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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 %
FAT
501
First American Trust
California
$2.39M +$309K +2,895 +15%
IWMA
502
Ironwood Wealth Management (Arizona)
Arizona
$2.38M +$12.4K +116 +0.5%
LL
503
LPWM LLC
Minnesota
$2.38M +$282K +2,644 +13%
CGFA
504
Colton Groome Financial Advisors
North Carolina
$2.36M +$1.2M +11,267 +104%
PAG
505
Paladin Advisory Group
Iowa
$2.3M +$129K +1,206 +6%
TCM
506
Traynor Capital Management
Pennsylvania
$2.29M -$310K -2,905 -12%
GWM
507
Grand Wealth Management
Michigan
$2.28M -$145K -1,354 -6%
FWP
508
FAS Wealth Partners
Kansas
$2.28M -$118K -1,101 -5%
CIAS
509
CFS Investment Advisory Services
New Jersey
$2.27M +$2.27M +21,288 New
HFM
510
Hartford Financial Management
Connecticut
$2.25M +$231K +2,160 +11%
AWM
511
Axxcess Wealth Management
California
$2.25M +$70.7K +662 +3%
LFP
512
Leeward Financial Partners
Washington
$2.25M +$945K +8,853 +73%
LFS
513
Legacy Financial Strategies
Kansas
$2.25M +$394K +3,696 +21%
IWP
514
Insight Wealth Partners
Texas
$2.24M -$264K -2,478 -11%
MFWM
515
Motley Fool Wealth Management
Virginia
$2.24M +$2.24M +21,012 New
APW
516
Acima Private Wealth
Virginia
$2.21M +$78.9K +739 +4%
HSG
517
Helen Stephens Group
Texas
$2.2M -$245K -2,293 -10%
PTC
518
Philadelphia Trust Company
Pennsylvania
$2.19M – – –
WA
519
Wealthstar Advisors
Texas
$2.16M -$2.88K -27 -0.1%
JFG
520
Jefferies Financial Group
New York
$2.15M +$107 +1 +0%
AFP
521
Ausdal Financial Partners
Iowa
$2.12M -$31.9K -299 -1%
OC
522
Oppenheimer & Co
New York
$2.12M +$316K +2,960 +18%
KFP
523
KMG Fiduciary Partners
Ohio
$2.1M +$487K +4,567 +30%
CWM
524
Congress Wealth Management
Massachusetts
$2.1M -$111K -1,041 -5%
BMCM
525
Bryn Mawr Capital Management
Pennsylvania
$2.1M – – –
19 20
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