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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 %
SFG
451
StrategIQ Financial Group
Indiana
$2.9M -$348K -3,397 -11%
ACP
452
Aveo Capital Partners
Colorado
$2.88M -$304K -2,964 -10%
WIA
453
World Investment Advisors
California
$2.82M -$467K -4,558 -14%
IWS
454
Insight Wealth Strategies
California
$2.81M +$14K +137 +0.5%
EB
455
Exchange Bank
California
$2.81M +$2.81M +27,382 New
BFO
456
Biltmore Family Office
North Carolina
$2.79M +$320K +3,121 +13%
HFM
457
Hartford Financial Management
Connecticut
$2.79M +$632K +6,159 +29%
PIFP
458
Partners in Financial Planning
Virginia
$2.79M +$118K +1,148 +4%
AT
459
Arden Trust
Delaware
$2.76M -$3.66M -35,732 -57%
PPC
460
Park Place Capital
Alabama
$2.76M +$1.25M +12,143 +82%
SFG
461
Sowa Financial Group
Rhode Island
$2.75M +$8.61K +84 +0.3%
MPM
462
Meritage Portfolio Management
Kansas
$2.74M -$136K -1,331 -5%
KL
463
KWMG LLC
Kansas
$2.73M +$148K +1,439 +6%
PP
464
Prosperity Planning
Missouri
$2.72M -$2.79M – –
MA
465
Mutual Advisors
Nebraska
$2.71M -$552K -5,386 -17%
GWM
466
Grand Wealth Management
Michigan
$2.7M +$505K +4,921 +23%
HIP
467
HUB Investment Partners
Texas
$2.69M +$124K +1,207 +5%
JWS
468
Juncture Wealth Strategies
Arizona
$2.66M +$67.5K +658 +3%
KWS
469
Keystone Wealth Services
California
$2.65M -$2.36K -23 -0.1%
EWMCB
470
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.65M -$47.6K -464 -2%
UCB
471
United Community Bank
South Carolina
$2.64M +$2.47M +24,066 +1,467%
NGA
472
Naples Global Advisors
Florida
$2.63M +$338K +3,298 +15%
FIBT
473
First International Bank & Trust
North Dakota
$2.63M +$786K +7,667 +43%
RCAG
474
Rehmann Capital Advisory Group
Michigan
$2.63M -$58.2K -568 -2%
PB
475
Pinnacle Bancorp
Nebraska
$2.61M -$39.1K -381 -1%
17 18
19
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