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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,216 hedge funds and large institutions have $30.2B invested in iShares National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 518 increasing their positions, 430 reducing their positions, and 84 closing their positions.

Holders
1,216
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
19.39%
Holding in Top 10
114
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.87%
% of All Funds
1.82%
New
101
Increased
518
Reduced
430
Closed
84
Calls
$21.8M
Puts
$3.09M
Net Calls
+$18.7M
Net Calls Change
+$20.5M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.27B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$884M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$578M
4
CSIA
4
Charles Schwab Investment Advisory
California
$980M
5
CC
5
Centiva Capital
New York
$248M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.55B
2
Barclays
2
Barclays
United Kingdom
$0
3
SEI Investments
3
SEI Investments
Pennsylvania
$394M
4
Franklin Resources
4
Franklin Resources
California
$11.6M
5
PFO
5
Pathstone Family Office
New Jersey
$8.49M
Name Market Value Shares Shares
Change 		Shares
Change %
TI
251
Truepoint Inc
Ohio
$8.75M 85,380 -104,521 -55%
WA
252
Waverly Advisors
Alabama
$8.74M 85,258 +459 +0.5%
CW
253
Cook Wealth
North Carolina
$8.7M 85,860 +52,430 +157%
RVPG
254
Relative Value Partners Group
$8.69M 84,767 -11,115 -12%
BHWM
255
Beaird Harris Wealth Management
Texas
$8.68M 84,619 +75,769 +856%
GA
256
Gateway Advisory
New Jersey
$8.67M 84,584 +3,372 +4%
RSWM
257
Robertson Stephens Wealth Management
California
$8.54M 83,320 -7,304 -8%
AL
258
ADE LLC
Maryland
$8.51M 82,984 -4,513 -5%
RA
259
RFG Advisory
Alabama
$8.5M 82,908 +6,727 +9%
PFO
260
Pathstone Family Office
New Jersey
$8.49M 82,842 -275,756 -77%
LA
261
Lindenwold Advisors
Pennsylvania
$8.37M 81,668 +14,346 +21%
OAP
262
One Advisory Partners
Kansas
$8.37M 81,588 +34,026 +72%
WA
263
Waterford Advisors
New York
$8.36M 81,558 +776 +1%
KWM
264
Keebeck Wealth Management
Illinois
$8.3M 80,974 -15,449 -16%
UW
265
Unique Wealth
Florida
$8.26M 80,589 +4,705 +6%
BWA
266
Burt Wealth Advisors
Maryland
$8.13M 79,304 -10,748 -12%
AFP
267
Ausdal Financial Partners
Iowa
$8.1M 78,956 +59,059 +297%
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$8.05M 78,511 +20,424 +35%
MWA
269
Martel Wealth Advisors
Washington
$8.01M 78,078 +591 +0.8%
WFS
270
Weitzel Financial Services
Iowa
$7.92M 77,769 +4,505 +6%
BOPW
271
Brandywine Oak Private Wealth
Pennsylvania
$7.86M 76,695 +326 +0.4%
DIA
272
Davidson Investment Advisors
Montana
$7.77M 75,782 -3,325 -4%
BWM
273
Baystate Wealth Management
Massachusetts
$7.77M 75,760 +866 +1%
Lazard Asset Management
274
Lazard Asset Management
New York
– – – –
MWP
275
Moller Wealth Partners
$7.6M 74,121 -898 -1%
9 10
11
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