MUB icon

iShares National Muni Bond ETF

1,364 hedge funds and large institutions have $32.7B invested in iShares National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 599 increasing their positions, 458 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.77%
Holding in Top 10
118
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-10.61%
% of All Funds
1.71%
New
111
Increased
599
Reduced
458
Closed
95
Calls
$186M
Puts
$237M
Net Calls
-$51M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
KC
451
Kades & Cheifetz
Pennsylvania
$3.43M +$309K +2,871 +10%
WCM
452
Wunderlich Capital Managemnt
Tennessee
$3.43M -$232K -2,154 -6%
LPP
453
Life Planning Partners
Florida
$3.43M +$1.36M +12,608 +65%
IP
454
Investment Partners
Ohio
$3.43M -$1.61K -15 -0%
IWS
455
Insight Wealth Strategies
California
$3.43M +$167K +1,554 +5%
SWA
456
Strategies Wealth Advisors
Michigan
$3.41M -$1.29M -11,983 -27%
Northern Trust
457
Northern Trust
Illinois
$3.38M +$963K +8,954 +40%
CW
458
CreativeOne Wealth
Kansas
$3.36M +$535K +4,973 +19%
KeyBank National Association
459
KeyBank National Association
Ohio
$3.32M -$114K -1,058 -3%
BWM
460
BCGM Wealth Management
Indiana
$3.32M +$145K +1,348 +5%
M
461
MYeCFO
California
$3.31M -$930K -9,768 -22%
FCI
462
Financial Counselors Inc
Kansas
$3.31M -$46.4K -431 -1%
LP
463
LGL Partners
Pennsylvania
$3.28M -$39.7K -369 -1%
GRP
464
Global Retirement Partners
California
$3.25M -$18.3K -170 -0.6%
RCAG
465
Rehmann Capital Advisory Group
Michigan
$3.21M +$56.3K +523 +2%
FWM
466
ForthRight Wealth Management
Georgia
$3.2M -$7.53K -70 -0.2%
CCG
467
Cypress Capital Group
Florida
$3.2M -$78.5K -730 -2%
HFS
468
Hoge Financial Services
Pennsylvania
$3.19M +$349K +3,241 +12%
CA
469
Clearstead Advisors
Ohio
$3.19M +$1.95M +18,253 +157%
VT
470
Vise Technologies
New York
$3.17M -$491K -4,560 -13%
COLIM
471
City of London Investment Management
United Kingdom
$3.16M +$3.16M +29,410 New
TFA
472
Transamerica Financial Advisors
Florida
$3.16M +$3.16M +29,345 +2,934,500%
SHJ
473
Sharkey, Howes & Javer
Colorado
$3.14M -$85.9K -798 -3%
HW
474
Hamilton Wealth
California
$3.14M +$1.65M +15,298 +110%
TFG
475
Tilson Financial Group
New Jersey
$3.13M +$102K +944 +3%