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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,216 hedge funds and large institutions have $30.2B invested in iShares National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 518 increasing their positions, 430 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
19.39%
Holding in Top 10
114
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.87%
% of All Funds
1.82%
New
101
Increased
518
Reduced
430
Closed
84
Calls
$21.8M
Puts
$3.09M
Net Calls
+$18.7M
Net Calls Change
+$20.5M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$884M
2
CSIA
2
Charles Schwab Investment Advisory
California
$980M
3
CC
3
Centiva Capital
New York
$248M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.01B
5
AC
5
Allstate Corporation
Illinois
$324M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.55B
2
MNG
2
Manning & Napier Group
New York
$45.4M
3
Barclays
3
Barclays
United Kingdom
$0
4
SEI Investments
4
SEI Investments
Pennsylvania
$394M
5
Franklin Resources
5
Franklin Resources
California
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JGCM
376
Joseph Group Capital Management
Ohio
$4.27M -$68.3K -666 -2%
TIM
377
Tortoise Investment Management
New York
$4.23M -$242K -2,361 -5%
CAWM
378
Capital Advisors Wealth Management
Washington
$4.22M -$77.7K -758 -2%
SP
379
SWS Partners
Ohio
$4.21M +$715K +6,976 +20%
CG
380
Clifford Group
Massachusetts
$4.18M +$119K +1,156 +3%
Northern Trust
381
Northern Trust
Illinois
$4.15M +$1.58M +15,453 +62%
HW
382
Hancock Whitney
Mississippi
$4.15M -$180K -1,752 -4%
PFA
383
Pure Financial Advisors
California
$4.08M +$824K +8,039 +25%
AFG
384
Albion Financial Group
Utah
$4.06M +$469K +4,575 +13%
DPI
385
Diversified Portfolios Inc
Michigan
$4.04M +$1.71M +16,652 +73%
DA
386
Detalus Advisors
Missouri
$4.03M +$357K +3,485 +10%
PWMG
387
Provence Wealth Management Group
California
$4.03M +$1.34M +13,105 +50%
EC
388
Estate Counselors
Wisconsin
$4M -$2.56M -24,930 -39%
CST
389
Charles Schwab Trust
Nevada
$3.97M +$3.97M +38,680 New
CFG
390
Cosner Financial Group
Colorado
$3.96M +$51.8K +505 +1%
JJBC
391
James J. Burns & Company
New York
$3.94M -$1.22M -11,936 -24%
MMA
392
Miracle Mile Advisors
California
$3.89M -$14M -136,285 -78%
JIR
393
James Investment Research
Ohio
$3.86M – – –
SC
394
Stephens Consulting
Michigan
$3.86M +$457K +4,460 +13%
ZF
395
Zhang Financial
Michigan
$3.82M +$596K +5,814 +18%
SFG
396
SevenBridge Financial Group
Pennsylvania
$3.82M +$305K +2,978 +9%
RPGK
397
Retirement Planning Group (Kansas)
Kansas
$3.81M +$410 +4 +0%
AFG
398
AFS Financial Group
Maryland
$3.8M +$929K +9,059 +32%
IWP
399
Invenio Wealth Partners
Florida
$3.79M +$3.39M +33,025 +833%
GWSA
400
Global Wealth Strategies & Associates
Colorado
$3.78M +$196K +1,913 +5%
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16
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