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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
19.43%
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 %
RJT
376
Raymond James Trust
Florida
$5.39M +$778K +7,300 +17%
FCIM
377
Fairview Capital Investment Management
California
$5.38M +$32K +300 +0.6%
WFP
378
Wrenne Financial Planning
Kentucky
$5.37M +$426K +3,998 +9%
AIM
379
Acropolis Investment Management
Missouri
$5.33M +$22.7K +213 +0.4%
T
380
TNF
Montana
$5.33M -$90.5K -846 -2%
CST
381
Charles Schwab Trust
Nevada
$5.15M +$1.47M +13,777 +40%
Northern Trust
382
Northern Trust
Illinois
$5.15M +$1.8M +16,867 +54%
KWM
383
Kingsview Wealth Management
Oregon
$5.13M +$574K +5,388 +13%
MWA
384
Motive Wealth Advisors
Michigan
$5.13M -$360K -3,376 -7%
WPW
385
Watershed Private Wealth
Illinois
$5.12M +$317K +2,977 +7%
SFG
386
Somnio Financial Group
Connecticut
$5.11M +$5.11M +47,955 New
CFMC
387
Curbstone Financial Management Corp
New Hampshire
$5.09M -$10.7K -100 -0.2%
EP
388
Edgestream Partners
New Jersey
$5.09M +$4.49M +42,149 +750%
I
389
IMPACTfolio
Colorado
$5.05M +$82K +770 +2%
AFP
390
Alpha Financial Partners
Kentucky
$5.02M +$196K +1,842 +4%
KWM
391
Keebeck Wealth Management
Illinois
$4.99M +$484K +4,543 +11%
PPW
392
Presilium Private Wealth
Pennsylvania
$4.99M +$135K +1,265 +3%
SI
393
Stephens Inc
Arkansas
$4.98M -$68.4K -642 -1%
HWM
394
Hassell Wealth Management
Louisiana
$4.9M – – –
TIA
395
Traphagen Investment Advisors
New Jersey
$4.86M -$208K -1,954 -4%
HIP
396
HUB Investment Partners
Texas
$4.8M +$45.3K +425 +1%
CPIG
397
Chicago Partners Investment Group
Illinois
$4.78M +$289K +2,693 +6%
TVM
398
True Vision MN
Minnesota
$4.72M -$63.2K -593 -1%
CFP
399
Cascade Financial Partners
California
$4.7M -$114K -1,073 -2%
HW
400
Hancock Whitney
Mississippi
$4.64M -$248K -2,332 -5%
14 15
16
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