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iShares National Muni Bond ETF
MUB

Overview Fund Activity

597 hedge funds and large institutions have $8.76B invested in iShares National Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 227 increasing their positions, 161 reducing their positions, and 38 closing their positions.

Holders
597
Holders Change
+90
Holders Change %
+17.75%
% of All Funds
13.32%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.16%
New
136
Increased
227
Reduced
161
Closed
38
Calls
$2.97M
Puts
$3.35M
Net Calls
-$381K
Net Calls Change
+$2.53M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.76B
2
OWM
2
Orgel Wealth Management
Wisconsin
$149M
3
Creative Planning
3
Creative Planning
Kansas
$455M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$151M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$119M

Top Sellers

1
BlackRock
1
BlackRock
New York
$49.6M
2
CWM
2
Cornerstone Wealth Management
Missouri
$1.99M
3
UBS Group
3
UBS Group
Switzerland
$503M
4
RWP
4
RWA Wealth Partners
Massachusetts
$2.28M
5
FTIOP
5
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.76B 16,103,537 +7,446,045 +86%
Betterment LLC
2
Betterment LLC
New York
$570M 5,223,730 +287,425 +6%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$555M 5,088,140 +763,180 +18%
UBS Group
4
UBS Group
Switzerland
$503M 4,611,734 -818,696 -15%
Creative Planning
5
Creative Planning
Kansas
$455M 4,168,956 +1,227,885 +42%
SEI Investments
6
SEI Investments
Pennsylvania
$331M 3,037,284 -260,415 -8%
Wells Fargo
7
Wells Fargo
California
$279M 2,560,513 +182,728 +8%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$259M 2,377,253 +682,261 +40%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$235M 2,159,709 +536,594 +33%
Morgan Stanley
10
Morgan Stanley
New York
$180M 1,646,679 +205,223 +14%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$179M 1,643,651 -114,718 -7%
Fisher Asset Management
12
Fisher Asset Management
Washington
$164M 1,505,499 +181,233 +14%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$151M 1,382,618 +1,035,227 +298%
OWM
14
Orgel Wealth Management
Wisconsin
$149M 1,370,907 +1,370,907 New
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$119M 1,088,665 +919,920 +545%
AL
16
Aspiriant LLC
California
$100M 916,891 +815,568 +805%
US Bancorp
17
US Bancorp
Minnesota
$92.7M 850,468 -53,095 -6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$92.3M 846,358 +216,538 +34%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$69.8M 640,408 +589,430 +1,156%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$66.2M 606,960 -141,577 -19%
Goldman Sachs
21
Goldman Sachs
New York
$64.6M 592,720 +42,665 +8%
Ameriprise
22
Ameriprise
Minnesota
$60.1M 552,070 +40,143 +8%
CAG
23
Crestwood Advisors Group
Massachusetts
$54.8M 502,318 -10,828 -2%
BlackRock
24
BlackRock
New York
$49.6M 455,108 -2,561,714 -85%
HHGA
25
Halbert Hargrove Global Advisors
California
$49.3M 452,398 -24,652 -5%
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