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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,336 hedge funds and large institutions have $32.5B invested in iShares National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 633 increasing their positions, 427 reducing their positions, and 116 closing their positions.

Holders
1,336
Holders Change
-28
Holders Change %
-2.05%
% of All Funds
19.44%
Holding in Top 10
117
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.85%
% of All Funds
1.7%
New
106
Increased
633
Reduced
427
Closed
116
Calls
$6.12M
Puts
$187M
Net Calls
-$181M
Net Calls Change
-$130M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$918M
2
Betterment LLC
2
Betterment LLC
New York
$1.68B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$264M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.97B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$778M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
Jane Street
3
Jane Street
New York
$6.17M
4
US Bancorp
4
US Bancorp
Minnesota
$532M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.75B
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
226
Buckingham Strategic Wealth
Missouri
$12.1M 113,324 -3,891 -3%
RWP
227
Revolve Wealth Partners
New Jersey
$12M 112,255 -2,728 -2%
BF
228
Brooklyn FI
New York
$11.9M 111,239 +11,135 +11%
RCA
229
Resonant Capital Advisors
Wisconsin
$11.8M 111,191 +19,344 +21%
Franklin Resources
230
Franklin Resources
California
$11.6M 109,112 -6,759 -6%
BWM
231
Brown Wealth Management
Illinois
$11.6M 109,077 +6,901 +7%
LA
232
Lindenwold Advisors
Pennsylvania
$11.5M 108,358 +3,023 +3%
CAM
233
Clarity Asset Management
Iowa
$11.5M 107,503 +1,925 +2%
BSSFA
234
Baron Silver Stevens Financial Advisors
Florida
$11.4M 107,355 +2,238 +2%
PWMG
235
Private Wealth Management Group
New Jersey
$11.4M 107,251 +19,326 +22%
OMC
236
Old Mission Capital
Illinois
$11.3M 106,423 -128,768 -55%
HWA
237
Heartwood Wealth Advisors
Virginia
$11.3M 105,912 +1,995 +2%
CIBC Private Wealth Group
238
CIBC Private Wealth Group
Georgia
$11.2M 104,910 -30,582 -23%
FFS
239
Founders Financial Securities
Maryland
$11M 103,101 +9,198 +10%
MWAM
240
Manhattan West Asset Management
California
$11M 103,027 +12,904 +14%
NW
241
NewEdge Wealth
Pennsylvania
$10.9M 102,606 -1,732 -2%
Brown Advisory
242
Brown Advisory
Maryland
$10.6M 99,542 +1,933 +2%
AR
243
Apeiron RIA
Texas
$10.5M 98,901 +6,790 +7%
CW
244
Cook Wealth
North Carolina
$10.4M 97,158 -1,521 -2%
SA
245
Skyline Advisors
Washington
$10.3M 96,979 -1,339 -1%
DAS
246
Dynamic Advisor Solutions
Arizona
$10.3M 96,584 +4,651 +5%
IAN
247
Integrated Advisors Network
Texas
$10.3M 96,490 -2,786 -3%
HI
248
Horizon Investments
North Carolina
$10.2M 96,523 +2,722 +3%
FCH
249
Freestone Capital Holdings
Washington
$10.2M 95,783 +1,980 +2%
SC
250
Savant Capital
Illinois
$10.2M 95,381 +12,378 +15%
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