MUB icon

iShares National Muni Bond ETF

1,507 hedge funds and large institutions have $37.2B invested in iShares National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 649 increasing their positions, 465 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,507
Holders Change
+119
Holders Change %
+8.57%
% of All Funds
20.07%
Holding in Top 10
121
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.01%
% of All Funds
1.61%
New
218
Increased
649
Reduced
465
Closed
73
Calls
$74.3M
Puts
$144M
Net Calls
-$70.2M
Net Calls Change
-$78.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
326
CGN Advisors
Kansas
$7.17M +$287K +2,689 +4%
WC
327
Waterloo Capital
Texas
$7.17M +$2.73M +25,616 +61%
MHC
328
May Hill Capital
Massachusetts
$7.16M +$7.16M +67,170 New
CFGS
329
Concourse Financial Group Securities
Alabama
$7.16M +$207K +2,544 +3%
BCWM
330
Bartlett & Co Wealth Management
Ohio
$7.15M +$99.1K +930 +1%
RBCM
331
Raub Brock Capital Management
California
$7.13M +$52.7K +495 +0.7%
LFS
332
Legacy Financial Strategies
Kansas
$7.09M -$177K -1,663 -2%
RFG
333
RFP Financial Group
Georgia
$7.03M -$757K -7,107 -10%
HFA
334
High Falls Advisors
New York
$7.03M -$231K -2,170 -3%
ML
335
McAdam LLC
Pennsylvania
$7.01M +$90.4K +848 +1%
HW
336
Hancock Whitney
Mississippi
$7.01M +$2.72M +25,521 +63%
FM
337
Foster & Motley
Ohio
$7M +$60.6K +569 +0.9%
WFP
338
Wrenne Financial Planning
Kentucky
$7M +$1.25M +11,691 +22%
SHIM
339
Stone House Investment Management
Pennsylvania
$6.99M -$538K -5,051 -7%
SWM
340
Seaside Wealth Management
California
$6.93M +$275K +2,578 +4%
GKWIM
341
Gerber Kawasaki Wealth & Investment Management
California
$6.9M -$3.94K -37 -0.1%
DB
342
Dravo Bay
Delaware
$6.85M +$1.21M +11,324 +21%
WCM
343
Wealthcare Capital Management
Virginia
$6.84M -$764K -7,175 -10%
G
344
GenTrust
Florida
$6.76M -$611K -5,735 -8%
FA
345
Fedenia Advisers
Wisconsin
$6.75M +$6.75M +63,384 New
PS
346
Principal Securities
Iowa
$6.74M +$1.69M +15,849 +33%
PWM
347
Pines Wealth Management
North Carolina
$6.69M +$6.69M +63,314 New
IWP
348
Invenio Wealth Partners
Florida
$6.66M +$460K +4,320 +7%
WPW
349
Watershed Private Wealth
Illinois
$6.63M +$232K +2,177 +4%
BCM
350
BTC Capital Management
Iowa
$6.59M +$68.1K +639 +1%