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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,336 hedge funds and large institutions have $32.5B invested in iShares National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 633 increasing their positions, 427 reducing their positions, and 116 closing their positions.

Holders
1,336
Holders Change
-28
Holders Change %
-2.05%
% of All Funds
19.44%
Holding in Top 10
117
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.85%
% of All Funds
1.7%
New
106
Increased
633
Reduced
427
Closed
116
Calls
$6.12M
Puts
$187M
Net Calls
-$181M
Net Calls Change
-$130M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$918M
2
Betterment LLC
2
Betterment LLC
New York
$1.68B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$264M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.97B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$778M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
Jane Street
3
Jane Street
New York
$6.17M
4
US Bancorp
4
US Bancorp
Minnesota
$532M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.75B
Name Market Value Shares Shares
Change 		Shares
Change %
FCBT
26
First Citizens Bank & Trust
North Carolina
$260M 2,442,225 -430,787 -15%
AssetMark Inc
27
AssetMark Inc
California
$251M 2,352,676 +201,033 +9%
Mariner
28
Mariner
Kansas
$178M 1,667,865 +126,440 +8%
HighTower Advisors
29
HighTower Advisors
Illinois
$158M 1,484,333 +46,307 +3%
Goldman Sachs
30
Goldman Sachs
New York
$154M 1,441,934 -403,710 -22%
MML Investors Services
31
MML Investors Services
Massachusetts
$152M 1,426,332 -90,946 -6%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$150M 1,411,161 -83,530 -6%
S
33
SignatureFD
Georgia
$149M 1,399,839 +37,296 +3%
Ameriprise
34
Ameriprise
Minnesota
$148M 1,384,466 +8,787 +0.6%
CIA
35
Choate Investment Advisors
Massachusetts
$125M 1,177,031 -252,293 -18%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$119M 1,117,484 -2,177 -0.2%
OCM
37
One Capital Management
California
$116M 1,089,330 +167,453 +18%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$112M 1,051,719 +70,288 +7%
SFA
39
Sequoia Financial Advisors
Ohio
$108M 1,010,907 -50,127 -5%
Osaic Holdings
40
Osaic Holdings
Arizona
$104M 979,145 +182,856 +23%
OFG
41
Oxford Financial Group
Indiana
$104M 976,747 +20,193 +2%
PAS
42
Park Avenue Securities
New York
$104M 972,958 +21,686 +2%
AAS
43
Avantax Advisory Services
Texas
$99.1M 930,316 -35,688 -4%
EI
44
Ellevest Inc
New York
$98.1M 920,731 +38,999 +4%
Truist Financial
45
Truist Financial
North Carolina
$97.8M 918,295 -98,476 -10%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$97.7M 917,134 +27,164 +3%
EWA
47
EP Wealth Advisors
California
$96.8M 908,244 -43,080 -5%
Citigroup
48
Citigroup
New York
$95.1M 892,098 +21,571 +2%
Corient Private Wealth
49
Corient Private Wealth
Florida
$83.4M 782,213 -24,308 -3%
OIA
50
OneDigital Investment Advisors
Kansas
$82.9M 778,415 +76,869 +11%
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