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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+12
Holders Change %
+1%
% of All Funds
19.13%
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
Envestnet Asset Management
Illinois
+$216M
2
Creative Planning
Creative Planning
Kansas
+$118M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$86.9M
4
AC
Allstate Corporation
Illinois
+$64.1M
5
LPL Financial
LPL Financial
California
+$55.4M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$258M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$196M
3
FWI
Facet Wealth Inc
Maryland
-$69.3M
4
UBS Group
UBS Group
Switzerland
-$43.6M
5
MNG
Manning & Napier Group
New York
-$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
476
Zions Bancorporation
Utah
$2.66M +$815K +7,640 +44%
FWM
477
ForthRight Wealth Management
Georgia
$2.64M -$4.92M -46,059 -65%
RWI
478
Red Wave Investments
Pennsylvania
$2.63M -$496K -4,650 -16%
TCM
479
Twele Capital Management
Minnesota
$2.63M +$29.8K +279 +1%
GSIAS
480
Garden State Investment Advisory Services
New Jersey
$2.62M -$39.4K -369 -1%
EWA
481
Etesian Wealth Advisors
Oregon
$2.61M +$4.91K +46 +0.2%
FNBOSM
482
First National Bank of South Miami
Florida
$2.6M – – –
BCP
483
Blue Chip Partners
Michigan
$2.59M +$11.5K +108 +0.4%
VT
484
Vise Technologies
New York
$2.58M +$90.8K +851 +4%
KC
485
Kades & Cheifetz
Pennsylvania
$2.58M +$43.2K +405 +2%
BFO
486
Biltmore Family Office
North Carolina
$2.57M +$560K +5,248 +28%
MIA
487
MainStreet Investment Advisors
Illinois
$2.55M -$140K -1,311 -5%
FHB
488
First Hawaiian Bank
Hawaii
$2.54M – – –
SYBT
489
Stock Yards Bank & Trust
Kentucky
$2.53M -$17.6K -165 -0.7%
FPAS
490
Focus Partners Advisor Solutions
Missouri
$2.53M +$83.6K +783 +3%
IA
491
IFP Advisors
Florida
$2.51M +$69.7K +653 +3%
WAL
492
W Advisors LLC
Tennessee
$2.49M -$118K -1,107 -5%
SWG
493
Summit Wealth Group
Vermont
$2.49M -$258M -2,421,770 -99%
PMG
494
ProVise Management Group
Florida
$2.44M +$1.06M +9,909 +76%
DPI
495
Diversified Portfolios Inc
Michigan
$2.42M +$1.11M +10,360 +84%
GRP
496
Global Retirement Partners
California
$2.42M -$61.9K -580 -2%
CW
497
CreativeOne Wealth
Kansas
$2.42M -$132K -1,241 -5%
CFA
498
Capstone Financial Advisors
Illinois
$2.4M -$26.1K -245 -1%
GL
499
Graypoint LLC
New York
$2.39M -$15.5K -145 -0.6%
NGA
500
Naples Global Advisors
Florida
$2.39M +$57.6K +540 +2%
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