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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,201 hedge funds and large institutions have $26.7B invested in iShares National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 519 increasing their positions, 424 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.22%
Holding in Top 10
118
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.84%
% of All Funds
1.89%
New
111
Increased
519
Reduced
424
Closed
82
Calls
$1.94M
Puts
$2.44M
Net Calls
-$497K
Net Calls Change
+$2.52M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.92B
2
FCBT
First Citizens Bank & Trust
North Carolina
$352M
3
Wealthfront Advisers
Wealthfront Advisers
California
$311M
4
CIA
Choate Investment Advisors
Massachusetts
$118M
5
US Bancorp
US Bancorp
Minnesota
$676M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.6B
2
Bank of America
Bank of America
North Carolina
$2.22B
3
Natixis Advisors
Natixis Advisors
Massachusetts
$13.2M
4
BlackRock
BlackRock
New York
$106M
5
Morgan Stanley
Morgan Stanley
New York
$610M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
276
Hengehold Capital Management
Ohio
$7.02M +$444K +4,123 +7%
ACP
277
Aveo Capital Partners
Colorado
$7M +$133K +1,239 +2%
FI
278
Financial Insights
Washington
$6.98M -$1.5M -13,957 -18%
BFA
279
Bragg Financial Advisors
North Carolina
$6.98M +$253K +2,350 +4%
3LCM
280
3D/L Capital Management
Connecticut
$6.93M -$609K -5,650 -8%
CISOA
281
Capital Investment Services of America
Wisconsin
$6.93M -$156K -1,450 -2%
RIA
282
Regal Investment Advisors
Michigan
$6.89M +$918K +8,520 +15%
AWS
283
Aspen Wealth Strategies
Colorado
$6.8M +$621K +5,762 +10%
SWM
284
Seaside Wealth Management
California
$6.8M +$411K +3,820 +6%
BWG
285
Beta Wealth Group
California
$6.8M +$5.13M +47,631 +309%
XF
286
XML Financial
Maryland
$6.73M +$70.6K +655 +1%
AIP
287
Ameritas Investment Partners
Nebraska
$6.63M -$231K -2,144 -3%
RFG
288
RFP Financial Group
Georgia
$6.58M +$99.1K +920 +2%
RTL
289
Red Tortoise LLC
Georgia
$6.55M +$47K +436 +0.7%
FM
290
Foster & Motley
Ohio
$6.53M -$145K -1,343 -2%
HFA
291
High Falls Advisors
New York
$6.5M +$772K +7,168 +13%
LAM
292
LifePro Asset Management
California
$6.41M – – –
2L
293
25 LLC
Missouri
$6.4M +$6.4M +59,742 New
Brown Advisory
294
Brown Advisory
Maryland
$6.39M +$1.53M +14,241 +32%
TW
295
Transform Wealth
Colorado
$6.35M +$6.35M +58,911 New
TCM
296
TD Capital Management
Tennessee
$6.34M -$59.3K -550 -0.9%
AWM
297
Apollon Wealth Management
South Carolina
$6.33M +$1.35M +12,525 +27%
GBT
298
Grove Bank & Trust
Florida
$6.27M -$317K -2,940 -5%
TIA
299
Traphagen Investment Advisors
New Jersey
$6.19M +$1.08M +10,016 +21%
FAM
300
Forte Asset Management
New York
$6.15M -$1.49M -13,835 -20%
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