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iShares National Muni Bond ETF
MUB

Overview Fund Activity

671 hedge funds and large institutions have $10.3B invested in iShares National Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 316 increasing their positions, 175 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+23
Holders Change %
+3.55%
% of All Funds
14.74%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
1.12%
New
61
Increased
316
Reduced
175
Closed
32
Calls
$331K
Puts
$2.74M
Net Calls
-$2.41M
Net Calls Change
-$1.06M

Top Buyers

1
BlackRock
BlackRock
New York
$454M
2
UBS Group
UBS Group
Switzerland
$667M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$354M
4
Bank of America
Bank of America
North Carolina
$1.44B
5
Financial Engines Advisors
Financial Engines Advisors
California
$47.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$396M
2
FI
FormulaFolio Investments
Michigan
$5.12M
3
Lazard Asset Management
Lazard Asset Management
New York
$43.3M
4
MNG
Manning & Napier Group
New York
$26.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
151
FormulaFolio Investments
Michigan
$5.12M -$44.5M -390,265 -90%
RA
152
Riversedge Advisors
Delaware
$5.12M – – –
Prudential Financial
153
Prudential Financial
New Jersey
$5.1M +$149K +1,309 +3%
BCI
154
Brinker Capital Investments
Pennsylvania
$5.09M -$252K -2,206 -5%
EWM
155
Endurance Wealth Management
Rhode Island
$5.01M – – –
WCM
156
Wildcat Capital Management
New York
$5.01M +$391K +3,441 +8%
EBT
157
Enterprise Bank & Trust
Massachusetts
$4.95M -$5.71K -50 -0.1%
G
158
GenTrust
Florida
$4.71M – – –
IWC
159
Integrated Wealth Concepts
Massachusetts
$4.71M +$551K +4,826 +13%
BFO
160
Biltmore Family Office
North Carolina
$4.68M +$379K +3,320 +9%
FCIM
161
Fairview Capital Investment Management
California
$4.66M – – –
LNC
162
Lincoln National Corp
Pennsylvania
$4.62M +$2.89M +25,328 +167%
SHGA
163
Sand Hill Global Advisors
California
$4.54M – – –
TIA
164
Traphagen Investment Advisors
New Jersey
$4.54M +$1.78M +15,611 +65%
OIWM
165
OptiFour Integrated Wealth Management
Virginia
$4.48M -$102K -891 -2%
AllianceBernstein
166
AllianceBernstein
Tennessee
$4.48M -$231K -2,027 -5%
JIR
167
James Investment Research
Ohio
$4.43M +$226K +1,980 +5%
BFA
168
Beaumont Financial Advisors
Massachusetts
$4.42M -$5.82K -51 -0.1%
IA
169
IFG Advisors
Missouri
$4.41M +$4.41M +38,627 New
Kayne Anderson Rudnick Investment Management
170
Kayne Anderson Rudnick Investment Management
California
$4.38M +$486K +4,263 +13%
Renaissance Technologies
171
Renaissance Technologies
New York
$4.36M -$5.35M -46,900 -55%
CAN
172
Cetera Advisor Networks
California
$4.35M +$416K +3,643 +11%
GC
173
Garde Capital
Washington
$4.35M -$87.5K -767 -2%
CCM
174
Colorado Capital Management
Colorado
$4.35M -$25.7K -225 -0.6%
Citadel Advisors
175
Citadel Advisors
Florida
$4.33M +$1.85M +16,189 +74%
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