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iShares National Muni Bond ETF
MUB

Overview Fund Activity

995 hedge funds and large institutions have $15.9B invested in iShares National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 506 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
17.52%
Holding in Top 10
84
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-16%
% of All Funds
1.48%
New
78
Increased
506
Reduced
251
Closed
68
Calls
$5.37M
Puts
$10.6M
Net Calls
-$5.25M
Net Calls Change
-$1.25M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$919M
2
Betterment LLC
2
Betterment LLC
New York
$948M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$321M
4
TF
4
TIAA FSB
Florida
$276M
5
Morgan Stanley
5
Morgan Stanley
New York
$414M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$77.6M
2
GC
2
Grimes & Company
Massachusetts
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$302M
4
SS
4
Simplicity Solutions
Minnesota
$1.06M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$33.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
176
Empirical Wealth Management
Washington
$8.17M -$894K -7,707 -10%
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$8.11M +$1.19M +10,297 +17%
HWA
178
Heartwood Wealth Advisors
Virginia
$8.09M +$660K +5,691 +9%
SC
179
Slow Capital
California
$8.08M -$42.9K -370 -0.5%
PWM
180
Paulson Wealth Management
Illinois
$8.07M +$432K +3,695 +6%
WRF
181
Waddell & Reed Financial
Kansas
$8M -$15M -128,900 -65%
AIP
182
Ameritas Investment Partners
Nebraska
$7.99M -$34.8K -299 -0.4%
CIP
183
Capital Insight Partners
Arizona
$7.94M -$912K -7,856 -10%
HFM
184
Hartford Financial Management
Connecticut
$7.89M +$106K +917 +1%
FCBT
185
First Citizens Bank & Trust
North Carolina
$7.71M +$405K +3,490 +6%
SF
186
Synovus Financial
Georgia
$7.53M -$1.62M -13,966 -18%
XF
187
XML Financial
Maryland
$7.5M +$282K +2,426 +4%
GLLW
188
Graves Light Lenhart Wealth
Virginia
$7.5M +$96.8K +834 +1%
LFS
189
Lutz Financial Services
Nebraska
$7.49M +$910K +7,846 +14%
MWM
190
Modera Wealth Management
New Jersey
$7.47M +$162K +1,393 +2%
Natixis Advisors
191
Natixis Advisors
Massachusetts
$7.35M -$1.14M -9,857 -13%
IWP
192
Insight Wealth Partners
Texas
$7.23M +$2.15M +18,554 +42%
MWA
193
Martel Wealth Advisors
Washington
$7.16M +$444K +3,822 +7%
MWP
194
Madison Wealth Partners
Wisconsin
$7.13M -$104K -885 -1%
KAS
195
Kestra Advisory Services
Texas
$7.07M -$4.68M -40,303 -40%
LNC
196
Lincoln National Corp
Pennsylvania
$7.05M +$460K +3,963 +7%
BC
197
Bartlett & Co
Ohio
$7.02M +$174K +1,500 +3%
BCWM
198
Bartlett & Co Wealth Management
Ohio
$7.02M +$174K +1,500 +3%
ACM
199
AUA Capital Management
Pennsylvania
$7.01M +$466K +4,019 +7%
MWM
200
Mattern Wealth Management
Kansas
$6.9M +$3.13K +27 +0%
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