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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 %
SHIM
301
Stone House Investment Management
Pennsylvania
$7.58M 71,118 +3,299 +5%
Kayne Anderson Rudnick Investment Management
302
Kayne Anderson Rudnick Investment Management
California
$7.56M 70,869 -3,376 -5%
BCM
303
Brookstone Capital Management
Illinois
$7.44M 69,227 -5,589 -7%
WCM
304
Wealthcare Capital Management
Virginia
$7.37M 69,126 +10,942 +19%
BWA
305
Burt Wealth Advisors
Maryland
$7.33M 68,784 -3,757 -5%
MWP
306
Moller Wealth Partners
$7.32M 68,664 – –
TWM
307
Trinity Wealth Management
Pennsylvania
$7.29M 68,384 +2,893 +4%
WMR
308
Wealth Management Resources
Rhode Island
$7.27M 68,218 +21,999 +48%
PRWA
309
Platte River Wealth Advisors
Colorado
$7.24M 67,915 -5,122 -7%
GWSA
310
Global Wealth Strategies & Associates
Colorado
$7.23M 67,860 +10,158 +18%
BFA
311
Bragg Financial Advisors
North Carolina
$7.22M 67,789 +3,014 +5%
BCWM
312
Bartlett & Co Wealth Management
Ohio
$7.18M 67,346 +4,869 +8%
MFA
313
Mayflower Financial Advisors
Massachusetts
$7.16M 67,222 -369 -0.5%
RBCM
314
Raub Brock Capital Management
California
$7.07M 66,375 -155 -0.2%
FM
315
Foster & Motley
Ohio
$7.03M 66,009 +3,729 +6%
SWM
316
Seaside Wealth Management
California
$6.83M 64,146 -44,524 -41%
GKWIM
317
Gerber Kawasaki Wealth & Investment Management
California
$6.8M 63,815 +5,378 +9%
SB
318
Strategic Blueprint
Georgia
$6.79M 63,715 +4,375 +7%
BDF
319
Black Diamond Financial
Maryland
$6.77M 63,495 +63,495 New
G
320
GenTrust
Florida
$6.76M 63,440 -2,330 -4%
FNT
321
First National Trust
Pennsylvania
$6.73M 63,182 -1,225 -2%
FFN
322
Focus Financial Network
Minnesota
$6.71M 62,407 +778 +1%
LFS
323
Legacy Financial Strategies
Kansas
$6.7M 62,799 +3,159 +5%
WA
324
Waterford Advisors
New York
$6.65M 62,366 -1,237 -2%
CGL
325
Clarius Group LLC
Washington
$6.58M 61,724 -15,648 -20%
11 12
13
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