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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 %
BFA
201
Bragg Financial Advisors
North Carolina
$3.46M +$295K +2,588 +9%
GAB
202
German American Bancorp
Indiana
$3.44M +$143K +1,251 +4%
WCM
203
Wunderlich Capital Managemnt
Tennessee
$3.43M +$34.9K +306 +1%
SW
204
SlateStone Wealth
Florida
$3.36M -$116K -1,014 -3%
SBSB
205
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.36M – – –
CA
206
Cetera Advisors
Colorado
$3.3M +$227K +1,993 +7%
TCM
207
Traynor Capital Management
Pennsylvania
$3.18M +$610K +5,348 +24%
CIA
208
Capital Investment Advisors
Georgia
$3.18M +$116K +1,020 +4%
EWA
209
EP Wealth Advisors
California
$3.16M +$686K +6,009 +28%
Bessemer Group
210
Bessemer Group
New Jersey
$3.15M +$960K +8,414 +44%
CFS
211
Cannon Financial Strategists
Georgia
$3.12M +$217K +1,901 +7%
AIA
212
Alera Investment Advisors
Illinois
$3.1M -$3.77K -33 -0.1%
KeyBank National Association
213
KeyBank National Association
Ohio
$3.08M -$209K -1,835 -6%
FPGK
214
Financial Partners Group (Kansas)
Kansas
$2.99M +$1.08M +9,450 +56%
DIA
215
Dean Investment Associates
Ohio
$2.97M +$1.37K +12 +0%
AWM
216
Apollon Wealth Management
South Carolina
$2.95M +$998K +8,746 +51%
PA
217
Parallel Advisors
California
$2.92M +$997K +8,740 +52%
FNBOSM
218
First National Bank of South Miami
Florida
$2.89M – – –
BPWA
219
Beacon Pointe Wealth Advisors
California
$2.88M +$263K +2,306 +10%
SC
220
Savant Capital
Illinois
$2.88M -$28.3K -248 -1%
WPW
221
Waldron Private Wealth
Pennsylvania
$2.87M +$3.2K +28 +0.1%
SCG
222
Sonata Capital Group
Washington
$2.86M +$108K +945 +4%
MSL
223
Mackay Shields LLC
New York
$2.86M +$2.86M +25,072 New
LFS
224
Lutz Financial Services
Nebraska
$2.86M +$1.25M +10,919 +77%
FPS
225
Fieldpoint Private Securities
Connecticut
$2.74M – – –
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