MUB icon

iShares National Muni Bond ETF
MUB

Overview Fund Activity

648 hedge funds and large institutions have $9.49B invested in iShares National Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 279 increasing their positions, 185 reducing their positions, and 37 closing their positions.

Holders
648
Holders Change
+32
Holders Change %
+5.19%
% of All Funds
14.1%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.13%
New
74
Increased
279
Reduced
185
Closed
37
Calls
–
Puts
$1.35M
Net Calls
-$1.35M
Net Calls Change
+$1.91M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$531M
2
Bank of America
2
Bank of America
North Carolina
$1.37B
3
HHGA
3
Halbert Hargrove Global Advisors
California
$52M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$274M
5
Barclays
5
Barclays
United Kingdom
$51.5M

Top Sellers

1
BlackRock
1
BlackRock
New York
$161M
2
Jane Street
2
Jane Street
New York
$380K
3
UBS Group
3
UBS Group
Switzerland
$560M
4
PFG
4
Piershale Financial Group
Illinois
$0
5
WRF
5
Waddell & Reed Financial
Kansas
$25.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.37B 12,102,863 +882,363 +8%
Betterment LLC
2
Betterment LLC
New York
$663M 5,859,671 +327,800 +6%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$577M 5,097,850 +151,283 +3%
UBS Group
4
UBS Group
Switzerland
$560M 4,955,829 -332,313 -6%
Wells Fargo
5
Wells Fargo
California
$531M 4,698,764 +1,991,462 +74%
Creative Planning
6
Creative Planning
Kansas
$476M 4,207,720 -85,617 -2%
SEI Investments
7
SEI Investments
Pennsylvania
$389M 3,443,782 +219,106 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$274M 2,418,611 +420,457 +21%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$258M 2,283,544 +78,434 +4%
Fisher Asset Management
10
Fisher Asset Management
Washington
$227M 2,005,083 +265,132 +15%
Morgan Stanley
11
Morgan Stanley
New York
$213M 1,885,094 +234,090 +14%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$191M 1,693,072 -141,591 -8%
BlackRock
13
BlackRock
New York
$161M 1,420,704 -3,049,277 -68%
OWM
14
Orgel Wealth Management
Wisconsin
$146M 1,288,003 -22,388 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$121M 1,072,005 -54,523 -5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$117M 1,030,511 -24,788 -2%
US Bancorp
17
US Bancorp
Minnesota
$116M 1,027,864 +152,127 +17%
Goldman Sachs
18
Goldman Sachs
New York
$98.2M 868,503 +239,480 +38%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$92.1M 814,523 +79,197 +11%
CAG
20
Crestwood Advisors Group
Massachusetts
$85.6M 756,897 +25,143 +3%
AssetMark Inc
21
AssetMark Inc
California
$75.9M 670,816 +101,932 +18%
LPL Financial
22
LPL Financial
California
$55M 486,628 -26,361 -5%
Ameriprise
23
Ameriprise
Minnesota
$54.3M 480,481 -79,494 -14%
AL
24
Aspiriant LLC
California
$52.7M 465,865 -43,620 -9%
HHGA
25
Halbert Hargrove Global Advisors
California
$52M 459,744 +459,744 New
1
2 3 4 5