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iShares National Muni Bond ETF
MUB

Overview Fund Activity

597 hedge funds and large institutions have $8.76B invested in iShares National Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 227 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+90
Holders Change %
+17.75%
% of All Funds
13.32%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.16%
New
136
Increased
227
Reduced
161
Closed
38
Calls
$2.97M
Puts
$3.35M
Net Calls
-$381K
Net Calls Change
+$2.53M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.76B
2
OWM
Orgel Wealth Management
Wisconsin
$149M
3
Creative Planning
Creative Planning
Kansas
$455M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$151M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$119M

Top Sellers

1
BlackRock
BlackRock
New York
$49.6M
2
CWM
Cornerstone Wealth Management
Missouri
$1.99M
3
UBS Group
UBS Group
Switzerland
$503M
4
RWP
RWA Wealth Partners
Massachusetts
$2.28M
5
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
126
WealthSource Partners
California
$6.02M +$213K +1,955 +4%
FMWA
127
Forvis Mazars Wealth Advisors
Missouri
$5.99M +$5.99M +54,917 New
FWM
128
Fairhaven Wealth Management
Illinois
$5.97M +$5.97M +54,744 New
ACM
129
AUA Capital Management
Pennsylvania
$5.96M -$118K -1,084 -2%
FAAS
130
First Allied Advisory Services
California
$5.82M +$1.47M +13,438 +34%
BSWM
131
Boston Standard Wealth Management
Massachusetts
$5.79M -$291K -2,666 -5%
Comerica Bank
132
Comerica Bank
Texas
$5.62M +$2.79M +25,574 +99%
BCI
133
Brinker Capital Investments
Pennsylvania
$5.48M +$953K +8,744 +21%
Citadel Advisors
134
Citadel Advisors
Florida
$5.45M +$5.45M +49,944 New
MMA
135
Miracle Mile Advisors
California
$5.42M +$1.31M +12,045 +32%
SIM
136
Sadoff Investment Management
Wisconsin
$5.18M – – –
LRIA
137
Leonard Rickey Investment Advisors
Washington
$4.91M +$3.3M +30,281 +206%
EWM
138
Endurance Wealth Management
Rhode Island
$4.88M – – –
FCH
139
Freestone Capital Holdings
Washington
$4.84M +$455K +4,173 +10%
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$4.83M -$479K -4,394 -9%
CCM
141
Colorado Capital Management
Colorado
$4.69M +$1.18M +10,804 +34%
FCIM
142
Fairview Capital Investment Management
California
$4.62M -$551K -5,050 -11%
GC
143
Garde Capital
Washington
$4.54M +$192K +1,763 +4%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$4.53M -$903K -8,279 -17%
SF
145
Synovus Financial
Georgia
$4.53M -$650K -5,960 -13%
G
146
GenTrust
Florida
$4.5M +$2.23M +20,425 +98%
CIM
147
Confluence Investment Management
Missouri
$4.48M +$71.1K +652 +2%
BOPW
148
Brandywine Oak Private Wealth
Pennsylvania
$4.48M +$4.48M +39,392 New
MI
149
Moneywise Inc
Virginia
$4.45M -$291K -2,670 -6%
RTC
150
Riverview Trust Company
Washington
$4.43M +$4.43M +40,634 New
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