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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 %
FM
301
Foster & Motley
Ohio
$6.52M +$52.3K +490 +0.8%
AIP
302
Ameritas Investment Partners
Nebraska
$6.49M -$75.7K -709 -1%
FFN
303
Focus Financial Network
Minnesota
$6.45M +$2.26M +21,142 +54%
ACM
304
AUA Capital Management
Pennsylvania
$6.45M -$781K -7,318 -11%
HFA
305
High Falls Advisors
New York
$6.26M -$184K -1,720 -3%
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$6.2M +$3.34M +31,259 +117%
GBT
307
Grove Bank & Trust
Florida
$6.18M -$38.4K -360 -0.6%
BCM
308
Brookstone Capital Management
Illinois
$6.15M +$476K +4,486 +8%
BSWA
309
Bromfield Sneider Wealth Advisors
Massachusetts
$6.03M +$28.9K +271 +0.5%
AWE
310
Avidian Wealth Enterprises
Texas
$5.98M +$947K +8,870 +19%
Brown Advisory
311
Brown Advisory
Maryland
$5.95M -$373K -3,494 -6%
3LCM
312
3D/L Capital Management
Connecticut
$5.83M -$1.03M -9,676 -15%
IMA
313
Investment Management Associates
Colorado
$5.83M – – –
CFMC
314
Curbstone Financial Management Corp
New Hampshire
$5.83M -$37.4K -350 -0.6%
PFM
315
Phillips Financial Management
Indiana
$5.73M -$59K -553 -1%
ML
316
McAdam LLC
Pennsylvania
$5.71M +$103K +965 +2%
FLA
317
Financial Life Advisors
Texas
$5.68M +$1.92M +18,031 +51%
SFS
318
Sowell Financial Services
Arkansas
$5.67M +$4.81M +45,088 +564%
LFS
319
Lutz Financial Services
Nebraska
$5.66M +$236K +2,212 +4%
SWRP
320
Summit Wealth & Retirement Planning
California
$5.59M -$320K -3,000 -5%
FBB
321
Fulton Breakefield Broenniman
Maryland
$5.59M +$183K +1,718 +3%
CS
322
Comerica Securities
Michigan
$5.57M -$426K -3,987 -7%
NC
323
NewSquare Capital
Pennsylvania
$5.56M +$113K +1,060 +2%
AIM
324
Acropolis Investment Management
Missouri
$5.55M +$9.61K +90 +0.2%
PSCM
325
Per Stirling Capital Management
Texas
$5.53M – – –
11 12
13
14 15