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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.

New
Increased
Maintained
Reduced
Closed
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
MNG
5
Manning & Napier Group
New York
$46.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
276
Granby Capital Management
Florida
$7.47M – – –
2L
277
25 LLC
Missouri
$7.4M +$1.01M +9,433 +16%
FHA
278
First Horizon Advisors
Tennessee
$7.35M +$1.99M +18,687 +37%
BWM
279
Brown Wealth Management
Illinois
$7.33M +$7.33M +68,672 New
LA
280
Lindenwold Advisors
Pennsylvania
$7.19M +$4.06M +38,045 +130%
HCM
281
Hengehold Capital Management
Ohio
$7.14M +$182K +1,701 +3%
OMC
282
Old Mission Capital
Illinois
$7.12M -$6.33M -59,288 -47%
BCM
283
BTC Capital Management
Iowa
$7.1M -$427 -4 -0%
SF
284
Synovus Financial
Georgia
$7.04M -$128K -1,202 -2%
XF
285
XML Financial
Maryland
$7.03M +$357K +3,346 +5%
RIA
286
Regal Investment Advisors
Michigan
$6.97M +$138K +1,289 +2%
CISOA
287
Capital Investment Services of America
Wisconsin
$6.93M +$64K +600 +0.9%
DJSG
288
D.J. St. Germain
Massachusetts
$6.93M +$6.93M +64,902 New
WP
289
WealthSource Partners
California
$6.88M -$303K -2,838 -4%
SWM
290
Seaside Wealth Management
California
$6.85M +$111K +1,044 +2%
BWG
291
Beta Wealth Group
California
$6.84M +$105K +986 +2%
EC
292
Estate Counselors
Wisconsin
$6.83M +$5.69M +53,300 +500%
BFA
293
Bragg Financial Advisors
North Carolina
$6.82M -$92.7K -869 -1%
RTL
294
Red Tortoise LLC
Georgia
$6.81M +$321K +3,007 +5%
Charles Schwab
295
Charles Schwab
California
$6.78M -$807K -7,560 -11%
TIA
296
Traphagen Investment Advisors
New Jersey
$6.72M +$583K +5,465 +10%
AWS
297
Aspen Wealth Strategies
Colorado
$6.7M -$35.3K -331 -0.5%
AT
298
Arden Trust
Delaware
$6.69M +$1.57M +14,724 +31%
RFG
299
RFP Financial Group
Georgia
$6.58M +$55.2K +517 +0.8%
FI
300
Financial Insights
Washington
$6.54M -$375K -3,514 -5%
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12
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