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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,388 hedge funds and large institutions have $34.6B invested in iShares National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 645 increasing their positions, 427 reducing their positions, and 58 closing their positions.

Holders
1,388
Holders Change
+52
Holders Change %
+3.89%
% of All Funds
20.08%
Holding in Top 10
109
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.84%
% of All Funds
1.58%
New
124
Increased
645
Reduced
427
Closed
58
Calls
$55M
Puts
$46.3M
Net Calls
+$8.65M
Net Calls Change
+$189M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.78B
2
US Bancorp
2
US Bancorp
Minnesota
$745M
3
Morgan Stanley
3
Morgan Stanley
New York
$850M
4
Betterment LLC
4
Betterment LLC
New York
$1.83B
5
FWI
5
Facet Wealth Inc
Maryland
$156M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$1.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.54B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$216M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$10.4M
5
SP
5
Symmetry Partners
Connecticut
$7.15M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$266M 2,449,651 +96,975 +4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$216M 1,987,803 -492,538 -20%
Mariner
28
Mariner
Kansas
$185M 1,705,736 +37,871 +2%
HighTower Advisors
29
HighTower Advisors
Illinois
$182M 1,677,413 +193,080 +13%
MML Investors Services
30
MML Investors Services
Massachusetts
$164M 1,505,729 +79,397 +6%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$162M 1,494,392 +83,231 +6%
FWI
32
Facet Wealth Inc
Maryland
$156M 1,463,802 +1,035,414 +242%
Ameriprise
33
Ameriprise
Minnesota
$151M 1,394,143 +9,677 +0.7%
CIA
34
Choate Investment Advisors
Massachusetts
$150M 1,382,615 +205,584 +17%
S
35
SignatureFD
Georgia
$147M 1,354,731 -45,108 -3%
OCM
36
One Capital Management
California
$135M 1,239,116 +149,786 +14%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$131M 1,208,041 +156,322 +15%
Goldman Sachs
38
Goldman Sachs
New York
$130M 1,196,239 -245,695 -17%
CCWA
39
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$120M 1,108,066 -9,418 -0.8%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$114M 1,048,318 +131,184 +14%
SFA
41
Sequoia Financial Advisors
Ohio
$111M 1,023,495 +12,588 +1%
AAS
42
Avantax Advisory Services
Texas
$106M 978,866 +48,550 +5%
OFG
43
Oxford Financial Group
Indiana
$105M 967,578 -9,169 -0.9%
PAS
44
Park Avenue Securities
New York
$103M 948,428 -24,530 -3%
EI
45
Ellevest Inc
New York
$103M 944,231 +23,500 +3%
EWA
46
EP Wealth Advisors
California
$102M 940,337 +32,093 +4%
Truist Financial
47
Truist Financial
North Carolina
$97.4M 896,287 -22,008 -2%
BL
48
Balentine LLC
Georgia
$96.2M 885,803 +698,834 +374%
Citigroup
49
Citigroup
New York
$93.8M 863,380 -28,718 -3%
OIA
50
OneDigital Investment Advisors
Kansas
$88M 810,380 +31,965 +4%
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