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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,201 hedge funds and large institutions have $26.7B invested in iShares National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 519 increasing their positions, 424 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.22%
Holding in Top 10
118
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.84%
% of All Funds
1.89%
New
111
Increased
519
Reduced
424
Closed
82
Calls
$1.94M
Puts
$2.44M
Net Calls
-$497K
Net Calls Change
+$2.52M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.92B
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$352M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$311M
4
CIA
4
Choate Investment Advisors
Massachusetts
$118M
5
US Bancorp
5
US Bancorp
Minnesota
$676M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.6B
2
Bank of America
2
Bank of America
North Carolina
$2.22B
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$13.2M
4
BlackRock
4
BlackRock
New York
$106M
5
Morgan Stanley
5
Morgan Stanley
New York
$610M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEM
351
Strategic Equity Management
Arizona
$4.66M +$4.66M +43,216 New
CTB
352
Country Trust Bank
Illinois
$4.65M – – –
SSWM
353
Sheets Smith Wealth Management
North Carolina
$4.62M -$1.02M -9,477 -18%
TC
354
TownSquare Capital
Utah
$4.62M -$2.59M -24,047 -36%
TIM
355
Tortoise Investment Management
New York
$4.61M -$1.47M -13,623 -24%
AI
356
Atria Investments
North Carolina
$4.57M +$591K +5,488 +15%
AIA
357
Alera Investment Advisors
Illinois
$4.57M -$5.99M -55,576 -57%
TWM
358
Trinity Wealth Management
Pennsylvania
$4.56M +$316K +2,929 +7%
GA
359
Greenspring Advisors
Maryland
$4.56M +$60.8K +564 +1%
FCC
360
Florin Court Capital
United Kingdom
$4.55M +$4.55M +42,200 New
ClearBridge Investments
361
ClearBridge Investments
New York
$4.52M +$121K +1,123 +3%
CAWM
362
Capital Advisors Wealth Management
Washington
$4.51M +$320K +2,973 +8%
FTUS
363
Flow Traders U.S.
New York
$4.41M +$4.41M +40,944 New
DI
364
DFPG Investments
Utah
$4.28M -$970K -9,007 -18%
SFO
365
Stokes Family Office
Louisiana
$4.28M +$552K +5,124 +15%
FFN
366
Focus Financial Network
Minnesota
$4.23M +$1.11M +10,317 +36%
AWA
367
Aletheian Wealth Advisors
Washington
$4.22M +$1.01M +9,407 +32%
CPIG
368
Chicago Partners Investment Group
Illinois
$4.18M +$869K +8,094 +26%
PAMG
369
Patton Albertson Miller Group
Tennessee
$4.15M -$212K -1,966 -5%
GKWIM
370
Gerber Kawasaki Wealth & Investment Management
California
$4.14M +$280K +2,600 +7%
MAM
371
Meeder Asset Management
Ohio
$4.12M +$388K +3,599 +10%
AWMNH
372
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.05M -$54.9K -510 -1%
NA
373
NewEdge Advisors
Louisiana
$4.04M +$123K +1,140 +3%
RPGK
374
Retirement Planning Group (Kansas)
Kansas
$4.03M +$1.19M +11,050 +42%
MWA
375
Motive Wealth Advisors
Michigan
$4.02M -$1.9M -17,650 -32%
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