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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 %
CWS
426
Cypress Wealth Services
California
$3.3M +$1.48M +14,387 +81%
AIM
427
Alhambra Investment Management
Florida
$3.29M +$82.9K +808 +3%
WFPG
428
Waller Financial Planning Group
Ohio
$3.27M +$27.4K +267 +0.8%
AC
429
AIFG Consultants
New York
$3.24M +$3.24M +31,616 New
PTC
430
Private Trust Company
Ohio
$3.22M +$322K +3,137 +11%
SWA
431
Strategies Wealth Advisors
Michigan
$3.2M +$109K +1,065 +4%
IP
432
Investment Partners
Ohio
$3.19M – – –
ERIC
433
Eagle Rock Investment Company
Georgia
$3.16M +$53.5K +522 +2%
CWM
434
Cornerstone Wealth Management
Missouri
$3.15M +$148K +1,439 +5%
AF
435
Advisornet Financial
Minnesota
$3.15M +$192K +1,876 +7%
LPAM
436
Lodestar Private Asset Management
California
$3.12M +$18.2K +177 +0.6%
WA
437
Wealth Alliance
New York
$3.1M +$1.59M +15,458 +105%
KeyBank National Association
438
KeyBank National Association
Ohio
$3.03M +$63.2K +616 +2%
MWM
439
Meridian Wealth Management
Kentucky
$3.02M +$1.69M +16,528 +128%
MWP
440
Madison Wealth Partners
Wisconsin
$3.02M -$80.7K -787 -3%
WJA
441
Willis Johnson & Associates
Texas
$3M +$110K +1,076 +4%
BAAM
442
Baker Avenue Asset Management
California
$2.97M +$1.08M +10,532 +57%
UBV
443
United Bank (Virginia)
Virginia
$2.96M – – –
MWM
444
Mission Wealth Management
California
$2.96M +$129K +1,260 +5%
LAM
445
LifePro Asset Management
California
$2.95M -$536K -5,232 -15%
BCG
446
Breakwater Capital Group
New Jersey
$2.93M -$507K -5,012 -15%
FCI
447
Financial Counselors Inc
Kansas
$2.92M +$2.92M +28,494 New
4WM
448
4J Wealth Management
Virginia
$2.92M +$1.44K +14 +0%
MLA
449
My Legacy Advisors
Oregon
$2.91M -$440K -4,354 -13%
SF
450
Summit Financial
New Jersey
$2.9M +$30.5K +297 +1%
16 17
18
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