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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.

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
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.27B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$884M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$578M
4
CSIA
4
Charles Schwab Investment Advisory
California
$980M
5
CC
5
Centiva Capital
New York
$248M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.55B
2
Barclays
2
Barclays
United Kingdom
$0
3
SEI Investments
3
SEI Investments
Pennsylvania
$394M
4
Franklin Resources
4
Franklin Resources
California
$11.6M
5
PFO
5
Pathstone Family Office
New Jersey
$8.49M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$203M 1,977,734 +11,168 +0.6%
Osaic Holdings
27
Osaic Holdings
Arizona
$184M 1,794,195 +258,375 +17%
MML Investors Services
28
MML Investors Services
Massachusetts
$154M 1,503,006 +30,740 +2%
Mariner
29
Mariner
Kansas
$144M 1,408,274 +66,004 +5%
Goldman Sachs
30
Goldman Sachs
New York
$135M 1,319,809 +53,935 +4%
BlackRock
31
BlackRock
New York
$123M 1,203,054 +555,655 +86%
CIA
32
Choate Investment Advisors
Massachusetts
$122M 1,188,651 -72,206 -6%
S
33
SignatureFD
Georgia
$119M 1,162,970 -22,893 -2%
Ameriprise
34
Ameriprise
Minnesota
$118M 1,151,863 +54,346 +5%
HighTower Advisors
35
HighTower Advisors
Illinois
$117M 1,142,892 +70,208 +7%
SFA
36
Sequoia Financial Advisors
Ohio
$109M 1,067,654 -52,803 -5%
UCFA
37
United Capital Financial Advisors
Texas
$106M 1,035,202 -145,536 -12%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$106M 1,031,279 -9,248 -0.9%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$103M 1,006,235 -92,942 -8%
OFG
40
Oxford Financial Group
Indiana
$101M 983,581 -1,976 -0.2%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$95.7M 932,900 +120,000 +15%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$93.8M 914,724 -3,502 -0.4%
FG
43
Foster Group
Iowa
$92.8M 905,251 +26,287 +3%
Truist Financial
44
Truist Financial
North Carolina
$91.3M 890,483 +45,703 +5%
PAS
45
Park Avenue Securities
New York
$90.3M 880,317 -19,430 -2%
Citigroup
46
Citigroup
New York
$88.7M 864,676 -5,556 -0.6%
EI
47
Ellevest Inc
New York
$85.5M 834,194 +43,100 +5%
OCM
48
One Capital Management
California
$82.2M 801,539 +38,200 +5%
Corient Private Wealth
49
Corient Private Wealth
Florida
$77.5M 755,333 +32,376 +4%
CAG
50
Crestwood Advisors Group
Massachusetts
$76M 741,443 +19,389 +3%
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