MUB icon

iShares National Muni Bond ETF

991 hedge funds and large institutions have $15.5B invested in iShares National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 487 increasing their positions, 194 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+119
Holders Change %
+13.65%
% of All Funds
17.58%
Holding in Top 10
100
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+11.11%
% of All Funds
1.77%
New
166
Increased
487
Reduced
194
Closed
32
Calls
$5.36M
Puts
$9.35M
Net Calls
-$4M
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Shares
Change %
SWRP
151
Summit Wealth & Retirement Planning
California
$10.9M +$205K +1,750 +2%
MIA
152
MainStreet Investment Advisors
Illinois
$10.9M -$2.79M -23,829 -20%
Bessemer Group
153
Bessemer Group
New Jersey
$10.8M +$168K +1,435 +2%
AC
154
Alley Company
Illinois
$10.8M +$752K +6,417 +8%
DL
155
DOHJ LLC
Washington
$10.5M +$687K +5,848 +7%
JWA
156
JFS Wealth Advisors
Pennsylvania
$10.4M +$399K +3,402 +4%
CDIA
157
Capital Directions Investment Advisors
Georgia
$10.3M -$431K -3,675 -4%
CCG
158
Cypress Capital Group
Florida
$10.1M +$229K +1,950 +2%
ANTB
159
AMG National Trust Bank
Colorado
$10.1M +$173K +1,473 +2%
WPW
160
Waldron Private Wealth
Pennsylvania
$10M +$5.67M +48,347 +129%
RH
161
RFG Holdings
Texas
$10M +$10M +85,596 New
USAA
162
United Services Automobile Association
Texas
$10M -$2.67M -23,377 -21%
Prudential Financial
163
Prudential Financial
New Jersey
$10M +$1.67M +14,214 +20%
Comerica Bank
164
Comerica Bank
Texas
$9.92M +$866K +7,397 +10%
IA
165
IFG Advisors
Missouri
$9.92M +$540K +4,608 +6%
CS
166
Credit Suisse
Switzerland
$9.89M +$1.67M +14,236 +20%
CFMC
167
Curbstone Financial Management Corp
New Hampshire
$9.88M +$46.9K +400 +0.5%
AIA
168
Ally Invest Advisors
North Carolina
$9.81M +$2.36M +20,168 +32%
BDWCC
169
B&D White Capital Company
Texas
$9.73M +$9.73M +82,995 New
DIP
170
DT Investment Partners
Pennsylvania
$9.7M -$363K -3,096 -4%
AllianceBernstein
171
AllianceBernstein
Tennessee
$9.63M +$2M +17,088 +26%
Thrivent Financial for Lutherans
172
Thrivent Financial for Lutherans
Minnesota
$9.44M +$5.9M +50,311 +166%
BOH
173
Bank of Hawaii
Hawaii
$9.28M +$5.49M +46,839 +145%
SF
174
Synovus Financial
Georgia
$9.24M +$257K +2,192 +3%
EWM
175
Empirical Wealth Management
Washington
$9.16M +$276K +2,357 +3%