MUB icon

iShares National Muni Bond ETF

524 hedge funds and large institutions have $6.63B invested in iShares National Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 232 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+78
Holders Change %
+17.49%
% of All Funds
11.9%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.82%
New
110
Increased
232
Reduced
113
Closed
29
Calls
$233K
Puts
$3.62M
Net Calls
-$3.39M
Net Calls Change
-$327K
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
151
FAS Wealth Partners
Kansas
$2.89M +$395K +3,571 +16%
TI
152
Truepoint Inc
Ohio
$2.87M -$1.08M -9,794 -27%
BCP
153
Blue Chip Partners
Michigan
$2.86M +$98.9K +893 +4%
CIM
154
Cambria Investment Management
California
$2.8M +$690K +6,233 +33%
HB
155
Homrich & Berg
Georgia
$2.8M +$1.91M +17,212 +213%
LNC
156
Lincoln National Corp
Pennsylvania
$2.78M +$2.41M +21,735 +641%
HWP
157
Hefty Wealth Partners
Indiana
$2.78M +$166K +1,499 +6%
PCA
158
Personal Capital Advisors
California
$2.75M +$334K +3,017 +14%
CAN
159
Cetera Advisor Networks
California
$2.7M +$1.62M +14,649 +151%
OWM
160
Orgel Wealth Management
Wisconsin
$2.7M +$2.7M +24,365 New
DIA
161
Dean Investment Associates
Ohio
$2.69M +$27K +244 +1%
WLIM
162
White Lighthouse Investment Management
Massachusetts
$2.68M +$2.68M +24,203 New
KL
163
KWMG LLC
Kansas
$2.68M -$295K -2,668 -10%
FWIA
164
Fort Washington Investment Advisors
Ohio
$2.68M -$266K -2,400 -9%
Lido Advisors
165
Lido Advisors
California
$2.63M +$2.08M +18,754 +376%
M&T Bank
166
M&T Bank
New York
$2.62M +$222K +2,006 +9%
JSA
167
Jacobson & Schmitt Advisors
Wisconsin
$2.59M -$192K -1,731 -7%
SBL
168
Sargent Bickham Lagudis
Colorado
$2.58M +$386K +3,486 +18%
RIA
169
Regal Investment Advisors
Michigan
$2.56M +$109K +986 +4%
AL
170
Aspiriant LLC
California
$2.56M -$208K -1,874 -8%
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$2.55M -$37.3K -337 -1%
Citigroup
172
Citigroup
New York
$2.52M +$1.16M +10,504 +86%
VFA
173
Voya Financial Advisors
Connecticut
$2.48M +$2M +18,060 +412%
AllianceBernstein
174
AllianceBernstein
Tennessee
$2.45M +$351K +3,170 +17%
VA
175
Valmark Advisers
Ohio
$2.44M +$276K +2,495 +13%