MUB icon

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 %
AWM
251
Apollon Wealth Management
South Carolina
$9.07M 84,962 +26,209 +45%
GAB
252
German American Bancorp
Indiana
$9.06M 84,906 -1,153 -1%
WA
253
Waverly Advisors
Alabama
$9.05M 84,799 -3,261 -4%
Nisa Investment Advisors
254
Nisa Investment Advisors
Missouri
$8.93M 83,702 -65,045 -44%
WP
255
WealthShield Partners
North Carolina
$8.88M 83,194 +8,224 +11%
GA
256
Gateway Advisory
New Jersey
$8.67M 81,212 +69,726 +607%
WA
257
Waterford Advisors
New York
$8.62M 80,782 +80,782 New
DIA
258
Davidson Investment Advisors
Montana
$8.44M 79,107 -6,131 -7%
SPWG
259
Sage Private Wealth Group
Illinois
$8.38M 78,524 -10,200 -11%
MWA
260
Martel Wealth Advisors
Washington
$8.27M 77,487 +1,845 +2%
IAN
261
Integrated Advisors Network
Texas
$8.22M 77,006 +3,902 +5%
BOPW
262
Brandywine Oak Private Wealth
Pennsylvania
$8.15M 76,369 +5,315 +7%
RA
263
RFG Advisory
Alabama
$8.13M 76,181 +9,474 +14%
EPM
264
Elm Partners Management
Pennsylvania
$8.13M 76,178 -79,076 -51%
UW
265
Unique Wealth
Florida
$8.1M 75,884 -580 -0.8%
FGG
266
Financial Guidance Group
Florida
$8.02M 75,154 -625 -0.8%
MWP
267
Moller Wealth Partners
$8.01M 75,019 -2,283 -3%
BWM
268
Baystate Wealth Management
Massachusetts
$7.99M 74,894 +2,560 +4%
CWM
269
Connecticut Wealth Management
Connecticut
$7.94M 74,433 -8,864 -11%
Kayne Anderson Rudnick Investment Management
270
Kayne Anderson Rudnick Investment Management
California
$7.88M 73,919 +3,138 +4%
WFS
271
Weitzel Financial Services
Iowa
$7.82M 73,264 +1,923 +3%
AWA
272
Aquire Wealth Advisors
Utah
$7.81M 73,200 +3,391 +5%
Lazard Asset Management
273
Lazard Asset Management
New York
– – – –
CA
274
CGN Advisors
Kansas
$7.53M 70,571 +821 +1%
CFGS
275
Concourse Financial Group Securities
Alabama
$7.49M 94,044 +3,469 +4%
9 10
11
12 13