MUB icon

iShares National Muni Bond ETF

1,201 hedge funds and large institutions have $26.7B invested in iShares National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 519 increasing their positions, 424 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.22%
Holding in Top 10
118
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.84%
% of All Funds
1.89%
New
111
Increased
519
Reduced
424
Closed
82
Calls
$1.94M
Puts
$2.44M
Net Calls
-$497K
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Shares
Change %
CW
476
CreativeOne Wealth
Kansas
$2.57M +$555K +5,150 +27%
FHB
477
First Hawaiian Bank
Hawaii
$2.57M -$923K -8,570 -26%
KL
478
KWMG LLC
Kansas
$2.57M +$191K +1,777 +8%
BAM
479
Belpointe Asset Management
Nevada
$2.56M +$428K +3,971 +20%
KC
480
Kades & Cheifetz
Pennsylvania
$2.56M +$76.4K +709 +3%
AWM
481
Accurate Wealth Management
Florida
$2.54M +$1.92M +17,801 +314%
Verition Fund Management
482
Verition Fund Management
Connecticut
$2.54M +$2.54M +23,530 New
IWP
483
Insight Wealth Partners
Texas
$2.53M +$16.3K +151 +0.6%
TFG
484
Tilson Financial Group
New Jersey
$2.53M -$177K -1,643 -7%
VT
485
Vise Technologies
New York
$2.52M +$276K +2,561 +12%
GRP
486
Global Retirement Partners
California
$2.5M +$411K +3,829 +20%
IA
487
IFP Advisors
Florida
$2.48M -$14.2M -130,479 -85%
Citadel Advisors
488
Citadel Advisors
Florida
$2.47M -$7.8M -72,426 -76%
HSG
489
Helen Stephens Group
Texas
$2.47M -$130K -1,208 -5%
FPAS
490
Focus Partners Advisor Solutions
Missouri
$2.46M -$3.08M -28,606 -56%
SFG
491
Sunburst Financial Group
Alabama
$2.46M -$46.9K -435 -2%
CT
492
Cambridge Trust
Massachusetts
$2.45M -$5.17M -48,011 -68%
GWM
493
Grand Wealth Management
Michigan
$2.45M -$791K -7,344 -24%
CFA
494
Capstone Financial Advisors
Illinois
$2.45M -$19.1K -177 -0.8%
SB
495
Strategic Blueprint
Georgia
$2.45M +$387K +3,591 +19%
GL
496
Graypoint LLC
New York
$2.43M -$114K -1,061 -4%
FWP
497
FAS Wealth Partners
Kansas
$2.42M -$1.11M -10,276 -31%
IWMA
498
Ironwood Wealth Management (Arizona)
Arizona
$2.4M +$136K +1,258 +6%
JWS
499
Juncture Wealth Strategies
Arizona
$2.39M +$421K +3,911 +21%
WA
500
WBH Advisory
Maryland
$2.38M +$2.38M +22,121 New