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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,213 hedge funds and large institutions have $27.5B invested in iShares National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 518 increasing their positions, 431 reducing their positions, and 69 closing their positions.

Holders
1,213
Holders Change
+12
Holders Change %
+1%
% of All Funds
19.13%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
1.59%
New
92
Increased
518
Reduced
431
Closed
69
Calls
$1.35M
Puts
$3.17M
Net Calls
-$1.83M
Net Calls Change
-$1.33M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.12B
2
Creative Planning
2
Creative Planning
Kansas
$1.18B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$355M
4
AC
4
Allstate Corporation
Illinois
$130M
5
LPL Financial
5
LPL Financial
California
$519M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.49M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$112M
3
FWI
3
Facet Wealth Inc
Maryland
$30.6M
4
UBS Group
4
UBS Group
Switzerland
$302M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.08B
Name Market Value Shares Shares
Change 		Shares
Change %
GP
226
Girard Partners
Pennsylvania
$10.1M 95,021 +7,139 +8%
OGF
227
Orin Green Financial
California
$10.1M 94,958 +2,380 +3%
OPWM
228
Oakwell Private Wealth Management
Texas
$10.1M 94,928 -3,098 -3%
LRIA
229
Leonard Rickey Investment Advisors
Washington
$9.92M 92,926 -181 -0.2%
PIMG
230
Patriot Investment Management Group
Tennessee
$9.86M 92,379 +12,739 +16%
OP
231
ORG Partners
Indiana
$9.79M 91,858 +1,756 +2%
G
232
GenTrust
Florida
$9.75M 91,330 -2,500 -3%
CFS
233
CGC Financial Services
Oregon
$9.73M 91,151 +91,151 New
SWP
234
Stratos Wealth Partners
Ohio
$9.67M 90,624 +1,975 +2%
RSWM
235
Robertson Stephens Wealth Management
California
$9.67M 90,624 -12,780 -12%
KAS
236
Kestra Advisory Services
Texas
$9.66M 90,483 +5,822 +7%
BWA
237
Burt Wealth Advisors
Maryland
$9.61M 90,052 +10,488 +13%
AR
238
Apeiron RIA
Texas
$9.57M 89,646 +3,132 +4%
WCM
239
Wavelength Capital Management
Connecticut
$9.57M 89,633 -11,267 -11%
1WM
240
1900 Wealth Management
Texas
$9.44M 88,459 -76,355 -46%
Natixis Advisors
241
Natixis Advisors
Massachusetts
$9.41M 88,125 -34,055 -28%
BCWM
242
Bartlett & Co Wealth Management
Ohio
$9.4M 88,029 -934 -1%
BC
243
Bartlett & Co
Ohio
$9.4M 88,029 -934 -1%
AL
244
ADE LLC
Maryland
$9.34M 87,497 -243 -0.3%
FCH
245
Freestone Capital Holdings
Washington
$9.32M 87,330 -820 -0.9%
Renaissance Technologies
246
Renaissance Technologies
New York
$9.28M 86,900 +4,047 +5%
LNWWM
247
Laird Norton Wetherby Wealth Management
California
$9.18M 85,987 +101 +0.1%
FPGK
248
Financial Partners Group (Kansas)
Kansas
$9.14M 86,483 +4,999 +6%
VWM
249
Venturi Wealth Management
Texas
$9.13M 85,534 +1,294 +2%
Janney Montgomery Scott
250
Janney Montgomery Scott
Pennsylvania
$9.08M 85,042 +3,392 +4%
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