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iShares National Muni Bond ETF
MUB

Overview Fund Activity

506 hedge funds and large institutions have $7.09B invested in iShares National Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 175 increasing their positions, 205 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+2
Holders Change %
+0.4%
% of All Funds
11.6%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.78%
New
45
Increased
175
Reduced
205
Closed
33
Calls
$883K
Puts
$4.06M
Net Calls
-$3.17M
Net Calls Change
-$1.81M

Top Buyers

1
BlackRock
BlackRock
New York
$376M
2
Creative Planning
Creative Planning
Kansas
$388M
3
Bank of America
Bank of America
North Carolina
$879M
4
UBS Group
UBS Group
Switzerland
$582M
5
Jane Street
Jane Street
New York
$40.3M

Top Sellers

1
W
Wealthfront
California
$121M
2
MIG
Mariner Investment Group
New York
$0
3
AIM
Allen Investment Management
New York
$24.6M
4
TC
Trust Company
Kansas
$774K
5
Lazard Asset Management
Lazard Asset Management
New York
$40.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFO
126
RiverGlades Family Offices
Florida
$3.93M -$5.22M – –
Baird Financial Group
127
Baird Financial Group
Wisconsin
$3.92M -$1.69M -15,485 -30%
William Blair & Company
128
William Blair & Company
Illinois
$3.78M -$272K -2,496 -7%
CCM
129
Colorado Capital Management
Colorado
$3.77M +$25.5K +234 +0.7%
FCH
130
Freestone Capital Holdings
Washington
$3.77M +$584K +5,359 +18%
CDIA
131
Capital Directions Investment Advisors
Georgia
$3.74M +$2.81M +25,759 +301%
BFA
132
Beaumont Financial Advisors
Massachusetts
$3.66M -$312K -2,861 -8%
MA
133
MCF Advisors
Kentucky
$3.51M -$7.69M -70,551 -69%
FWP
134
FAS Wealth Partners
Kansas
$3.37M +$196K +1,802 +6%
KFA
135
Kays Financial Advisory
Georgia
$3.35M +$11.2K +103 +0.3%
FPS
136
Fieldpoint Private Securities
Connecticut
$3.33M +$3.33M +30,500 New
CIA
137
Capital Investment Advisors
Georgia
$3.25M -$296K -2,711 -8%
CCP
138
Cardan Capital Partners
Colorado
$3.25M +$65.2K +598 +2%
CPO
139
Cerity Partners OCIO
New York
$3.19M -$712K -6,530 -18%
PWM
140
Perigon Wealth Management
California
$3.16M +$2.84M +26,078 +914%
BCP
141
Blue Chip Partners
Michigan
$3.13M +$125K +1,143 +4%
KeyBank National Association
142
KeyBank National Association
Ohio
$3.12M +$33.8K +310 +1%
Millennium Management
143
Millennium Management
New York
$3.07M +$606K +5,562 +25%
AG
144
Advisor Group
Arizona
$3.04M -$491K -4,505 -14%
PA
145
Pinnacle Associates
New York
$3.04M -$120K -1,099 -4%
WCM
146
Wunderlich Capital Managemnt
Tennessee
$2.98M +$21.3K +197 +0.7%
EFS
147
Edelman Financial Services
Virginia
$2.9M +$236K +2,163 +9%
SPC
148
Salient Private Client
Texas
$2.88M -$1.21M -11,117 -30%
BTS
149
BB&T Securities
Virginia
$2.85M -$1.9M -17,467 -40%
CIM
150
Cambria Investment Management
California
$2.81M -$88.2K -808 -3%
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6
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