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iShares National Muni Bond ETF
MUB

Overview Fund Activity

597 hedge funds and large institutions have $8.76B invested in iShares National Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 227 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+90
Holders Change %
+17.75%
% of All Funds
13.32%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.16%
New
136
Increased
227
Reduced
161
Closed
38
Calls
$2.97M
Puts
$3.35M
Net Calls
-$381K
Net Calls Change
+$2.53M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.76B
2
OWM
Orgel Wealth Management
Wisconsin
$149M
3
Creative Planning
Creative Planning
Kansas
$455M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$151M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$119M

Top Sellers

1
BlackRock
BlackRock
New York
$49.6M
2
CWM
Cornerstone Wealth Management
Missouri
$1.99M
3
UBS Group
UBS Group
Switzerland
$503M
4
RWP
RWA Wealth Partners
Massachusetts
$2.28M
5
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
201
Capital Advisors Ltd
Ohio
$2.53M +$2.1M +19,217 +482%
BPWA
202
Beacon Pointe Wealth Advisors
California
$2.51M +$2.51M +23,025 New
BFA
203
Bragg Financial Advisors
North Carolina
$2.51M +$555K +5,095 +28%
T. Rowe Price Associates
204
T. Rowe Price Associates
Maryland
$2.49M +$2.49M +22,830 New
DC
205
Davenport & Co
Virginia
$2.49M +$245K +2,250 +11%
VC
206
Vicus Capital
Pennsylvania
$2.46M +$1.46M +13,434 +147%
SCG
207
Sonata Capital Group
Washington
$2.44M +$34.9K +320 +1%
JSA
208
Jacobson & Schmitt Advisors
Wisconsin
$2.39M +$165K +1,510 +7%
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$2.37M -$126K -1,152 -5%
NAM
210
NorthCoast Asset Management
Connecticut
$2.36M +$2.36M +21,595 New
PFM
211
Phillips Financial Management
Indiana
$2.33M +$1.07M +9,818 +85%
EA
212
Efficient Advisors
Ohio
$2.33M -$27.4K -251 -1%
COI
213
Capital One Investing
Virginia
$2.32M +$2.32M +21,274 New
RWP
214
RWA Wealth Partners
Massachusetts
$2.28M -$64.5M -591,548 -97%
SF
215
Summit Financial
New Jersey
$2.27M +$2.27M +20,862 New
GRP
216
Global Retirement Partners
California
$2.26M -$184K -1,691 -8%
SG Americas Securities
217
SG Americas Securities
New York
$2.2M -$2.3M -21,130 -51%
CIM
218
Cambria Investment Management
California
$2.17M -$341K -3,126 -14%
FWP
219
FAS Wealth Partners
Kansas
$2.15M -$1.17M -10,687 -35%
HSA
220
HBK Sorce Advisory
Pennsylvania
$2.15M -$19.6K -180 -0.9%
SBH
221
Segall Bryant & Hamill
Illinois
$2.13M -$13.6K -125 -0.6%
MWC
222
MBM Wealth Consultants
Missouri
$2.1M +$2.1M +19,209 New
SFG
223
StrategIQ Financial Group
Indiana
$2.06M -$384K -3,522 -16%
PA
224
Pinnacle Associates
New York
$2.05M -$656K -6,019 -24%
AWMG
225
Alliance Wealth Management Group
New Jersey
$2.05M +$538K +4,932 +36%
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