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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 %
OIWM
151
OptiFour Integrated Wealth Management
Virginia
$4.41M -$6.59M -60,471 -60%
SBL
152
Sargent Bickham Lagudis
Colorado
$4.37M +$876K +8,033 +25%
PCMC
153
Paragon Capital Management (Colorado)
Colorado
$4.34M -$2.25M -20,621 -34%
BFO
154
Biltmore Family Office
North Carolina
$4.23M -$374K -3,430 -8%
BFA
155
Beaumont Financial Advisors
Massachusetts
$4.15M +$747K +6,854 +22%
AIP
156
Ameritas Investment Partners
Nebraska
$4.1M +$3.51M +32,187 +590%
GP
157
Girard Partners
Pennsylvania
$3.94M +$2.13M +19,518 +117%
JIR
158
James Investment Research
Ohio
$3.84M -$494K -4,528 -11%
OIA
159
OneDigital Investment Advisors
Kansas
$3.71M +$1.22M +11,207 +49%
PP
160
PagnatoKarp Partners
Virginia
$3.66M +$3.66M +33,543 New
IA
161
IFP Advisors
Florida
$3.66M -$1.21M -11,140 -25%
Squarepoint
162
Squarepoint
New York
$3.6M +$3.6M +33,039 New
SWP
163
Stratos Wealth Partners
Ohio
$3.6M -$633K -5,810 -15%
LYV
164
Live Your Vision
Pennsylvania
$3.58M -$8.41M -77,222 -70%
BL
165
Balentine LLC
Georgia
$3.56M +$3.54M +32,446 +19,429%
CCP
166
Cardan Capital Partners
Colorado
$3.47M +$280K +2,567 +9%
SWRP
167
Summit Wealth & Retirement Planning
California
$3.43M +$3.43M +31,429 New
Financial Engines Advisors
168
Financial Engines Advisors
California
$3.42M +$3.42M +31,354 New
GLLW
169
Graves Light Lenhart Wealth
Virginia
$3.36M +$3.36M +30,828 New
FTUS
170
Flow Traders U.S.
New York
$3.33M -$10.4M -94,990 -76%
RIA
171
Regal Investment Advisors
Michigan
$3.24M +$506K +4,636 +18%
SBSB
172
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.21M +$3.21M +29,410 New
FPS
173
Fieldpoint Private Securities
Connecticut
$3.16M -$164K -1,500 -5%
BA
174
Boston Advisors
Massachusetts
$3.15M -$8.22M -75,396 -72%
AllianceBernstein
175
AllianceBernstein
Tennessee
$3.1M +$1.37M +12,533 +79%
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