MUB icon

iShares National Muni Bond ETF

1,364 hedge funds and large institutions have $32.7B invested in iShares National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 599 increasing their positions, 458 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.77%
Holding in Top 10
118
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-10.61%
% of All Funds
1.71%
New
111
Increased
599
Reduced
458
Closed
95
Calls
$186M
Puts
$237M
Net Calls
-$51M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
476
Brio Consultants
California
$3.12M -$46.2K -429 -1%
DAS
477
Diversify Advisory Services
Utah
$3.12M +$3.12M +29,163 New
CWM
478
Cornerstone Wealth Management
Missouri
$3.11M +$106K +984 +4%
KL
479
KWMG LLC
Kansas
$3.08M +$343K +3,191 +13%
PA
480
Procyon Advisors
Connecticut
$3.06M -$255K -2,373 -8%
HPFG
481
Hart & Patterson Financial Group
Massachusetts
$3.03M +$244K +2,266 +9%
LFP
482
Leeward Financial Partners
Washington
$3.02M +$302K +2,806 +11%
SIAP
483
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.02M +$547K +5,080 +22%
SC
484
Stephenson & Company
California
$2.99M -$83.8K -779 -3%
FAT
485
First American Trust
California
$2.98M +$425K +3,948 +17%
BCG
486
Breakwater Capital Group
New Jersey
$2.97M -$75.9K -705 -2%
MWP
487
Madison Wealth Partners
Wisconsin
$2.96M -$26.4K -245 -0.9%
WFPG
488
Waller Financial Planning Group
Ohio
$2.96M -$284K -2,642 -9%
BHWM
489
Beaird Harris Wealth Management
Texas
$2.95M +$13.7K +127 +0.5%
PP
490
Prosperity Planning
Missouri
$2.94M -$2.93M
CWM
491
Congress Wealth Management
Massachusetts
$2.92M -$342K -3,178 -10%
DW
492
Durante & Waters
New York
$2.92M +$496K +4,607 +20%
FIBT
493
First International Bank & Trust
North Dakota
$2.9M +$84.9K +789 +3%
PPWP
494
Premier Path Wealth Partners
New Jersey
$2.9M -$1.7M -14,455 -37%
JSA
495
Jacobson & Schmitt Advisors
Wisconsin
$2.88M -$5.6K -52 -0.2%
SFP
496
Sterling Financial Planning
New Jersey
$2.87M -$118K -1,098 -4%
LA
497
Lifeworks Advisors
Michigan
$2.86M +$1.22M +11,296 +74%
EWG
498
Executive Wealth Group
Washington
$2.85M +$1.9M +17,637 +201%
SCA
499
Snowden Capital Advisors
New York
$2.81M +$1.93M +17,942 +219%
IWP
500
Insight Wealth Partners
Texas
$2.81M +$557K +5,176 +25%