MUB icon

iShares National Muni Bond ETF
MUB

Overview Fund Activity

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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.92B
2
FCBT
First Citizens Bank & Trust
North Carolina
$352M
3
Wealthfront Advisers
Wealthfront Advisers
California
$311M
4
CIA
Choate Investment Advisors
Massachusetts
$118M
5
US Bancorp
US Bancorp
Minnesota
$676M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.6B
2
Bank of America
Bank of America
North Carolina
$2.22B
3
Natixis Advisors
Natixis Advisors
Massachusetts
$13.2M
4
BlackRock
BlackRock
New York
$106M
5
Morgan Stanley
Morgan Stanley
New York
$610M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
501
Naples Global Advisors
Florida
$2.35M +$238K +2,210 +11%
PGFC
502
Peapack-Gladstone Financial Corp
New Jersey
$2.3M +$269K +2,505 +13%
SSA
503
Schonfeld Strategic Advisors
New York
$2.3M +$2.3M +21,337 New
IC
504
Inscription Capital
Texas
$2.25M +$926K +8,595 +70%
CWM
505
Congress Wealth Management
Massachusetts
$2.23M -$33.9K -315 -1%
PTC
506
Philadelphia Trust Company
Pennsylvania
$2.21M – – –
Neuberger Berman Group
507
Neuberger Berman Group
New York
$2.2M -$9.29M -86,247 -81%
AWM
508
Axxcess Wealth Management
California
$2.2M -$530K -4,923 -19%
PAG
509
Paladin Advisory Group
Iowa
$2.19M +$2.19M +20,306 New
WA
510
Wealthstar Advisors
Texas
$2.19M -$431 -4 -0%
AFP
511
Ausdal Financial Partners
Iowa
$2.18M +$2.16K +20 +0.1%
JFG
512
Jefferies Financial Group
New York
$2.17M +$20K +186 +0.9%
DIA
513
Dean Investment Associates
Ohio
$2.17M +$32.4K +301 +2%
CIA
514
Capital Investment Advisors
Georgia
$2.17M -$149K -1,381 -6%
APW
515
Acima Private Wealth
Virginia
$2.15M -$514K -4,771 -19%
BMCM
516
Bryn Mawr Capital Management
Pennsylvania
$2.12M – – –
LL
517
LPWM LLC
Minnesota
$2.12M +$739K +6,859 +54%
CCMG
518
Clark Capital Management Group
Pennsylvania
$2.11M +$202K +1,875 +11%
FAT
519
First American Trust
California
$2.1M -$54.9K -510 -3%
JIC
520
Joel Isaacson & Co
New York
$2.06M +$8.51K +79 +0.4%
USAA
521
United Services Automobile Association
Texas
$2.05M -$90.7K -842 -4%
HFM
522
Hartford Financial Management
Connecticut
$2.04M +$569K +5,285 +39%
FS
523
Ferguson Shapiro
Georgia
$2.04M +$13.5K +125 +0.7%
BFO
524
Biltmore Family Office
North Carolina
$2.03M +$81.7K +758 +4%
CWA
525
Consilio Wealth Advisors
Washington
$2.01M +$89.7K +833 +5%
19 20
21
22 23