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iShares National Muni Bond ETF
MUB

Overview Fund Activity

816 hedge funds and large institutions have $10.9B invested in iShares National Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 332 increasing their positions, 264 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
18.03%
Holding in Top 10
87
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+33.85%
% of All Funds
1.92%
New
102
Increased
332
Reduced
264
Closed
71
Calls
$11M
Puts
$23.6M
Net Calls
-$12.6M
Net Calls Change
-$11.9M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$475M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$150M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$445M
4
Morgan Stanley
Morgan Stanley
New York
$295M
5
SPC
Silver Point Capital
Connecticut
$47.3M

Top Sellers

1
BlackRock
BlackRock
New York
$40.4M
2
Betterment LLC
Betterment LLC
New York
$560M
3
Bank of America
Bank of America
North Carolina
$1.38B
4
Creative Planning
Creative Planning
Kansas
$440M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$42.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
176
People's United Financial
Connecticut
$5.45M +$945K +8,359 +21%
EWA
177
ERTS Wealth Advisors
Michigan
$5.44M +$2.36M +20,902 +77%
FBB
178
Fulton Breakefield Broenniman
Maryland
$5.4M +$187K +1,655 +4%
HW
179
Hancock Whitney
Mississippi
$5.4M -$1.09M -9,631 -17%
PWPCM
180
Perella Weinberg Partners Capital Management
New York
$5.2M +$5.2M +46,051 New
SIM
181
Sadoff Investment Management
Wisconsin
$5.18M -$22.6K -200 -0.4%
BCI
182
Brinker Capital Investments
Pennsylvania
$5.18M -$51.1K -452 -1%
SDWMA
183
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.16M +$5.16M +45,683 New
CAN
184
Cetera Advisor Networks
California
$5.14M +$287K +2,539 +6%
LRIA
185
Leonard Rickey Investment Advisors
Washington
$5.09M -$112K -994 -2%
BC
186
Burleson & Co
California
$5.08M -$5.39M -47,874 -51%
XF
187
XML Financial
Maryland
$5.08M +$3.27M +28,953 +181%
Principal Financial Group
188
Principal Financial Group
Iowa
$5.04M -$5.1M -45,169 -50%
BFA
189
Beaumont Financial Advisors
Massachusetts
$5.03M -$55.7K -493 -1%
EWM
190
Endurance Wealth Management
Rhode Island
$5.02M +$50.9K +450 +1%
EBT
191
Enterprise Bank & Trust
Massachusetts
$4.75M – – –
BCWM
192
Bartlett & Co Wealth Management
Ohio
$4.64M +$203K +1,797 +5%
BC
193
Bartlett & Co
Ohio
$4.64M +$4.64M +41,027 New
JSA
194
Jacobson & Schmitt Advisors
Wisconsin
$4.63M +$367K +3,244 +9%
FCIM
195
Fairview Capital Investment Management
California
$4.56M -$56.5K -500 -1%
PFM
196
Phillips Financial Management
Indiana
$4.53M +$376K +3,412 +9%
BFO
197
Biltmore Family Office
North Carolina
$4.52M -$127K -1,122 -3%
Kayne Anderson Rudnick Investment Management
198
Kayne Anderson Rudnick Investment Management
California
$4.5M -$478K -4,228 -10%
BPA
199
Beacon Pointe Advisors
California
$4.46M +$2.75M +24,360 +161%
COF
200
Capital One Financial
Virginia
$4.45M +$4.45M +39,375 New
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