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iShares National Muni Bond ETF
MUB

Overview Fund Activity

671 hedge funds and large institutions have $10.3B invested in iShares National Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 316 increasing their positions, 175 reducing their positions, and 32 closing their positions.

Holders
671
Holders Change
+23
Holders Change %
+3.55%
% of All Funds
14.74%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
1.12%
New
61
Increased
316
Reduced
175
Closed
32
Calls
$331K
Puts
$2.74M
Net Calls
-$2.41M
Net Calls Change
-$1.06M

Top Buyers

1
BlackRock
1
BlackRock
New York
$454M
2
UBS Group
2
UBS Group
Switzerland
$667M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$354M
4
Bank of America
4
Bank of America
North Carolina
$1.44B
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$47.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$396M
2
FI
2
FormulaFolio Investments
Michigan
$5.12M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.41M
4
AWA
4
Alaska Wealth Advisors
Alaska
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.44B 12,664,288 +561,425 +5%
UBS Group
2
UBS Group
Switzerland
$667M 5,846,495 +890,666 +18%
Betterment LLC
3
Betterment LLC
New York
$663M 5,859,671 – –
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$583M 5,108,877 +11,027 +0.2%
Creative Planning
5
Creative Planning
Kansas
$507M 4,439,603 +231,883 +6%
SEI Investments
6
SEI Investments
Pennsylvania
$478M 3,700,279 +256,497 +7%
BlackRock
7
BlackRock
New York
$454M 3,982,648 +2,561,944 +180%
Wells Fargo
8
Wells Fargo
California
$396M 3,471,480 -1,227,284 -26%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$354M 3,104,400 +685,789 +28%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$278M 2,432,810 +149,266 +7%
Fisher Asset Management
11
Fisher Asset Management
Washington
$251M 2,203,411 +198,328 +10%
Morgan Stanley
12
Morgan Stanley
New York
$227M 1,987,058 +101,964 +5%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$197M 1,723,471 +30,399 +2%
OWM
14
Orgel Wealth Management
Wisconsin
$145M 1,274,607 -13,396 -1%
US Bancorp
15
US Bancorp
Minnesota
$129M 1,130,367 +102,503 +10%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$129M 1,129,324 +98,813 +10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$128M 1,120,066 +48,061 +4%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$104M 908,997 +94,474 +12%
Goldman Sachs
19
Goldman Sachs
New York
$102M 896,773 +28,270 +3%
AssetMark Inc
20
AssetMark Inc
California
$87.3M 765,160 +94,344 +14%
CAG
21
Crestwood Advisors Group
Massachusetts
$84.8M 743,444 -13,453 -2%
TF
22
TIAA FSB
Florida
$64.2M 562,318 +159,631 +40%
LPL Financial
23
LPL Financial
California
$61M 534,698 +48,070 +10%
Ameriprise
24
Ameriprise
Minnesota
$59.8M 523,593 +43,112 +9%
AL
25
Aspiriant LLC
California
$53.1M 465,564 -301 -0.1%
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