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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 %
CFD
351
Creative Financial Designs
Indiana
$5.98M -$1.14M -10,689 -16%
DIA
352
Davidson Investment Advisors
Montana
$5.96M -$493K -4,626 -8%
ACA
353
Aptus Capital Advisors
Alabama
$5.9M +$3.7M +34,725 +168%
EWM
354
Empirical Wealth Management
Washington
$5.89M -$467K -4,383 -7%
GCM
355
Granby Capital Management
Florida
$5.86M – – –
RSWM
356
Robertson Stephens Wealth Management
California
$5.84M -$249K -2,334 -4%
HCC
357
Hirtle Callaghan & Co
Pennsylvania
$5.77M -$5.82M – –
LL
358
LPWM LLC
Minnesota
$5.74M +$29.5K +276 +0.5%
KPWS
359
Kestra Private Wealth Services
Texas
$5.73M -$847K -7,945 -13%
IWP
360
Invenio Wealth Partners
Florida
$5.72M +$343K +3,220 +6%
BFO
361
Biltmore Family Office
North Carolina
$5.71M +$453K +4,256 +9%
SWM
362
SigFig Wealth Management
California
$5.69M -$6.46M -60,679 -53%
HFA
363
High Falls Advisors
New York
$5.6M +$784K +7,356 +16%
OP
364
ORG Partners
Indiana
$5.59M +$5.59M +52,661 New
EWA
365
Exencial Wealth Advisors
Oklahoma
$5.54M +$791K +7,426 +17%
PSCM
366
Per Stirling Capital Management
Texas
$5.54M +$9.16K +86 +0.2%
FLA
367
Financial Life Advisors
Texas
$5.5M -$69.2K -649 -1%
PWP
368
Precedent Wealth Partners
Texas
$5.46M +$22.4K +210 +0.4%
NC
369
NewSquare Capital
Pennsylvania
$5.45M -$110K -1,035 -2%
GGS
370
Galvin Gaustad & Stein
Arizona
$5.45M +$10.5K +99 +0.2%
FFG
371
Fiduciary Financial Group
California
$5.43M +$5.43M +50,556 New
CFS
372
Cannon Financial Strategists
Georgia
$5.43M +$40K +375 +0.7%
PIMG
373
Patriot Investment Management Group
Tennessee
$5.4M +$52.6K +494 +1%
DB
374
Dravo Bay
Delaware
$5.39M +$506K +4,749 +10%
VAG
375
Vannoy Advisory Group
Texas
$5.39M +$251K +2,360 +5%
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15
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