MUB icon

iShares National Muni Bond ETF
MUB

Overview Fund Activity

872 hedge funds and large institutions have $13.5B invested in iShares National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 445 increasing their positions, 211 reducing their positions, and 43 closing their positions.

Holders
872
Holders Change
+32
Holders Change %
+3.81%
% of All Funds
17.64%
Holding in Top 10
90
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.88%
% of All Funds
1.82%
New
86
Increased
445
Reduced
211
Closed
43
Calls
$13.4M
Puts
$50.5M
Net Calls
-$37M
Net Calls Change
-$201M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.54B
2
CCFM
2
Clear Creek Financial Management
Washington
$98.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$623M
4
Creative Planning
4
Creative Planning
Kansas
$656M
5
Betterment LLC
5
Betterment LLC
New York
$684M

Top Sellers

1
Jane Street
1
Jane Street
New York
$105M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$84.4M
3
Franklin Resources
3
Franklin Resources
California
$42M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.3M
5
BRWM
5
B. Riley Wealth Management
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Capstone Investment Advisors
101
Capstone Investment Advisors
New York
$14.3M 123,446 +123,446 New
M&T Bank
102
M&T Bank
New York
$14.2M 122,780 +8,954 +8%
BFG
103
Barber Financial Group
Kansas
$14.2M 122,722 +6,028 +5%
MWM
104
Mission Wealth Management
California
$14.2M 122,648 +668 +0.5%
CSWG
105
Cardinal Strategic Wealth Guidance
Kentucky
$13.9M 120,135 +9,272 +8%
SSWM
106
Sheets Smith Wealth Management
North Carolina
$13.9M 119,668 +11,219 +10%
SP
107
Symmetry Partners
Connecticut
$13.8M 118,944 +6,631 +6%
EC
108
Estate Counselors
Wisconsin
$13.8M 118,910 -22,980 -16%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$13.8M 117,354 – –
CTA
110
Chesley Taft & Associates
Illinois
$13.6M 117,665 +13,000 +12%
WC
111
Wealth CMT
New Jersey
$13.6M 117,661 -435 -0.4%
MIA
112
MainStreet Investment Advisors
Illinois
$13.6M 117,146 -33,384 -22%
SPIA
113
Steward Partners Investment Advisory
New York
$13.5M 116,790 +4,131 +4%
PRWA
114
Platte River Wealth Advisors
Colorado
$13.3M 114,989 +15,876 +16%
LPT
115
Legacy Private Trust
Wisconsin
$13.3M 114,439 +4,109 +4%
CAL
116
Capital Analysts LLC
Pennsylvania
$13.2M 113,429 +12,658 +13%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$13.1M 112,611 +26,928 +31%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$13M 112,937 +4,621 +4%
USAA
119
United Services Automobile Association
Texas
$12.9M 111,256 +23,377 +27%
PAS
120
Park Avenue Securities
New York
$12.8M 110,237 +39,479 +56%
OIA
121
OneDigital Investment Advisors
Kansas
$12.8M 110,090 -679 -0.6%
SPP
122
Single Point Partners
Massachusetts
$12.3M 105,753 +8,997 +9%
CB
123
Commerce Bank
Missouri
$12.1M 104,350 +18,435 +21%
AFS
124
Axiom Financial Strategies
Indiana
$12M 103,542 -4,125 -4%
WSTAM
125
Wilbanks Smith & Thomas Asset Management
Virginia
$11.9M 103,070 -3,818 -4%
3 4
5
6 7