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iShares National Muni Bond ETF
MUB

Overview Fund Activity

816 hedge funds and large institutions have $10.9B invested in iShares National Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 332 increasing their positions, 264 reducing their positions, and 71 closing their positions.

Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
18.03%
Holding in Top 10
87
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+33.85%
% of All Funds
1.92%
New
102
Increased
332
Reduced
264
Closed
71
Calls
$11M
Puts
$23.6M
Net Calls
-$12.6M
Net Calls Change
-$11.9M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$475M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$150M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$445M
4
Morgan Stanley
4
Morgan Stanley
New York
$295M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$60M

Top Sellers

1
BlackRock
1
BlackRock
New York
$40.4M
2
Betterment LLC
2
Betterment LLC
New York
$560M
3
Bank of America
3
Bank of America
North Carolina
$1.38B
4
Creative Planning
4
Creative Planning
Kansas
$440M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$42.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.38B 12,197,051 -1,429,159 -10%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$624M 5,523,747 -15,895 -0.3%
UBS Group
3
UBS Group
Switzerland
$586M 5,186,049 -28,827 -0.6%
Betterment LLC
4
Betterment LLC
New York
$560M 4,958,311 -1,704,932 -26%
Charles Schwab
5
Charles Schwab
California
$475M 4,204,925 +4,204,925 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$445M 3,941,310 +622,542 +19%
Creative Planning
7
Creative Planning
Kansas
$440M 3,897,103 -865,340 -18%
SEI Investments
8
SEI Investments
Pennsylvania
$418M 3,700,525 -245,837 -6%
Wells Fargo
9
Wells Fargo
California
$322M 2,846,061 -225,502 -7%
Morgan Stanley
10
Morgan Stanley
New York
$295M 2,608,171 +613,699 +31%
Fisher Asset Management
11
Fisher Asset Management
Washington
$288M 2,551,344 +170,940 +7%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$257M 2,277,287 -179,883 -7%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$199M 1,760,526 -51,682 -3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$150M 1,330,785 +989,271 +290%
US Bancorp
15
US Bancorp
Minnesota
$140M 1,237,664 -62,481 -5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$130M 1,149,241 -49,638 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$123M 1,089,869 -98,072 -8%
TF
18
TIAA FSB
Florida
$120M 1,062,202 +348,356 +49%
OWM
19
Orgel Wealth Management
Wisconsin
$115M 1,014,851 -237,040 -19%
AssetMark Inc
20
AssetMark Inc
California
$113M 1,002,853 +131,526 +15%
CAG
21
Crestwood Advisors Group
Massachusetts
$88.7M 785,072 +24,281 +3%
LPL Financial
22
LPL Financial
California
$75.1M 664,658 +33,237 +5%
Ameriprise
23
Ameriprise
Minnesota
$70.6M 623,242 +37,096 +6%
Goldman Sachs
24
Goldman Sachs
New York
$70.5M 623,715 -216,031 -26%
Osaic Holdings
25
Osaic Holdings
Arizona
$60M 972,017 +972,017 New
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