MUB icon

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.

New
Increased
Maintained
Reduced
Closed
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
Wealthfront Advisers
1
Wealthfront Advisers
California
$884M
2
CSIA
2
Charles Schwab Investment Advisory
California
$980M
3
CC
3
Centiva Capital
New York
$248M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.01B
5
AC
5
Allstate Corporation
Illinois
$324M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.55B
2
MNG
2
Manning & Napier Group
New York
$45.4M
3
Barclays
3
Barclays
United Kingdom
$0
4
SEI Investments
4
SEI Investments
Pennsylvania
$394M
5
Franklin Resources
5
Franklin Resources
California
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
476
Strategic Blueprint
Georgia
$2.6M -$280K -2,735 -10%
AWM
477
Accurate Wealth Management
Florida
$2.6M +$1.4M +13,777 +117%
API
478
Advisor Partners II
California
$2.59M -$8.69M -84,772 -77%
MGIA
479
Moneta Group Investment Advisors
Missouri
$2.58M -$421K -4,101 -14%
IWM
480
IHT Wealth Management
Illinois
$2.57M +$919K +8,963 +56%
PWM
481
Paulson Wealth Management
Illinois
$2.56M -$51.6K -503 -2%
KC
482
Kades & Cheifetz
Pennsylvania
$2.56M +$82.8K +807 +3%
TCA
483
Transcend Capital Advisors
New Jersey
$2.55M +$1.82M +17,770 +249%
PAG
484
Paladin Advisory Group
Iowa
$2.53M +$319K +3,113 +14%
FWM
485
ForthRight Wealth Management
Georgia
$2.52M -$11.3K -110 -0.4%
AWMNH
486
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.51M -$66.9K -652 -3%
RWI
487
Red Wave Investments
Pennsylvania
$2.48M -$47.5K -463 -2%
FHB
488
First Hawaiian Bank
Hawaii
$2.45M +$3.18K +31 +0.1%
TFG
489
Tilson Financial Group
New Jersey
$2.45M +$2.45M +23,852 New
EWA
490
Etesian Wealth Advisors
Oregon
$2.41M -$98.4K -960 -4%
CA
491
Continuum Advisory
Idaho
$2.39M +$940K +9,166 +65%
FAT
492
First American Trust
California
$2.39M +$95.6K +932 +4%
TCM
493
Twele Capital Management
Minnesota
$2.38M -$147K -1,432 -6%
PA
494
Parallel Advisors
California
$2.35M +$506K +4,930 +27%
LFP
495
Leeward Financial Partners
Washington
$2.34M +$187K +1,827 +9%
AWA
496
Aletheian Wealth Advisors
Washington
$2.34M -$1.7M -16,582 -42%
WMR
497
Wealth Management Resources
Rhode Island
$2.34M +$1.94M +18,071 +479%
CA
498
Clearstead Advisors
Ohio
$2.34M +$2.23M +21,762 +2,105%
GRP
499
Global Retirement Partners
California
$2.33M +$24.7K +243 +1%
CFA
500
Capstone Financial Advisors
Illinois
$2.32M +$15.7K +153 +0.7%
18 19
20
21 22