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iShares National Muni Bond ETF
MUB

Overview Fund Activity

648 hedge funds and large institutions have $9.49B invested in iShares National Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 279 increasing their positions, 185 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+32
Holders Change %
+5.19%
% of All Funds
14.1%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.13%
New
74
Increased
279
Reduced
185
Closed
37
Calls
–
Puts
$1.35M
Net Calls
-$1.35M
Net Calls Change
+$1.91M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$531M
2
Bank of America
2
Bank of America
North Carolina
$1.37B
3
HHGA
3
Halbert Hargrove Global Advisors
California
$52M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$274M
5
Barclays
5
Barclays
United Kingdom
$51.5M

Top Sellers

1
BlackRock
1
BlackRock
New York
$161M
2
Jane Street
2
Jane Street
New York
$380K
3
Lazard Asset Management
3
Lazard Asset Management
New York
$41.7M
4
UBS Group
4
UBS Group
Switzerland
$560M
5
MNG
5
Manning & Napier Group
New York
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Cetera Advisors
Colorado
$3.04M +$636K +5,617 +26%
CIA
202
Capital Investment Advisors
Georgia
$3.04M -$119K -1,052 -4%
DIA
203
Dean Investment Associates
Ohio
$2.94M +$52.3K +462 +2%
CFS
204
Cannon Financial Strategists
Georgia
$2.88M -$7.01K -62 -0.2%
SC
205
Savant Capital
Illinois
$2.88M +$2.88M +25,447 New
FNBOSM
206
First National Bank of South Miami
Florida
$2.85M -$80.2K -705 -3%
WPW
207
Waldron Private Wealth
Pennsylvania
$2.84M +$106K +940 +4%
FBFS
208
First Business Financial Services
Wisconsin
$2.83M -$185K -1,634 -6%
APP
209
Avantax Planning Partners
Iowa
$2.8M -$277K -2,450 -9%
CIM
210
Confluence Investment Management
Missouri
$2.76M +$865K +7,654 +46%
EA
211
Efficient Advisors
Ohio
$2.74M +$237K +2,098 +9%
CAMG
212
CWA Asset Management Group
Florida
$2.74M +$399K +3,529 +17%
TIA
213
Traphagen Investment Advisors
New Jersey
$2.73M -$85.8K -759 -3%
SCG
214
Sonata Capital Group
Washington
$2.73M – – –
DC
215
Davenport & Co
Virginia
$2.73M -$11.3K -100 -0.4%
FPS
216
Fieldpoint Private Securities
Connecticut
$2.71M – – –
TA
217
Tiedemann Advisors
New York
$2.63M -$565K -5,000 -18%
BPWA
218
Beacon Pointe Wealth Advisors
California
$2.59M – – –
VC
219
Vicus Capital
Pennsylvania
$2.59M -$26.9K -238 -1%
AWMG
220
Alliance Wealth Management Group
New Jersey
$2.59M +$72.8K +644 +3%
HCM
221
Hollencrest Capital Management
California
$2.59M +$2.59M +22,870 New
WA
222
Waverly Advisors
Alabama
$2.56M -$2.6K -23 -0.1%
SFG
223
StrategIQ Financial Group
Indiana
$2.55M +$207K +1,830 +9%
TCM
224
Traynor Capital Management
Pennsylvania
$2.54M +$1.13M +10,055 +80%
IWA
225
Independence Wealth Advisors
Virginia
$2.52M +$27.4K +242 +1%
7 8
9
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