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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.

New
Increased
Maintained
Reduced
Closed
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
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$0
2
Jane Street
2
Jane Street
New York
$6.17M
3
US Bancorp
3
US Bancorp
Minnesota
$532M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.75B
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$482M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
326
Dogwood Wealth Management
Kansas
$6.56M +$40.3K +378 +0.6%
PCM
327
Passive Capital Management
Maryland
$6.46M +$295K +2,772 +5%
AFG
328
Albion Financial Group
Utah
$6.45M +$596K +5,595 +10%
PFM
329
Phillips Financial Management
Indiana
$6.44M +$180K +1,688 +3%
FBB
330
Fulton Breakefield Broenniman
Maryland
$6.44M -$30.6K -287 -0.5%
AFG
331
Arkansas Financial Group
Arkansas
$6.38M +$333K +3,127 +6%
CISOA
332
Capital Investment Services of America
Wisconsin
$6.35M -$333K -3,125 -5%
CA
333
CGN Advisors
Kansas
$6.35M +$33.1K +311 +0.5%
VA
334
Valmark Advisers
Ohio
$6.35M +$568K +5,327 +10%
CWM
335
Connecticut Wealth Management
Connecticut
$6.33M +$709K +6,650 +13%
ST
336
Smithfield Trust
Pennsylvania
$6.29M +$4.05M +37,946 +181%
TW
337
Traveka Wealth
California
$6.27M -$160K -1,500 -2%
BBWP
338
Beacon Bridge Wealth Partners
Pennsylvania
$6.27M +$1.56M +14,606 +33%
DJSG
339
D.J. St. Germain
Massachusetts
$6.24M -$26.9K -252 -0.4%
AWMG
340
Alliance Wealth Management Group
New Jersey
$6.23M +$160K +1,498 +3%
ACM
341
AUA Capital Management
Pennsylvania
$6.22M -$147K -1,381 -2%
ML
342
McAdam LLC
Pennsylvania
$6.21M +$368K +3,458 +6%
GHA
343
Granite Harbor Advisors
Texas
$6.21M +$697K +6,542 +13%
Jane Street
344
Jane Street
New York
$6.17M -$290M -2,719,169 -98%
RA
345
RFG Advisory
Alabama
$6.15M -$1.6M -15,053 -21%
PGFC
346
Peapack-Gladstone Financial Corp
New Jersey
$6.07M +$771K +7,239 +15%
FWA
347
FSM Wealth Advisors
Ohio
$6.07M +$726K +6,810 +14%
CIAS
348
CFS Investment Advisory Services
New Jersey
$6.03M +$6.03M +56,583 New
TCM
349
TD Capital Management
Tennessee
$5.99M +$144K +1,350 +2%
SF
350
Synovus Financial
Georgia
$5.98M -$35.2K -330 -0.6%
12 13
14
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