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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 %
2L
276
25 LLC
Missouri
$7.59M 74,040 +4,865 +7%
PAMG
277
Patton Albertson Miller Group
Tennessee
$7.54M 73,502 +35,922 +96%
OPWM
278
Oakwell Private Wealth Management
Texas
$7.5M 73,158 -21,770 -23%
AWA
279
Aquire Wealth Advisors
Utah
$7.44M 72,525 -675 -0.9%
FGG
280
Financial Guidance Group
Florida
$7.39M 72,029 -3,125 -4%
HCM
281
Hengehold Capital Management
Ohio
$7.36M 71,743 +4,868 +7%
AI
282
Atria Investments
North Carolina
$7.32M 71,384 +20,260 +40%
WCM
283
Wavelength Capital Management
Connecticut
$7.27M 70,933 -18,700 -21%
SWM
284
Seaside Wealth Management
California
$7.23M 70,492 +6,325 +10%
Neuberger Berman Group
285
Neuberger Berman Group
New York
$7.12M 69,401 +65,591 +1,722%
DAS
286
Dynamic Advisor Solutions
Arizona
$7.08M 69,064 +26,023 +60%
RFG
287
RFP Financial Group
Georgia
$6.99M 68,128 +6,495 +11%
MWAM
288
Manhattan West Asset Management
California
$6.98M 68,891 +26,053 +61%
TIA
289
Traphagen Investment Advisors
New Jersey
$6.97M 68,020 +5,089 +8%
Kayne Anderson Rudnick Investment Management
290
Kayne Anderson Rudnick Investment Management
California
$6.9M 67,487 -6,432 -9%
SF
291
Synovus Financial
Georgia
$6.89M 67,205 +1,247 +2%
FLA
292
Financial Life Advisors
Texas
$6.78M 66,149 +12,968 +24%
KWM
293
Kingsview Wealth Management
Oregon
$6.78M 66,108 +15,276 +30%
GL
294
Graypoint LLC
New York
$6.69M 65,224 +42,813 +191%
BFA
295
Bragg Financial Advisors
North Carolina
$6.67M 65,034 +1,157 +2%
NSIM
296
North Star Investment Management
Illinois
$6.6M 64,400 +50,200 +354%
AWS
297
Aspen Wealth Strategies
Colorado
$6.52M 63,567 +757 +1%
BWG
298
Beta Wealth Group
California
$6.51M 63,501 -555 -0.9%
RIA
299
Regal Investment Advisors
Michigan
$6.49M 63,260 -2,006 -3%
Charles Schwab
300
Charles Schwab
California
$6.47M 63,142 -344 -0.5%
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