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iShares National Muni Bond ETF
MUB

Overview Fund Activity

616 hedge funds and large institutions have $9.05B invested in iShares National Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 272 increasing their positions, 182 reducing their positions, and 44 closing their positions.

Holders
616
Holders Change
+19
Holders Change %
+3.18%
% of All Funds
13.35%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
1.08%
New
73
Increased
272
Reduced
182
Closed
44
Calls
–
Puts
$3.26M
Net Calls
-$3.26M
Net Calls Change
-$2.88M

Top Buyers

1
BlackRock
1
BlackRock
New York
$497M
2
Jane Street
2
Jane Street
New York
$80.7M
3
UBS Group
3
UBS Group
Switzerland
$588M
4
FI
4
FormulaFolio Investments
Michigan
$42.9M
5
Betterment LLC
5
Betterment LLC
New York
$615M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.25B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$37.9M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$6.55M
4
HHGA
4
Halbert Hargrove Global Advisors
California
$0
5
AL
5
Aspiriant LLC
California
$56.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.25B 11,220,500 -4,883,037 -30%
Betterment LLC
2
Betterment LLC
New York
$615M 5,531,871 +308,141 +6%
UBS Group
3
UBS Group
Switzerland
$588M 5,288,142 +676,408 +15%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$550M 4,946,567 -141,573 -3%
BlackRock
5
BlackRock
New York
$497M 4,469,981 +4,014,873 +882%
Creative Planning
6
Creative Planning
Kansas
$477M 4,293,337 +124,381 +3%
SEI Investments
7
SEI Investments
Pennsylvania
$358M 3,224,676 +187,392 +6%
Wells Fargo
8
Wells Fargo
California
$301M 2,707,302 +146,789 +6%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$245M 2,205,110 -172,143 -7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$222M 1,998,154 -161,555 -7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$204M 1,834,663 +191,012 +12%
Fisher Asset Management
12
Fisher Asset Management
Washington
$193M 1,739,951 +234,452 +16%
Morgan Stanley
13
Morgan Stanley
New York
$184M 1,651,004 +4,325 +0.3%
OWM
14
Orgel Wealth Management
Wisconsin
$146M 1,310,391 -60,516 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$125M 1,126,528 -256,090 -19%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$117M 1,055,299 +208,941 +25%
US Bancorp
17
US Bancorp
Minnesota
$97.4M 875,737 +25,269 +3%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$81.8M 735,326 +128,366 +21%
CAG
19
Crestwood Advisors Group
Massachusetts
$81.4M 731,754 +229,436 +46%
Jane Street
20
Jane Street
New York
$80.7M 725,581 +725,581 New
Goldman Sachs
21
Goldman Sachs
New York
$69.9M 629,023 +36,303 +6%
AssetMark Inc
22
AssetMark Inc
California
$63.3M 568,884 +211,688 +59%
Ameriprise
23
Ameriprise
Minnesota
$62.3M 559,975 +7,905 +1%
LPL Financial
24
LPL Financial
California
$57M 512,989 +64,116 +14%
AL
25
Aspiriant LLC
California
$56.7M 509,485 -407,406 -44%
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