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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.

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

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$1.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.54B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$216M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.4M
5
SP
Symmetry Partners
Connecticut
$7.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
476
Pure Financial Advisors
California
$3.45M +$210K +1,933 +6%
VT
477
Vise Technologies
New York
$3.42M +$19.9K +183 +0.6%
GBT
478
Grove Bank & Trust
Florida
$3.39M +$76.8K +707 +2%
FPAS
479
Focus Partners Advisor Solutions
Missouri
$3.39M +$2.94M +27,086 +663%
JSA
480
Jacobson & Schmitt Advisors
Wisconsin
$3.39M +$9.99K +92 +0.3%
MFG
481
Mainsail Financial Group
Washington
$3.38M +$943K +8,757 +39%
IP
482
Investment Partners
Ohio
$3.36M -$286K -2,629 -8%
AIA
483
Armor Investment Advisors
North Carolina
$3.33M +$447K +4,111 +15%
SIAP
484
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.32M +$211K +1,945 +7%
FCC
485
Florin Court Capital
United Kingdom
$3.29M +$1.81M +16,700 +123%
BFS
486
Bare Financial Services
Pennsylvania
$3.27M +$525K +4,829 +19%
D
487
Diversified
Delaware
$3.25M +$327K +3,012 +11%
DE
488
Diversified Enterprises
Delaware
$3.25M +$3.25M +29,963 New
UWPG
489
Ullmann Wealth Partners Group
Florida
$3.24M -$47.1K -434 -1%
KL
490
KWMG LLC
Kansas
$3.23M +$104K +955 +3%
SW
491
SteelPeak Wealth
California
$3.22M -$84.2K -775 -3%
LFP
492
Leeward Financial Partners
Washington
$3.22M +$58.1K +535 +2%
TF
493
Theory Financial
Colorado
$3.19M +$20.8K +194 +0.7%
PWS
494
Physician Wealth Solutions
Nevada
$3.19M +$349K +3,265 +12%
DA
495
Detalus Advisors
Missouri
$3.18M -$489K -4,502 -13%
Millennium Management
496
Millennium Management
New York
$3.16M +$470K +4,326 +17%
TWM
497
Thrive Wealth Management
Pennsylvania
$3.15M +$2.82K +26 +0.1%
TFA
498
Transamerica Financial Advisors
Florida
$3.1M -$90.5K -833 -3%
MHR
499
Matthew Hamilton Rosenberg
$3.09M +$115K +1,060 +4%
PWM
500
Paulson Wealth Management
Illinois
$3.09M +$142K +1,305 +5%
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