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iShares National Muni Bond ETF
MUB

Overview Fund Activity

995 hedge funds and large institutions have $15.9B invested in iShares National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 506 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
17.52%
Holding in Top 10
84
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-16%
% of All Funds
1.48%
New
78
Increased
506
Reduced
251
Closed
68
Calls
$5.37M
Puts
$10.6M
Net Calls
-$5.25M
Net Calls Change
-$1.25M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$919M
2
Betterment LLC
2
Betterment LLC
New York
$948M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$321M
4
TF
4
TIAA FSB
Florida
$276M
5
Morgan Stanley
5
Morgan Stanley
New York
$414M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$77.6M
2
GC
2
Grimes & Company
Massachusetts
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$302M
4
SS
4
Simplicity Solutions
Minnesota
$1.06M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$33.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
126
Baird Financial Group
Wisconsin
$12.8M +$4.75M +40,898 +59%
AIA
127
Ally Invest Advisors
North Carolina
$12.7M +$2.97M +25,623 +31%
SPC
128
Sigma Planning Corp
Michigan
$12.6M +$421K +3,627 +3%
IA
129
IFG Advisors
Missouri
$12.6M +$2.73M +23,491 +28%
SWRP
130
Summit Wealth & Retirement Planning
California
$12.5M +$1.63M +14,003 +15%
ACA
131
Ackerman Capital Advisors
Texas
$12.4M +$11.4M +98,209 +1,195%
HFS
132
HBC Financial Services
Washington
$12.3M +$419K +3,583 +4%
LS
133
Liquid Strategies
Georgia
$12.3M -$19.1M -164,303 -61%
TCM
134
Towercrest Capital Management
Pennsylvania
$12.2M +$545K +4,698 +5%
M&T Bank
135
M&T Bank
New York
$12.1M -$2.15M -18,559 -15%
BOH
136
Bank of Hawaii
Hawaii
$12.1M +$2.88M +24,778 +31%
WT
137
Whittier Trust
California
$12.1M – – –
FNBOMD
138
First National Bank of Mount Dora
Florida
$12M +$1.03M +8,862 +9%
PAG
139
Pinnacle Advisory Group
Maryland
$11.9M +$4.2M +36,182 +55%
WSTAM
140
Wilbanks Smith & Thomas Asset Management
Virginia
$11.7M +$58.6K +505 +0.5%
Prudential Financial
141
Prudential Financial
New Jersey
$11.5M +$1.58M +13,646 +16%
BSWM
142
Boston Standard Wealth Management
Massachusetts
$11.4M +$3.63M +31,237 +47%
AC
143
Alley Company
Illinois
$11.4M +$724K +6,237 +7%
DL
144
DOHJ LLC
Washington
$11.1M +$706K +6,085 +7%
Bessemer Group
145
Bessemer Group
New Jersey
$10.8M +$147K +1,265 +1%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$10.8M +$1.44M +12,393 +15%
BSW
147
Buckingham Strategic Wealth
Missouri
$10.7M +$2.53M +21,761 +31%
RCM
148
Robinson Capital Management
Michigan
$10.4M +$10.4M +90,075 +281,484%
CFMC
149
Curbstone Financial Management Corp
New Hampshire
$10.4M +$566K +4,880 +6%
JWA
150
JFS Wealth Advisors
Pennsylvania
$10.3M +$66K +569 +0.6%
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