MUB icon

iShares National Muni Bond ETF

1,388 hedge funds and large institutions have $34.6B invested in iShares National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 645 increasing their positions, 427 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
+52
Holders Change %
+3.89%
% of All Funds
20.08%
Holding in Top 10
109
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.84%
% of All Funds
1.58%
New
124
Increased
645
Reduced
427
Closed
58
Calls
$55M
Puts
$46.3M
Net Calls
+$8.65M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Shares
Change %
LL
351
LPWM LLC
Minnesota
$6.39M +$568K +5,237 +10%
FWA
352
FSM Wealth Advisors
Ohio
$6.36M +$174K +1,602 +3%
IWP
353
Invenio Wealth Partners
Florida
$6.32M +$488K +4,490 +8%
KWM
354
Keebeck Wealth Management
Illinois
$6.17M +$1.08M +9,982 +21%
AWMG
355
Alliance Wealth Management Group
New Jersey
$6.13M -$217K -1,995 -3%
CIAS
356
CFS Investment Advisory Services
New Jersey
$6.11M -$36.3K -334 -0.6%
EWA
357
Exencial Wealth Advisors
Oklahoma
$6.09M +$433K +3,984 +8%
CWM
358
Connecticut Wealth Management
Connecticut
$6.08M -$368K -3,392 -6%
CFS
359
Cannon Financial Strategists
Georgia
$6.08M +$546K +5,023 +10%
GCM
360
Granby Capital Management
Florida
$5.97M
CFD
361
Creative Financial Designs
Indiana
$5.96M -$131K -1,209 -2%
TWM
362
Trinity Wealth Management
Pennsylvania
$5.94M -$1.49M -13,709 -20%
Northern Trust
363
Northern Trust
Illinois
$5.89M +$645K +5,936 +12%
WFP
364
Wrenne Financial Planning
Kentucky
$5.86M +$391K +3,601 +7%
ACM
365
AUA Capital Management
Pennsylvania
$5.85M -$498K -4,584 -8%
DIA
366
Davidson Investment Advisors
Montana
$5.84M -$236K -2,169 -4%
EWM
367
Empirical Wealth Management
Washington
$5.81M -$197K -1,809 -3%
WA
368
Wealth Alliance
New York
$5.81M +$4.2M +38,662 +262%
LPT
369
Legacy Private Trust
Wisconsin
$5.78M -$2.47M -22,697 -30%
DB
370
Dravo Bay
Delaware
$5.75M +$254K +2,337 +5%
PSCM
371
Per Stirling Capital Management
Texas
$5.69M +$41.8K +385 +0.7%
I
372
IMPACTfolio
Colorado
$5.66M +$506K +4,661 +10%
BIP
373
Blueprint Investment Partners
North Carolina
$5.63M +$5.63M +51,863 New
VAG
374
Vannoy Advisory Group
Texas
$5.61M +$111K +1,019 +2%
PWP
375
Precedent Wealth Partners
Texas
$5.61M +$39.8K +366 +0.7%