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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.

Holders
1,213
Holders Change
+12
Holders Change %
+1%
% of All Funds
19.14%
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
1
Envestnet Asset Management
Illinois
$2.12B
2
Creative Planning
2
Creative Planning
Kansas
$1.18B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$355M
4
AC
4
Allstate Corporation
Illinois
$130M
5
LPL Financial
5
LPL Financial
California
$519M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.49M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$112M
3
FWI
3
Facet Wealth Inc
Maryland
$30.6M
4
UBS Group
4
UBS Group
Switzerland
$302M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.08B
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$135M 1,265,874 +19,171 +2%
CIA
27
Choate Investment Advisors
Massachusetts
$135M 1,260,857 +162,733 +15%
AC
28
Allstate Corporation
Illinois
$130M 1,218,581 +600,795 +97%
S
29
SignatureFD
Georgia
$127M 1,185,863 -25,118 -2%
UCFA
30
United Capital Financial Advisors
Texas
$126M 1,180,738 +30,859 +3%
SFA
31
Sequoia Financial Advisors
Ohio
$120M 1,120,457 -9,041 -0.8%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$117M 1,099,177 -95,988 -8%
Ameriprise
33
Ameriprise
Minnesota
$117M 1,097,517 +32,349 +3%
HighTower Advisors
34
HighTower Advisors
Illinois
$114M 1,072,684 +190,289 +22%
Wealthfront Advisers
35
Wealthfront Advisers
California
$112M 1,051,807 -1,838,890 -64%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$111M 1,040,527 +15,039 +1%
OFG
37
Oxford Financial Group
Indiana
$105M 985,557 +22,390 +2%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$98M 918,226 +147 +0%
PAS
39
Park Avenue Securities
New York
$96M 899,747 +80,558 +10%
FG
40
Foster Group
Iowa
$93.8M 878,964 +14,912 +2%
Citigroup
41
Citigroup
New York
$92.9M 870,232 +24,722 +3%
ACA
42
Ackerman Capital Advisors
Texas
$91.9M 861,424 -7,856 -0.9%
Truist Financial
43
Truist Financial
North Carolina
$90.2M 844,780 +19,065 +2%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$86.8M 812,900 – –
EI
45
Ellevest Inc
New York
$84.4M 791,094 +23,378 +3%
OCM
46
One Capital Management
California
$81.5M 763,339 +143,794 +23%
Corient Private Wealth
47
Corient Private Wealth
Florida
$77.2M 722,957 -18,216 -2%
CAG
48
Crestwood Advisors Group
Massachusetts
$77.1M 722,054 +147,150 +26%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$74.5M 698,069 +66,316 +10%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$73.9M 692,693 -119,811 -15%
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