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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 %
SHGA
351
Sand Hill Global Advisors
California
$4.77M -$16.4K -154 -0.3%
KPWS
352
Kestra Private Wealth Services
Texas
$4.75M +$2.13M +19,940 +81%
TCM
353
TD Capital Management
Tennessee
$4.74M -$1.54M -14,391 -24%
M
354
MYeCFO
California
$4.73M -$529K -4,958 -10%
CFS
355
Cannon Financial Strategists
Georgia
$4.72M -$71.3K -668 -1%
GKWIM
356
Gerber Kawasaki Wealth & Investment Management
California
$4.69M +$591K +5,537 +14%
TIM
357
Tortoise Investment Management
New York
$4.65M +$84.2K +789 +2%
TWM
358
Trinity Wealth Management
Pennsylvania
$4.64M +$126K +1,180 +3%
BC
359
Brio Consultants
California
$4.62M -$172K -1,615 -4%
CTB
360
Country Trust Bank
Illinois
$4.61M – – –
DAS
361
Dynamic Advisor Solutions
Arizona
$4.59M +$1.43M +13,373 +45%
NA
362
NewEdge Advisors
Louisiana
$4.59M +$575K +5,384 +14%
SEM
363
Strategic Equity Management
Arizona
$4.59M -$27K -253 -0.6%
MWAM
364
Manhattan West Asset Management
California
$4.57M +$622K +5,829 +16%
OA
365
Operose Advisors
Wisconsin
$4.53M -$211K -1,980 -4%
JGCM
366
Joseph Group Capital Management
Ohio
$4.51M -$129K -1,207 -3%
HW
367
Hancock Whitney
Mississippi
$4.5M -$584K -5,476 -11%
SSWM
368
Sheets Smith Wealth Management
North Carolina
$4.5M -$85.1K -797 -2%
CAWM
369
Capital Advisors Wealth Management
Washington
$4.47M +$4.8K +45 +0.1%
AIA
370
Alera Investment Advisors
Illinois
$4.43M -$91.7K -859 -2%
CA
371
Crewe Advisors
Utah
$4.37M +$1.52M +14,283 +53%
NB
372
Nicolet Bankshares
Wisconsin
$4.33M -$1.46M -13,677 -25%
V
373
Veritable
Delaware
$4.29M -$498K -4,668 -10%
SW
374
SteelPeak Wealth
California
$4.23M +$255K +2,387 +6%
CG
375
Clifford Group
Massachusetts
$4.22M +$573K +5,368 +16%
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