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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 %
SWA
401
Stratos Wealth Advisors
Ohio
$3.77M +$379K +3,700 +11%
JBA
402
Johnson Bixby & Associates
Washington
$3.75M -$45.2K -441 -1%
Kovitz Investment Group Partners
403
Kovitz Investment Group Partners
Illinois
$3.73M +$378K +3,691 +11%
WIC
404
Whitegate Investment Counselors
New Hampshire
$3.69M +$718K +7,005 +24%
BWM
405
BCGM Wealth Management
Indiana
$3.68M +$45.7K +446 +1%
SWIM
406
Smallwood Wealth Investment Management
New Jersey
$3.67M -$718 -7 -0%
RJT
407
Raymond James Trust
Florida
$3.67M +$267K +2,605 +8%
SW
408
SteelPeak Wealth
California
$3.66M -$401K -3,909 -10%
FWA
409
FSM Wealth Advisors
Ohio
$3.65M +$84.5K +824 +2%
TPCW
410
TD Private Client Wealth
New York
$3.64M -$305K -2,944 -8%
WCM
411
Wunderlich Capital Managemnt
Tennessee
$3.61M -$24.4K -238 -0.7%
DLCIG
412
D.L. Carlson Investment Group
New Hampshire
$3.6M -$123K -1,199 -3%
EBT
413
Enterprise Bank & Trust
Massachusetts
$3.6M – – –
OA
414
Operose Advisors
Wisconsin
$3.59M -$763K -7,439 -18%
CFD
415
Creative Financial Designs
Indiana
$3.54M +$3.03M +29,508 +587%
PGFC
416
Peapack-Gladstone Financial Corp
New Jersey
$3.51M +$406K +3,953 +13%
DI
417
DFPG Investments
Utah
$3.38M -$376K -3,643 -10%
TFA
418
Tobias Financial Advisors
Florida
$3.38M – – –
VT
419
Vise Technologies
New York
$3.37M +$890K +8,683 +36%
RA
420
Riversedge Advisors
Delaware
$3.37M -$242K -2,356 -7%
HI
421
Hudock Inc
Pennsylvania
$3.37M +$2.62M +25,511 +347%
WPW
422
Watershed Private Wealth
Illinois
$3.36M +$188K +1,831 +6%
JSA
423
Jacobson & Schmitt Advisors
Wisconsin
$3.35M +$148K +1,439 +5%
FAIM
424
Financial Advocates Investment Management
Washington
$3.35M +$40.7K +397 +1%
CWM
425
Congress Wealth Management
Massachusetts
$3.34M +$1.32M +12,892 +65%
15 16
17
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