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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 %
GSIAS
501
Garden State Investment Advisory Services
New Jersey
$2.3M -$210K -2,051 -8%
AF
502
Apexium Financial
Texas
$2.3M -$786K -7,669 -25%
PMG
503
ProVise Management Group
Florida
$2.3M -$48.6K -474 -2%
SYBT
504
Stock Yards Bank & Trust
Kentucky
$2.29M -$146K -1,420 -6%
WS
505
Wedbush Securities
California
$2.29M -$433K -4,220 -16%
WT
506
Whittier Trust
California
$2.28M -$555K -5,417 -20%
CPP
507
Capasso Planning Partners
South Carolina
$2.27M -$590K -5,755 -21%
CG
508
Cynosure Group
Utah
$2.26M +$1.92M +18,731 +571%
WAL
509
W Advisors LLC
Tennessee
$2.25M -$140K -1,364 -6%
MWM
510
McNaughton Wealth Management
California
$2.24M -$617K -6,017 -22%
CW
511
CreativeOne Wealth
Kansas
$2.21M -$114K -1,116 -5%
RA
512
Regis Acquisition
Colorado
$2.21M -$838K -8,172 -28%
MIA
513
MainStreet Investment Advisors
Illinois
$2.2M -$249K -2,431 -10%
CGFA
514
Colton Groome Financial Advisors
North Carolina
$2.17M -$98.4K -960 -4%
APW
515
Acima Private Wealth
Virginia
$2.16M +$38.7K +377 +2%
LL
516
LPWM LLC
Minnesota
$2.14M -$134K -1,310 -6%
WIM
517
Westside Investment Management
California
$2.12M +$172K +1,679 +9%
IWP
518
Insight Wealth Partners
Texas
$2.12M -$32K -312 -1%
William Blair & Company
519
William Blair & Company
Illinois
$2.12M -$455K -4,436 -18%
LFAS
520
Level Four Advisory Services
Texas
$2.11M +$494K +4,814 +31%
PTC
521
Philadelphia Trust Company
Pennsylvania
$2.11M – – –
BMCM
522
Bryn Mawr Capital Management
Pennsylvania
$2.09M +$75.5K +736 +4%
WA
523
Wealthstar Advisors
Texas
$2.09M +$8.61K +84 +0.4%
OC
524
Oppenheimer & Co
New York
$2.09M +$52.7K +514 +3%
IA
525
IFP Advisors
Florida
$2.08M -$333K -3,250 -14%
19 20
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