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

Top Sellers

1
UBS Group
UBS Group
Switzerland
$363M
2
CCFM
Clear Creek Financial Management
Washington
$0
3
Ameriprise
Ameriprise
Minnesota
$108M
4
Lazard Asset Management
Lazard Asset Management
New York
$35.8M
5
MNG
Manning & Napier Group
New York
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
126
CX Institutional
Indiana
$13.9M +$1.96M +16,745 +17%
WC
127
Wealth CMT
New Jersey
$13.8M +$15.9K +136 +0.1%
LPT
128
Legacy Private Trust
Wisconsin
$13.8M +$343K +2,930 +3%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$13.8M – – –
CCM
130
Crabel Capital Management
California
$13.5M +$11.2M +95,562 +489%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$13.3M +$99.3K +850 +0.8%
SPP
132
Single Point Partners
Massachusetts
$12.5M +$139K +1,182 +1%
CWP
133
Concord Wealth Partners
Virginia
$12.4M +$12.4M +106,158 New
AFG
134
Arkansas Financial Group
Arkansas
$12.4M +$1.02M +8,684 +9%
SPC
135
Sigma Planning Corp
Michigan
$12.3M +$1.5M +12,801 +14%
NVCHI
136
New Vernon Capital Holdings II
New Jersey
$12.3M +$490K +4,177 +4%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$12.3M +$2.93M +24,981 +31%
WT
138
Whittier Trust
California
$12.2M +$2.07M +17,675 +21%
Mirae Asset Global Investments
139
Mirae Asset Global Investments
South Korea
$12M +$1.48M +12,600 +14%
AFS
140
Axiom Financial Strategies
Indiana
$12M – – –
HFS
141
HBC Financial Services
Washington
$11.9M +$11.9M +101,739 New
KAS
142
Kestra Advisory Services
Texas
$11.9M +$6.59M +56,257 +125%
WSTAM
143
Wilbanks Smith & Thomas Asset Management
Virginia
$11.8M -$302K -2,577 -3%
TCM
144
Towercrest Capital Management
Pennsylvania
$11.8M +$284K +2,420 +2%
WANY
145
Wealthspire Advisors (New York)
New York
$11.7M +$1.54M +13,142 +15%
PRWA
146
Platte River Wealth Advisors
Colorado
$11.7M -$1.8M -15,383 -13%
SEIA
147
Signature Estate & Investment Advisors
California
$11.6M +$4.5M +38,427 +63%
Millennium Management
148
Millennium Management
New York
$11.6M +$3.18M +27,132 +38%
FNBOMD
149
First National Bank of Mount Dora
Florida
$11.1M +$4.95M +42,229 +80%
OR
150
Olympiad Research
Connecticut
$11M +$1.13M +9,621 +11%
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