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iShares National Muni Bond ETF
MUB

Overview Fund Activity

799 hedge funds and large institutions have $11.2B invested in iShares National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 366 increasing their positions, 154 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
+128
Holders Change %
+19.08%
% of All Funds
15.78%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.28%
New
167
Increased
366
Reduced
154
Closed
30
Calls
$2.02M
Puts
$2.75M
Net Calls
-$730K
Net Calls Change
+$1.68M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.55B
2
Betterment LLC
Betterment LLC
New York
$759M
3
BlackRock
BlackRock
New York
$544M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$83.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$631M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$594M
2
Barclays
Barclays
United Kingdom
$0
3
Wells Fargo
Wells Fargo
California
$350M
4
Lazard Asset Management
Lazard Asset Management
New York
$38.2M
5
MNG
Manning & Napier Group
New York
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
201
Phillips Financial Management
Indiana
$4.3M +$227K +1,995 +6%
JSA
202
Jacobson & Schmitt Advisors
Wisconsin
$4.29M +$611K +5,362 +17%
ASN
203
Advisory Services Network
Georgia
$4.21M +$2.39M +21,016 +132%
GC
204
Garde Capital
Washington
$4.18M -$160K -1,405 -4%
PCMC
205
Paragon Capital Management (Colorado)
Colorado
$4.17M +$4.67K +41 +0.1%
TGAM
206
TBH Global Asset Management
Tennessee
$4.17M +$4.17M +36,577 New
KCM
207
Kanawha Capital Management
Virginia
$4.12M +$3.5M +30,710 +565%
MI
208
Moneywise Inc
Virginia
$4.03M -$82.5K -723 -2%
FWM
209
Fairhaven Wealth Management
Illinois
$3.97M -$43.4K -381 -1%
RTC
210
Riverview Trust Company
Washington
$3.95M – – –
NFP
211
Narus Financial Partners
Utah
$3.94M -$22.8K -200 -0.6%
Squarepoint
212
Squarepoint
New York
$3.83M +$2.96M +25,961 +340%
SHGA
213
Sand Hill Global Advisors
California
$3.79M -$747K -6,554 -16%
RWM
214
Ritholtz Wealth Management
New York
$3.74M -$27.9K -245 -0.7%
RIA
215
Regal Investment Advisors
Michigan
$3.7M +$48.5K +426 +1%
CCP
216
Cardan Capital Partners
Colorado
$3.61M +$149K +1,305 +4%
KeyBank National Association
217
KeyBank National Association
Ohio
$3.61M +$539K +4,730 +18%
GAB
218
German American Bancorp
Indiana
$3.57M +$138K +1,211 +4%
AWM
219
Apollon Wealth Management
South Carolina
$3.48M +$513K +4,469 +17%
WU
220
Wealthsimple US
New York
$3.46M +$3.46M +30,413 New
WCM
221
Wunderlich Capital Managemnt
Tennessee
$3.45M +$21.2K +186 +0.6%
MFG
222
Menard Financial Group
Texas
$3.44M +$3.44M +30,155 New
EWA
223
EP Wealth Advisors
California
$3.43M +$278K +2,444 +9%
SW
224
SlateStone Wealth
Florida
$3.41M +$56.4K +495 +2%
SBSB
225
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.37M +$14.9K +131 +0.4%
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