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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
Envestnet Asset Management
Illinois
$2.12B
2
Creative Planning
Creative Planning
Kansas
$1.18B
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$355M
4
AC
Allstate Corporation
Illinois
$130M
5
LPL Financial
LPL Financial
California
$519M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
$2.49M
2
Wealthfront Advisers
Wealthfront Advisers
California
$112M
3
FWI
Facet Wealth Inc
Maryland
$30.6M
4
UBS Group
UBS Group
Switzerland
$302M
5
MNG
Manning & Napier Group
New York
$46.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
326
NewEdge Wealth
Pennsylvania
$5.51M +$835K +7,821 +18%
AFG
327
Arkansas Financial Group
Arkansas
$5.51M -$15.3K -143 -0.3%
AI
328
Atria Investments
North Carolina
$5.46M +$927K +8,686 +20%
HCC
329
Hirtle Callaghan & Co
Pennsylvania
$5.45M -$8.65K -81 -0.2%
GHA
330
Granite Harbor Advisors
Texas
$5.44M +$228K +2,140 +4%
CFP
331
Catalyst Financial Partners
Massachusetts
$5.44M +$826K +7,735 +18%
KWM
332
Kingsview Wealth Management
Oregon
$5.43M +$57.5K +539 +1%
JJBC
333
James J. Burns & Company
New York
$5.37M -$509K -4,768 -9%
SI
334
Stephens Inc
Arkansas
$5.34M +$14.6K +137 +0.3%
VA
335
Valmark Advisers
Ohio
$5.32M +$341K +3,199 +7%
FNT
336
First National Trust
Pennsylvania
$5.27M -$137K -1,282 -3%
BF
337
Brooklyn FI
New York
$5.22M +$4.98M +46,699 +2,087%
EWM
338
Empirical Wealth Management
Washington
$5.21M -$512K -4,796 -9%
MWA
339
Motive Wealth Advisors
Michigan
$5.2M +$1.21M +11,353 +30%
LBC
340
Lowe Brockenbrough & Co
Virginia
$5.17M -$144K -1,348 -3%
CCG
341
Cypress Capital Group
Florida
$5.14M -$154K -1,440 -3%
GGS
342
Galvin Gaustad & Stein
Arizona
$5.12M +$366K +3,432 +8%
T
343
TNF
Montana
$5.1M -$84.2K -789 -2%
OAP
344
One Advisory Partners
Kansas
$5.08M -$203K -1,898 -4%
WTC
345
WhitTier Trust Company
Nevada
$5.03M -$149K -1,399 -3%
HWM
346
Hassell Wealth Management
Louisiana
$5.01M – – –
FAM
347
Forte Asset Management
New York
$4.96M -$1.12M -10,522 -18%
GLLW
348
Graves Light Lenhart Wealth
Virginia
$4.96M -$7.36K -69 -0.1%
MFG
349
MidWestOne Financial Group
Iowa
$4.91M – – –
CPIG
350
Chicago Partners Investment Group
Illinois
$4.79M +$669K +6,319 +16%
12 13
14
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