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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.

New
Increased
Maintained
Reduced
Closed
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
Wealthfront Advisers
1
Wealthfront Advisers
California
$884M
2
CSIA
2
Charles Schwab Investment Advisory
California
$980M
3
CC
3
Centiva Capital
New York
$248M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.01B
5
AC
5
Allstate Corporation
Illinois
$324M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.55B
2
MNG
2
Manning & Napier Group
New York
$45.4M
3
Barclays
3
Barclays
United Kingdom
$0
4
SEI Investments
4
SEI Investments
Pennsylvania
$394M
5
Franklin Resources
5
Franklin Resources
California
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
326
Crewe Advisors
Utah
$5.48M +$1.28M +12,478 +30%
SFS
327
Sowell Financial Services
Arkansas
$5.41M -$34.9K -340 -0.6%
CS
328
Comerica Securities
Michigan
$5.4M +$47.5K +463 +0.9%
CFMC
329
Curbstone Financial Management Corp
New Hampshire
$5.39M -$212K -2,068 -4%
GHA
330
Granite Harbor Advisors
Texas
$5.35M +$122K +1,190 +2%
NC
331
NewSquare Capital
Pennsylvania
$5.34M -$4.72K -46 -0.1%
LFS
332
Legacy Financial Strategies
Kansas
$5.33M +$3.15M +30,375 +144%
PSCM
333
Per Stirling Capital Management
Texas
$5.31M +$718 +7 +0%
M
334
MYeCFO
California
$5.22M +$671K +6,540 +15%
Brown Advisory
335
Brown Advisory
Maryland
$5.21M -$509K -4,963 -9%
HCC
336
Hirtle Callaghan & Co
Pennsylvania
$5.21M -$27.9K -272 -0.5%
Allspring Global Investments
337
Allspring Global Investments
North Carolina
$5.2M +$5M +48,780 +2,527%
ML
338
McAdam LLC
Pennsylvania
$5.17M -$316K -3,085 -6%
PFM
339
Phillips Financial Management
Indiana
$5.17M -$338K -3,300 -6%
BF
340
Brooklyn FI
New York
$5.11M +$95.7K +933 +2%
VA
341
Valmark Advisers
Ohio
$5.11M -$1.64K -16 -0%
NW
342
NewEdge Wealth
Pennsylvania
$5.1M -$192K -1,873 -4%
CFS
343
Cannon Financial Strategists
Georgia
$5.09M +$561K +5,467 +12%
BC
344
Brio Consultants
California
$5.08M +$644K +6,281 +15%
TCM
345
TD Capital Management
Tennessee
$5.07M +$511K +4,985 +11%
NA
346
NewEdge Advisors
Louisiana
$5.04M +$636K +6,200 +14%
GGS
347
Galvin Gaustad & Stein
Arizona
$5.03M +$113K +1,100 +2%
DWM
348
Dakota Wealth Management
Florida
$5.01M +$1.14M +11,100 +29%
AIM
349
Acropolis Investment Management
Missouri
$5.01M -$330K -3,220 -6%
SI
350
Stephens Inc
Arkansas
$4.92M -$205K -2,000 -4%
12 13
14
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