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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,336 hedge funds and large institutions have $32.5B invested in iShares National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 633 increasing their positions, 427 reducing their positions, and 116 closing their positions.

Holders
1,336
Holders Change
-28
Holders Change %
-2.05%
% of All Funds
19.44%
Holding in Top 10
117
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.85%
% of All Funds
1.7%
New
106
Increased
633
Reduced
427
Closed
116
Calls
$6.12M
Puts
$187M
Net Calls
-$181M
Net Calls Change
-$130M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$918M
2
Betterment LLC
2
Betterment LLC
New York
$1.68B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$264M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.97B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$778M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
Jane Street
3
Jane Street
New York
$6.17M
4
US Bancorp
4
US Bancorp
Minnesota
$532M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.75B
Name Market Value Shares Shares
Change 		Shares
Change %
OWMIAS
276
One Wealth Management Investment & Advisory Services
Florida
$8.8M 82,607 -6,274 -7%
DWM
277
Dakota Wealth Management
Florida
$8.75M 82,108 -3,772 -4%
MAWA
278
Moss Adams Wealth Advisors
Washington
$8.65M 81,207 +58,612 +259%
LNWTC
279
Laird Norton Wetherby Trust Company
Washington
$8.63M 80,983 +18,150 +29%
RWM
280
Reston Wealth Management
Virginia
$8.54M 80,161 +1,851 +2%
WP
281
WealthShield Partners
North Carolina
$8.53M 80,088 +1,966 +3%
PP
282
PDS Planning
Ohio
$8.45M 79,345 +1,043 +1%
KIG
283
Kowal Investment Group
Wisconsin
$8.4M 78,809 -3,348 -4%
SI
284
Seeds Investor
New York
$8.39M 78,770 +66,396 +537%
AL
285
ADE LLC
Maryland
$8.39M 78,722 -2,480 -3%
NFG
286
Northeast Financial Group
Pennsylvania
$8.37M 78,577 +14,977 +24%
AWA
287
Aquire Wealth Advisors
Utah
$8.36M 78,441 +3,406 +5%
SC
288
Stephens Consulting
Michigan
$8.09M 75,943 -5,738 -7%
Kovitz Investment Group Partners
289
Kovitz Investment Group Partners
Illinois
$8.09M 75,791 +16,901 +29%
LPT
290
Legacy Private Trust
Wisconsin
$8.09M 75,880 – –
GI
291
GAMMA Investing
California
$8.06M 75,646 +17,932 +31%
OPWM
292
Oakwell Private Wealth Management
Texas
$7.94M 74,538 +3 +0%
IWMA
293
Ironwood Wealth Management (Arizona)
Arizona
$7.88M 73,963 -12,345 -14%
PO
294
Private Ocean
California
$7.87M 73,829 -2,585 -3%
RFG
295
RFP Financial Group
Georgia
$7.79M 73,130 +8,802 +14%
FHA
296
First Horizon Advisors
Tennessee
$7.77M 72,939 -4,744 -6%
NSIM
297
North Star Investment Management
Illinois
$7.72M 72,440 +12 +0%
RIA
298
Regal Investment Advisors
Michigan
$7.66M 71,938 +491 +0.7%
CFGS
299
Concourse Financial Group Securities
Alabama
$7.63M 93,208 +2,457 +3%
EFN
300
Equita Financial Network
Pennsylvania
$7.59M 71,260 +179 +0.3%
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