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iShares National Muni Bond ETF
MUB

Overview Fund Activity

872 hedge funds and large institutions have $13.5B invested in iShares National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 445 increasing their positions, 211 reducing their positions, and 43 closing their positions.

Holders
872
Holders Change
+32
Holders Change %
+3.81%
% of All Funds
17.64%
Holding in Top 10
90
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.88%
% of All Funds
1.82%
New
86
Increased
445
Reduced
211
Closed
43
Calls
$13.4M
Puts
$50.5M
Net Calls
-$37M
Net Calls Change
-$201M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.54B
2
CCFM
2
Clear Creek Financial Management
Washington
$98.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$623M
4
Creative Planning
4
Creative Planning
Kansas
$656M
5
Betterment LLC
5
Betterment LLC
New York
$684M

Top Sellers

1
Jane Street
1
Jane Street
New York
$105M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$84.4M
3
Franklin Resources
3
Franklin Resources
California
$42M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.3M
5
BRWM
5
B. Riley Wealth Management
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.54B 13,301,477 +1,023,280 +8%
Betterment LLC
2
Betterment LLC
New York
$684M 5,898,594 +590,477 +11%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$673M 5,806,822 +63,941 +1%
Creative Planning
4
Creative Planning
Kansas
$656M 5,657,922 +656,579 +13%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$623M 5,377,528 +710,164 +15%
UBS Group
6
UBS Group
Switzerland
$570M 4,920,758 -20,347 -0.4%
Charles Schwab
7
Charles Schwab
California
$533M 4,597,560 +40,956 +0.9%
SEI Investments
8
SEI Investments
Pennsylvania
$437M 3,768,442 +234,658 +7%
Fisher Asset Management
9
Fisher Asset Management
Washington
$351M 3,030,805 +235,558 +8%
Wells Fargo
10
Wells Fargo
California
$332M 2,864,873 +75,004 +3%
Morgan Stanley
11
Morgan Stanley
New York
$318M 2,746,080 +74,244 +3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$279M 2,403,538 +161,146 +7%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$234M 2,022,554 +11,482 +0.6%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$221M 1,902,781 +324,499 +21%
TF
15
TIAA FSB
Florida
$202M 1,744,750 +199,137 +13%
US Bancorp
16
US Bancorp
Minnesota
$201M 1,737,470 +250,503 +17%
Financial Engines Advisors
17
Financial Engines Advisors
California
$199M 1,714,282 +71,278 +4%
Ameriprise
18
Ameriprise
Minnesota
$198M 1,706,110 +132,829 +8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$182M 1,569,988 +286,398 +22%
AssetMark Inc
20
AssetMark Inc
California
$156M 1,344,305 +426,609 +46%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$150M 1,297,424 +25,170 +2%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$111M 959,050 +33,213 +4%
Jane Street
23
Jane Street
New York
$105M 902,271 -1,088,996 -55%
CCFM
24
Clear Creek Financial Management
Washington
$98.6M 850,662 +850,662 New
CAG
25
Crestwood Advisors Group
Massachusetts
$95.2M 821,143 +10,463 +1%
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