital Management
Michigan
– -$215K -1,836 Closed
LHC
1039
Little House Capital
Massachusetts
– -$211K -1,804 Closed
FMWA
1040
Forvis Mazars Wealth Advisors
Missouri
– -$211K -1,800 Closed
Brown Advisory
1041
Brown Advisory
Maryland
– -$209K -1,780 Closed
CAM
1042
Concorde Asset Management
Michigan
– -$205K -1,753 Closed
ZIM
1043
Zacks Investment Management
Illinois
– -$201K -1,713 Closed
PCH
1044
PGIM Custom Harvest
New Jersey
– -$200K -1,710 Closed
RWA
1045
Ropes Wealth Advisors
Massachusetts
– -$196K -1,675 Closed
CYG
1046
Clean Yield Group
Vermont
– -$161K -1,377 Closed
OIM
1047
Oder Investment Management
California
– -$152K -1,292 Closed
FPCG
1048
Fort Pitt Capital Group
Pennsylvania
– -$128K -1,091 Closed
SG Americas Securities
1049
SG Americas Securities
New York
– -$116K -992 Closed
WP
1050
Waycross Partners
Kentucky
– -$88K -750 Closed
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