MUB icon

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 %
PAS
176
Park Avenue Securities
New York
$4.33M +$4.33M +37,948 New
PCMC
177
Paragon Capital Management (Colorado)
Colorado
$4.17M -$230K -2,020 -5%
SWRP
178
Summit Wealth & Retirement Planning
California
$4.13M +$225K +1,976 +6%
COI
179
Capital One Investing
Virginia
$4.13M +$517K +4,528 +14%
SBL
180
Sargent Bickham Lagudis
Colorado
$4.11M -$377K -3,306 -8%
MI
181
Moneywise Inc
Virginia
$4.11M -$404K -3,544 -9%
PFM
182
Phillips Financial Management
Indiana
$4.08M +$274K +2,401 +7%
BC
183
Bartlett & Co
Ohio
$4.08M +$915K +8,020 +29%
BCWM
184
Bartlett & Co Wealth Management
Ohio
$4.08M +$915K +8,020 +29%
AIP
185
Ameritas Investment Partners
Nebraska
$4.06M +$52.4K +459 +1%
BA
186
Boston Advisors
Massachusetts
$4.03M +$486K +4,262 +14%
FWM
187
Fairhaven Wealth Management
Illinois
$4.02M -$7.07K -62 -0.2%
NFP
188
Narus Financial Partners
Utah
$3.97M -$87.2K -764 -2%
RTC
189
Riverview Trust Company
Washington
$3.96M – – –
RWM
190
Ritholtz Wealth Management
New York
$3.77M +$26.9K +236 +0.7%
TCM
191
TD Capital Management
Tennessee
$3.76M +$3.76M +32,934 New
JSA
192
Jacobson & Schmitt Advisors
Wisconsin
$3.69M +$29.7K +260 +0.8%
PSUF
193
People's United Financial
Connecticut
$3.68M +$50.9K +446 +1%
RIA
194
Regal Investment Advisors
Michigan
$3.66M +$162K +1,418 +5%
CAMG
195
CWA Asset Management Group
Florida
$3.65M +$888K +7,785 +32%
Millennium Management
196
Millennium Management
New York
$3.62M +$1.22M +10,686 +51%
PMFA
197
Plante Moran Financial Advisors
Michigan
$3.52M +$3.52M +30,881 New
SF
198
Summit Financial
New Jersey
$3.51M +$1.69M +26,162 +93%
AIA
199
Ally Invest Advisors
North Carolina
$3.47M +$1.84M +16,171 +113%
CCP
200
Cardan Capital Partners
Colorado
$3.47M +$154K +1,348 +5%
6 7
8
9 10