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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 %
BSWA
301
Bromfield Sneider Wealth Advisors
Massachusetts
$6.44M 62,811 +6,332 +11%
CISOA
302
Capital Investment Services of America
Wisconsin
$6.43M 62,754 -2,150 -3%
FFN
303
Focus Financial Network
Minnesota
$6.34M 61,851 +1,449 +2%
AIP
304
Ameritas Investment Partners
Nebraska
$6.3M 61,430 +609 +1%
FM
305
Foster & Motley
Ohio
$6.29M 61,374 +291 +0.5%
BCM
306
Brookstone Capital Management
Illinois
$6.28M 62,142 +4,102 +7%
SHGA
307
Sand Hill Global Advisors
California
$6.28M 61,212 +16,532 +37%
CFP
308
Catalyst Financial Partners
Massachusetts
$6.25M 60,949 +9,974 +20%
CWM
309
Connecticut Wealth Management
Connecticut
$6.23M 60,715 -13,718 -18%
BCM
310
BTC Capital Management
Iowa
$6.21M 60,524 -6,023 -9%
GFS
311
GYL Financial Synergies
Connecticut
$6.13M 59,739 +21,387 +56%
DJSG
312
D.J. St. Germain
Massachusetts
$6.09M 59,377 -5,525 -9%
EFN
313
Equita Financial Network
Pennsylvania
$6.04M 58,877 +58,877 New
ACM
314
AUA Capital Management
Pennsylvania
$5.99M 58,443 -1,956 -3%
LFS
315
Lutz Financial Services
Nebraska
$5.96M 58,095 +5,090 +10%
HFA
316
High Falls Advisors
New York
$5.93M 57,859 -790 -1%
AFG
317
Arkansas Financial Group
Arkansas
$5.76M 56,174 +4,584 +9%
FBB
318
Fulton Breakefield Broenniman
Maryland
$5.71M 55,640 +3,277 +6%
SWRP
319
Summit Wealth & Retirement Planning
California
$5.69M 55,500 +3,117 +6%
GBT
320
Grove Bank & Trust
Florida
$5.67M 55,319 -2,544 -4%
FHA
321
First Horizon Advisors
Tennessee
$5.65M 55,113 -13,759 -20%
GCM
322
Granby Capital Management
Florida
$5.64M 55,000 -15,000 -21%
FFA
323
Farther Finance Advisors
California
$5.61M 54,684 +18,171 +50%
IMA
324
Investment Management Associates
Colorado
$5.6M 54,636 – –
FNT
325
First National Trust
Pennsylvania
$5.53M 53,974 +4,622 +9%
11 12
13
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