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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 %
MWM
451
McNaughton Wealth Management
California
$2.98M -$320K -3,002 -10%
CPP
452
Capasso Planning Partners
South Carolina
$2.98M -$483K -4,528 -14%
WT
453
Whittier Trust
California
$2.95M -$836K -7,833 -22%
MWM
454
Mission Wealth Management
California
$2.95M +$110K +1,031 +4%
IWS
455
Insight Wealth Strategies
California
$2.92M +$28.1K +263 +1%
SFG
456
Sowa Financial Group
Rhode Island
$2.86M -$148K -1,384 -5%
WS
457
Wedbush Securities
California
$2.83M -$58.5K -548 -2%
EWMCB
458
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.81M +$186K +1,739 +7%
PWMG
459
Provence Wealth Management Group
California
$2.8M +$79.4K +744 +3%
RCAG
460
Rehmann Capital Advisory Group
Michigan
$2.79M +$13.6K +127 +0.5%
PP
461
Prosperity Planning
Missouri
$2.79M -$2.78M – –
PIFP
462
Partners in Financial Planning
Virginia
$2.78M -$152K -1,424 -5%
SHIM
463
Stone House Investment Management
Pennsylvania
$2.78M +$823K +7,712 +42%
KWS
464
Keystone Wealth Services
California
$2.76M -$98.5K -923 -3%
PB
465
Pinnacle Bancorp
Nebraska
$2.75M +$26.5K +248 +1%
PWM
466
Paulson Wealth Management
Illinois
$2.72M +$80.5K +754 +3%
JWS
467
Juncture Wealth Strategies
Arizona
$2.7M +$333K +3,119 +14%
KL
468
KWMG LLC
Kansas
$2.68M +$142K +1,329 +6%
William Blair & Company
469
William Blair & Company
Illinois
$2.68M -$522K -4,891 -16%
AWMNH
470
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.68M -$1.33M -12,491 -33%
Northern Trust
471
Northern Trust
Illinois
$2.67M -$84.2K -789 -3%
HIP
472
HUB Investment Partners
Texas
$2.67M +$9.61K +90 +0.4%
SIA
473
Schechter Investment Advisors
Michigan
$2.67M +$4.91K +46 +0.2%
Millennium Management
474
Millennium Management
New York
$2.66M -$51K -478 -2%
Balyasny Asset Management
475
Balyasny Asset Management
Illinois
$2.66M +$1.83M +17,102 +219%
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