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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 %
AWA
376
Aletheian Wealth Advisors
Washington
$4.21M +$28.9K +271 +0.7%
DB
377
Dravo Bay
Delaware
$4.18M -$519K -4,861 -11%
TPCW
378
TD Private Client Wealth
New York
$4.14M +$234K +2,161 +6%
GFS
379
GYL Financial Synergies
Connecticut
$4.09M +$247K +2,311 +6%
AWMG
380
Alliance Wealth Management Group
New Jersey
$4.07M +$199K +1,867 +5%
CFG
381
Cosner Financial Group
Colorado
$4.06M +$4.06M +38,075 New
MAM
382
Meeder Asset Management
Ohio
$4.04M -$37.1K -348 -0.9%
DWM
383
Dakota Wealth Management
Florida
$4.03M +$182K +1,707 +5%
JIR
384
James Investment Research
Ohio
$4.02M +$152K +1,424 +4%
PAMG
385
Patton Albertson Miller Group
Tennessee
$4.01M -$96.3K -902 -2%
CCM
386
Crabel Capital Management
California
$4.01M -$965K -9,046 -19%
SFO
387
Stokes Family Office
Louisiana
$3.98M -$264K -2,474 -6%
RPGK
388
Retirement Planning Group (Kansas)
Kansas
$3.97M -$24.1K -226 -0.6%
JBA
389
Johnson Bixby & Associates
Washington
$3.95M +$753K +7,054 +24%
DI
390
DFPG Investments
Utah
$3.9M -$363K -3,377 -9%
FFA
391
Farther Finance Advisors
California
$3.9M +$580K +5,436 +17%
PPW
392
Presilium Private Wealth
Pennsylvania
$3.89M +$226K +2,116 +6%
DLCIG
393
D.L. Carlson Investment Group
New Hampshire
$3.88M +$3.88M +36,345 New
DA
394
Detalus Advisors
Missouri
$3.83M -$1.11M -10,375 -22%
SWIM
395
Smallwood Wealth Investment Management
New Jersey
$3.82M -$11.7K -110 -0.3%
WCM
396
Wunderlich Capital Managemnt
Tennessee
$3.79M +$26.7K +250 +0.7%
BWM
397
BCGM Wealth Management
Indiana
$3.78M +$869K +8,138 +30%
RA
398
Riversedge Advisors
Delaware
$3.76M -$84K -787 -2%
EBT
399
Enterprise Bank & Trust
Massachusetts
$3.74M -$76.6K -718 -2%
AFG
400
Albion Financial Group
Utah
$3.74M +$102K +952 +3%
14 15
16
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