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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
+$216M
2
Creative Planning
Creative Planning
Kansas
+$118M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$86.9M
4
AC
Allstate Corporation
Illinois
+$64.1M
5
LPL Financial
LPL Financial
California
+$55.4M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$258M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$196M
3
FWI
Facet Wealth Inc
Maryland
-$69.3M
4
UBS Group
UBS Group
Switzerland
-$43.6M
5
MNG
Manning & Napier Group
New York
-$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSA
401
Global Wealth Strategies & Associates
Colorado
$3.73M +$113K +1,062 +3%
FWA
402
FSM Wealth Advisors
Ohio
$3.69M -$269K -2,530 -7%
SFG
403
SevenBridge Financial Group
Pennsylvania
$3.66M +$173K +1,622 +5%
SP
404
SWS Partners
Ohio
$3.63M -$6.4K -60 -0.2%
LAM
405
LifePro Asset Management
California
$3.63M -$2.85M -26,700 -44%
BCG
406
Breakwater Capital Group
New Jersey
$3.63M +$70.3K +659 +2%
CW
407
Cook Wealth
North Carolina
$3.57M +$3.57M +33,430 New
MLA
408
My Legacy Advisors
Oregon
$3.55M +$139K +1,296 +4%
RJT
409
Raymond James Trust
Florida
$3.54M +$211K +1,975 +6%
SC
410
Stephens Consulting
Michigan
$3.54M +$30.4K +285 +0.9%
SWA
411
Stratos Wealth Advisors
Ohio
$3.53M +$653K +6,115 +23%
TFA
412
Tobias Financial Advisors
Florida
$3.51M – – –
Kovitz Investment Group Partners
413
Kovitz Investment Group Partners
Illinois
$3.49M -$229K -2,146 -6%
FT
414
Fiduciary Trust
Massachusetts
$3.47M +$146K +1,371 +4%
SW
415
SVB Wealth
Massachusetts
$3.44M -$1.77M -16,620 -34%
FAIM
416
Financial Advocates Investment Management
Washington
$3.44M -$107 -1 -0%
WIA
417
World Investment Advisors
California
$3.42M +$63.5K +595 +2%
MA
418
Mutual Advisors
Nebraska
$3.4M -$241K -2,259 -7%
PFA
419
Pure Financial Advisors
California
$3.39M +$429K +4,024 +14%
SFG
420
StrategIQ Financial Group
Indiana
$3.38M -$505K -4,730 -13%
WFPG
421
Waller Financial Planning Group
Ohio
$3.37M +$113K +1,058 +3%
ZF
422
Zhang Financial
Michigan
$3.35M -$128K -1,201 -4%
AIM
423
Alhambra Investment Management
Florida
$3.34M +$63K +590 +2%
JSA
424
Jacobson & Schmitt Advisors
Wisconsin
$3.34M +$315K +2,951 +10%
IP
425
Investment Partners
Ohio
$3.32M -$173K -1,619 -5%
15 16
17
18 19