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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 %
T
501
TNF
Montana
$3.09M -$2.23M -20,879 -42%
VCP
502
Verus Capital Partners
Arizona
$3.07M +$412K +3,797 +15%
SIA
503
Schechter Investment Advisors
Michigan
$3.07M +$772K +7,103 +34%
CAG
504
Csenge Advisory Group
Florida
$3.07M +$424K +3,937 +16%
AWP
505
Avid Wealth Partners
Texas
$3.06M +$1.02M +9,347 +50%
SWIM
506
Smallwood Wealth Investment Management
New Jersey
$3.04M -$11.4K -105 -0.4%
BAAM
507
Baker Avenue Asset Management
California
$3.01M +$854K +7,858 +40%
PAG
508
Paladin Advisory Group
Iowa
$2.99M +$60.7K +559 +2%
PP
509
Prosperity Planning
Missouri
$2.99M -$2.92M -27,389 Closed
QCM
510
Quantinno Capital Management
New York
$2.98M +$645K +5,939 +28%
PA
511
Procyon Advisors
Connecticut
$2.97M -$86.9K -800 -3%
LP
512
LGL Partners
Pennsylvania
$2.95M +$56.1K +516 +2%
AWMNH
513
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.94M +$217 +2 +0%
CCM
514
Crabel Capital Management
California
$2.93M +$1.43M +13,194 +96%
CWM
515
Cornerstone Wealth Management
Missouri
$2.91M +$2.93K +27 +0.1%
CGFA
516
Colton Groome Financial Advisors
North Carolina
$2.9M -$285K -2,620 -9%
SP
517
SWS Partners
Ohio
$2.9M +$11K +101 +0.4%
SGCA
518
Steel Grove Capital Advisors
Tennessee
$2.9M -$681K -6,265 -19%
BCG
519
Breakwater Capital Group
New Jersey
$2.85M +$61.4K +565 +2%
AWM
520
Accurate Wealth Management
Florida
$2.84M +$145K +1,340 +5%
SWA
521
Strategies Wealth Advisors
Michigan
$2.83M -$582K -5,357 -17%
WLIM
522
White Lighthouse Investment Management
Massachusetts
$2.82M +$604K +5,560 +27%
Nuveen Asset Management
523
Nuveen Asset Management
Illinois
$2.82M +$2.82M +25,922 New
SF
524
Symphony Financial
Texas
$2.8M +$60.7K +559 +2%
JJBC
525
James J. Burns & Company
New York
$2.8M -$185K -1,705 -6%
19 20
21
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