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iShares National Muni Bond ETF
MUB

Overview Fund Activity

616 hedge funds and large institutions have $9.05B invested in iShares National Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 272 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+19
Holders Change %
+3.18%
% of All Funds
13.35%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
1.08%
New
73
Increased
272
Reduced
182
Closed
44
Calls
–
Puts
$3.26M
Net Calls
-$3.26M
Net Calls Change
-$2.88M

Top Buyers

1
BlackRock
BlackRock
New York
$497M
2
Jane Street
Jane Street
New York
$80.7M
3
UBS Group
UBS Group
Switzerland
$588M
4
FI
FormulaFolio Investments
Michigan
$42.9M
5
Betterment LLC
Betterment LLC
New York
$615M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.25B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$37.9M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$6.55M
4
HHGA
Halbert Hargrove Global Advisors
California
$0
5
AL
Aspiriant LLC
California
$56.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
151
Sargent Bickham Lagudis
Colorado
$4.82M +$369K +3,321 +8%
BOPW
152
Brandywine Oak Private Wealth
Pennsylvania
$4.7M +$318K +2,857 +7%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$4.61M -$9.45K -85 -0.2%
G
154
GenTrust
Florida
$4.59M – – –
SPC
155
Sigma Planning Corp
Michigan
$4.58M +$3.47M +31,254 +313%
OIWM
156
OptiFour Integrated Wealth Management
Virginia
$4.58M +$83.6K +752 +2%
GC
157
Garde Capital
Washington
$4.57M -$58.6K -527 -1%
FCIM
158
Fairview Capital Investment Management
California
$4.54M -$161K -1,450 -3%
CCM
159
Colorado Capital Management
Colorado
$4.53M -$245K -2,208 -5%
BFA
160
Beaumont Financial Advisors
Massachusetts
$4.44M +$213K +1,911 +5%
BFO
161
Biltmore Family Office
North Carolina
$4.37M +$58.2K +523 +1%
PCMC
162
Paragon Capital Management (Colorado)
Colorado
$4.26M -$163K -1,466 -4%
PPA
163
Parametric Portfolio Associates
Washington
$4.15M -$8.69M -78,143 -68%
JIR
164
James Investment Research
Ohio
$4.11M +$190K +1,707 +5%
FWM
165
Fairhaven Wealth Management
Illinois
$4.08M -$2M -18,017 -33%
RTC
166
Riverview Trust Company
Washington
$3.94M -$578K -5,198 -13%
RWM
167
Ritholtz Wealth Management
New York
$3.93M -$10.4M -93,272 -73%
BL
168
Balentine LLC
Georgia
$3.92M +$292K +2,623 +8%
AIP
169
Ameritas Investment Partners
Nebraska
$3.86M -$322K -2,899 -8%
SWRP
170
Summit Wealth & Retirement Planning
California
$3.85M +$351K +3,158 +10%
AllianceBernstein
171
AllianceBernstein
Tennessee
$3.62M +$456K +4,101 +14%
SS
172
Simplicity Solutions
Minnesota
$3.61M +$3.25M +29,230 +898%
Kayne Anderson Rudnick Investment Management
173
Kayne Anderson Rudnick Investment Management
California
$3.58M +$625K +5,614 +21%
PAS
174
Park Avenue Securities
New York
$3.52M +$3.52M +31,786 New
Baird Financial Group
175
Baird Financial Group
Wisconsin
$3.44M -$4.37M -39,302 -56%
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