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

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$363M
2
CCFM
2
Clear Creek Financial Management
Washington
$0
3
Ameriprise
3
Ameriprise
Minnesota
$108M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$35.8M
5
MNG
5
Manning & Napier Group
New York
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
101
TD Capital Management
Tennessee
$17.2M +$238K +2,030 +1%
CCA
102
Clearwater Capital Advisors
Illinois
$17.1M +$2.13M +18,153 +14%
GVAG
103
Great Valley Advisor Group
Delaware
$16.9M +$757K +6,456 +5%
FWI
104
Facet Wealth Inc
Maryland
$16.8M +$16.8M +143,179 New
NAM
105
NorthCoast Asset Management
Connecticut
$16.5M +$1.54M +13,120 +10%
RFC
106
Regions Financial Corp
Alabama
$16.5M +$262K +2,236 +2%
CSWG
107
Cardinal Strategic Wealth Guidance
Kentucky
$16.1M +$2M +17,022 +14%
PA
108
Paracle Advisors
Washington
$15.7M -$1.13M -9,620 -7%
BFG
109
Barber Financial Group
Kansas
$15.4M +$993K +8,476 +7%
FCC
110
Florin Court Capital
United Kingdom
$15.3M +$5.51M +47,000 +56%
IAN
111
Integrated Advisors Network
Texas
$15.2M -$91.9K -784 -0.6%
QAM
112
QCI Asset Management
New York
$15.1M +$6.02M +51,389 +66%
FAAM
113
First Ascent Asset Management
Colorado
$15M +$3.47M +29,630 +30%
SP
114
Symmetry Partners
Connecticut
$14.9M +$1M +8,572 +7%
OIA
115
OneDigital Investment Advisors
Kansas
$14.9M +$2.04M +17,430 +16%
CTA
116
Chesley Taft & Associates
Illinois
$14.8M +$1M +8,550 +7%
SPIA
117
Steward Partners Investment Advisory
New York
$14.5M +$844K +7,201 +6%
M&T Bank
118
M&T Bank
New York
$14.4M +$53K +452 +0.4%
CB
119
Commerce Bank
Missouri
$14.4M +$2.21M +18,883 +18%
EC
120
Estate Counselors
Wisconsin
$14.4M +$502K +4,280 +4%
WF
121
Williams Financial
Vermont
$14.4M +$14.4M +122,981 New
MWM
122
Mission Wealth Management
California
$14.3M -$104K -889 -0.7%
SSWM
123
Sheets Smith Wealth Management
North Carolina
$14.2M +$216K +1,841 +2%
CAL
124
Capital Analysts LLC
Pennsylvania
$14M +$706K +6,023 +5%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$14M +$777K +6,629 +6%
3 4
5
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