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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,388 hedge funds and large institutions have $34.6B invested in iShares National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 645 increasing their positions, 427 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
+52
Holders Change %
+3.89%
% of All Funds
20.08%
Holding in Top 10
109
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.84%
% of All Funds
1.58%
New
124
Increased
645
Reduced
427
Closed
58
Calls
$55M
Puts
$46.3M
Net Calls
+$8.65M
Net Calls Change
+$189M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.78B
2
US Bancorp
US Bancorp
Minnesota
$745M
3
Morgan Stanley
Morgan Stanley
New York
$850M
4
Betterment LLC
Betterment LLC
New York
$1.83B
5
FWI
Facet Wealth Inc
Maryland
$156M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$1.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.54B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$216M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.4M
5
SP
Symmetry Partners
Connecticut
$7.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
401
WealthCollab
Washington
$4.76M +$977K +8,996 +26%
RCAG
402
Rehmann Capital Advisory Group
Michigan
$4.74M +$1.38M +12,698 +41%
HIP
403
HUB Investment Partners
Texas
$4.73M -$164K -1,512 -3%
CTB
404
Country Trust Bank
Illinois
$4.72M – – –
DLCIG
405
D.L. Carlson Investment Group
New Hampshire
$4.71M +$298K +2,744 +7%
FWM
406
FFT Wealth Management
Pennsylvania
$4.69M +$2.74M +25,187 +140%
BWM
407
BCGM Wealth Management
Indiana
$4.67M +$606K +5,580 +15%
GWM
408
Geneos Wealth Management
Colorado
$4.66M +$3.25M +29,950 +231%
PWM
409
Proathlete Wealth Management
Florida
$4.66M +$342K +3,148 +8%
CFP
410
Cascade Financial Partners
California
$4.65M -$78.4K -731 -2%
BHWM
411
Beaird Harris Wealth Management
Texas
$4.63M +$23.1K +213 +0.5%
MBT
412
Montecito Bank & Trust
California
$4.62M +$4.62M +42,560 New
TPCW
413
TD Private Client Wealth
New York
$4.6M +$1.08M +9,922 +31%
NGA
414
Naples Global Advisors
Florida
$4.53M +$551K +5,072 +14%
WC
415
Waterloo Capital
Texas
$4.52M +$2.13M +19,638 +89%
AG
416
Ascent Group
Virginia
$4.51M +$1.08M +9,955 +32%
PCG
417
Prosperity Consulting Group
Maryland
$4.51M +$2.18M +20,102 +94%
PWM
418
Power Wealth Management
Georgia
$4.49M +$31.5K +290 +0.7%
TIA
419
Traphagen Investment Advisors
New Jersey
$4.47M -$493K -4,534 -10%
PPWP
420
Premier Path Wealth Partners
New Jersey
$4.46M +$93.3K +859 +2%
ZF
421
Zhang Financial
Michigan
$4.43M +$332K +3,058 +8%
AWE
422
Avidian Wealth Enterprises
Texas
$4.42M +$25.2K +232 +0.6%
WA
423
Waterford Advisors
New York
$4.41M -$2.36M -21,727 -35%
HW
424
Hancock Whitney
Mississippi
$4.37M -$359K -3,301 -8%
SW
425
SVB Wealth
Massachusetts
$4.37M -$12M -110,622 -73%
15 16
17
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