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iShares National Muni Bond ETF
MUB

Overview Fund Activity

995 hedge funds and large institutions have $15.9B invested in iShares National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 506 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
17.52%
Holding in Top 10
84
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-16%
% of All Funds
1.48%
New
78
Increased
506
Reduced
251
Closed
68
Calls
$5.37M
Puts
$10.6M
Net Calls
-$5.25M
Net Calls Change
-$1.25M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$919M
2
Betterment LLC
2
Betterment LLC
New York
$948M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$321M
4
TF
4
TIAA FSB
Florida
$276M
5
Morgan Stanley
5
Morgan Stanley
New York
$414M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$77.6M
2
GC
2
Grimes & Company
Massachusetts
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$302M
4
SS
4
Simplicity Solutions
Minnesota
$1.06M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$33.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIMG
201
Patriot Investment Management Group
Tennessee
$6.87M +$5.19M +44,699 +308%
CAN
202
Cetera Advisor Networks
California
$6.83M +$1.34M +11,582 +25%
TIM
203
Tortoise Investment Management
New York
$6.82M +$1.48M +12,719 +28%
CCM
204
Condor Capital Management
New Jersey
$6.76M +$309K +2,666 +5%
AFS
205
Aft Forsyth & Sober
Florida
$6.66M -$1.68M -14,435 -20%
CWP
206
Concord Wealth Partners
Virginia
$6.66M -$5.66M -48,759 -46%
PWM
207
Perigon Wealth Management
California
$6.65M +$4.21M +36,271 +172%
FBB
208
Fulton Breakefield Broenniman
Maryland
$6.64M +$1.17M +10,077 +21%
VC
209
Veery Capital
Delaware
$6.55M +$470K +4,053 +8%
LRIA
210
Leonard Rickey Investment Advisors
Washington
$6.54M +$424K +3,655 +7%
FP
211
Financial Perspectives
Minnesota
$6.48M +$6.39M +741,518 +7,314%
EWM
212
Endurance Wealth Management
Rhode Island
$6.41M -$38.9K -335 -0.6%
VC
213
Vicus Capital
Pennsylvania
$6.33M -$333K -2,867 -5%
FHA
214
First Horizon Advisors
Tennessee
$6.29M +$5.14M +44,323 +450%
GWM
215
Geneos Wealth Management
Colorado
$6.27M +$10.6K +91 +0.2%
CWS
216
Cypress Wealth Services
California
$6.24M +$704K +6,066 +13%
GBT
217
Grove Bank & Trust
Florida
$6.14M +$419K +3,609 +7%
CCA
218
Clearwater Capital Advisors
Illinois
$6.11M -$10.8M -93,160 -64%
BFG
219
Bouchey Financial Group
New York
$6.07M +$417K +3,590 +7%
AC
220
Apella Capital
Connecticut
$6.02M +$2.48M +21,368 +70%
RWI
221
Red Wave Investments
Pennsylvania
$5.97M +$280K +2,416 +5%
GAB
222
German American Bancorp
Indiana
$5.84M +$445K +3,838 +8%
SWM
223
Spire Wealth Management
Virginia
$5.83M +$5.83M +50,230 New
HW
224
Hancock Whitney
Mississippi
$5.83M +$108K +933 +2%
BFO
225
Biltmore Family Office
North Carolina
$5.81M -$253K -2,183 -4%
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