MUB icon

iShares National Muni Bond ETF

506 hedge funds and large institutions have $7.09B invested in iShares National Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 175 increasing their positions, 205 reducing their positions, and 33 closing their positions.

Holders
506
Holders Change
+2
Holders Change %
+0.4%
% of All Funds
11.6%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.78%
New
45
Increased
175
Reduced
205
Closed
33
Calls
$883K
Puts
$4.06M
Net Calls
-$3.17M
Net Calls Change
-$1.81M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$879M 8,058,230 +994,575 +14%
Betterment LLC
2
Betterment LLC
New York
$700M 6,416,264 -118,139 -2%
UBS Group
3
UBS Group
Switzerland
$582M 5,338,639 +340,669 +7%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$472M 4,330,856 +33,644 +0.8%
SEI Investments
5
SEI Investments
Pennsylvania
$392M 3,592,661 +102,414 +3%
Creative Planning
6
Creative Planning
Kansas
$388M 3,557,449 +2,707,274 +318%
BlackRock
7
BlackRock
New York
$376M 3,446,596 +3,183,174 +1,208%
Wells Fargo
8
Wells Fargo
California
$250M 2,295,355 -184,465 -7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$180M 1,651,894 +172,067 +12%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$178M 1,628,082 -34,297 -2%
Morgan Stanley
11
Morgan Stanley
New York
$166M 1,522,922 -49,358 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$158M 1,449,473 +133,982 +10%
Fisher Asset Management
13
Fisher Asset Management
Washington
$131M 1,201,140 +195,462 +19%
W
14
Wealthfront
California
$121M 1,108,980 -996,130 -47%
US Bancorp
15
US Bancorp
Minnesota
$98.9M 906,993 -39,612 -4%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$81.1M 744,024 +4,786 +0.6%
RWP
17
RWA Wealth Partners
Massachusetts
$68.1M 624,350 -42,324 -6%
CAG
18
Crestwood Advisors Group
Massachusetts
$54.5M 500,949 +74,820 +18%
Goldman Sachs
19
Goldman Sachs
New York
$53.2M 487,760 +199,288 +69%
Ameriprise
20
Ameriprise
Minnesota
$53M 486,112 -14,452 -3%
HHGA
21
Halbert Hargrove Global Advisors
California
$52.4M 480,903 +2,520 +0.5%
Nisa Investment Advisors
22
Nisa Investment Advisors
Missouri
$49.1M 450,140 -110 -0%
AssetMark Inc
23
AssetMark Inc
California
$45.5M 417,653 +7,246 +2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$41.3M 378,552 -10,835 -3%
Lazard Asset Management
25
Lazard Asset Management
New York