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iShares National Muni Bond ETF
MUB

Overview Fund Activity

991 hedge funds and large institutions have $15.5B invested in iShares National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 487 increasing their positions, 194 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+119
Holders Change %
+13.65%
% of All Funds
17.58%
Holding in Top 10
100
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+11.11%
% of All Funds
1.77%
New
166
Increased
487
Reduced
194
Closed
32
Calls
$5.36M
Puts
$9.35M
Net Calls
-$4M
Net Calls Change
+$33M

Top Buyers

1
BlackRock
1
BlackRock
New York
$206M
2
US Bancorp
2
US Bancorp
Minnesota
$342M
3
Betterment LLC
3
Betterment LLC
New York
$828M
4
Creative Planning
4
Creative Planning
Kansas
$797M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$355M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$363M
2
CCFM
2
Clear Creek Financial Management
Washington
$0
3
Ameriprise
3
Ameriprise
Minnesota
$108M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$35.8M
5
MNG
5
Manning & Napier Group
New York
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
201
Paulson Wealth Management
Illinois
$7.65M +$1.17M +9,968 +18%
HWA
202
Heartwood Wealth Advisors
Virginia
$7.5M -$19.1K -163 -0.3%
GLLW
203
Graves Light Lenhart Wealth
Virginia
$7.47M +$7.5K +64 +0.1%
MWM
204
Modera Wealth Management
New Jersey
$7.38M +$7.38M +62,967 New
ASN
205
Advisory Services Network
Georgia
$7.38M -$353K -3,014 -5%
FCBT
206
First Citizens Bank & Trust
North Carolina
$7.38M +$22.5K +192 +0.3%
XF
207
XML Financial
Maryland
$7.29M +$52.5K +448 +0.7%
MWP
208
Madison Wealth Partners
Wisconsin
$7.24M +$7.24M +61,739 New
FPCP
209
Fort Point Capital Partners
California
$7.04M +$7.04M +60,025 New
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$6.99M +$2.06M +17,621 +42%
MWM
211
Mattern Wealth Management
Kansas
$6.96M +$2.21M +18,882 +47%
BCWM
212
Bartlett & Co Wealth Management
Ohio
$6.91M +$762K +6,502 +12%
BC
213
Bartlett & Co
Ohio
$6.91M +$762K +6,502 +12%
MWA
214
Martel Wealth Advisors
Washington
$6.79M +$54.5K +465 +0.8%
VC
215
Vicus Capital
Pennsylvania
$6.73M +$647K +5,517 +11%
LNC
216
Lincoln National Corp
Pennsylvania
$6.66M +$648K +5,531 +11%
LFS
217
Lutz Financial Services
Nebraska
$6.65M +$1.99M +16,967 +43%
PPW
218
Parcion Private Wealth
Washington
$6.64M +$3.26M +27,825 +96%
ACM
219
AUA Capital Management
Pennsylvania
$6.61M -$91.7K -782 -1%
FTUS
220
Flow Traders U.S.
New York
$6.61M +$4M +34,106 +153%
WP
221
WealthShield Partners
North Carolina
$6.6M +$1.92M +16,344 +41%
CCM
222
Condor Capital Management
New Jersey
$6.51M +$157K +1,343 +2%
EWM
223
Endurance Wealth Management
Rhode Island
$6.51M +$909K +7,760 +16%
LRIA
224
Leonard Rickey Investment Advisors
Washington
$6.18M +$298K +2,542 +5%
VC
225
Veery Capital
Delaware
$6.14M +$6.14M +52,416 New
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