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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
+$422M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$308M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$242M
4
CIA
Choate Investment Advisors
Massachusetts
+$96.1M
5
US Bancorp
US Bancorp
Minnesota
+$58.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$582M
2
Bank of America
Bank of America
North Carolina
-$332M
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$109M
4
BlackRock
BlackRock
New York
-$94M
5
Morgan Stanley
Morgan Stanley
New York
-$71.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
526
Baker Avenue Asset Management
California
$1.99M +$402K +3,729 +25%
FCIM
527
Fairview Capital Investment Management
California
$1.98M +$544K +5,050 +38%
SHIM
528
Stone House Investment Management
Pennsylvania
$1.98M +$261K +2,425 +15%
BFA
529
Beaumont Financial Advisors
Massachusetts
$1.98M -$26K -241 -1%
WJA
530
Willis Johnson & Associates
Texas
$1.96M +$152K +1,414 +8%
WIM
531
Westside Investment Management
California
$1.96M +$25.1K +233 +1%
RIM
532
Rockbridge Investment Management
New York
$1.96M – – –
IWA
533
Intercontinental Wealth Advisors
Texas
$1.96M +$1.96M +18,151 New
PA
534
Parallel Advisors
California
$1.95M +$905K +8,404 +87%
WLIM
535
White Lighthouse Investment Management
Massachusetts
$1.94M -$25.9K -240 -1%
SFP
536
Sterling Financial Planning
New Jersey
$1.93M -$1.18M -10,917 -38%
CWS
537
Cypress Wealth Services
California
$1.92M +$97.3K +903 +5%
NL
538
NWAM LLC
Washington
$1.91M -$199K -1,845 -9%
VNA
539
Valley National Advisers
Pennsylvania
$1.9M -$147K -1,371 -7%
CWP
540
Concord Wealth Partners
Virginia
$1.87M -$565K -5,246 -23%
MCA
541
MSH Capital Advisors
Arizona
$1.87M +$781K +7,247 +72%
SF
542
Summit Financial
New Jersey
$1.87M +$7.87K +73 +0.4%
LFS
543
Legacy Financial Strategies
Kansas
$1.87M +$295K +2,742 +19%
ZB
544
Zions Bancorporation
Utah
$1.86M -$44.9M -417,040 -96%
BFEC
545
Benjamin F. Edwards & Company
Missouri
$1.86M +$250K +2,321 +16%
SA
546
Sunesis Advisors
Kansas
$1.86M – – –
WA
547
Wealth Alliance
New York
$1.85M +$185K +1,717 +11%
EFG
548
Everhart Financial Group
Ohio
$1.85M +$51.9K +482 +3%
EWM
549
Endurance Wealth Management
Rhode Island
$1.84M +$21.6K +200 +1%
SIAP
550
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.84M +$40.4K +375 +2%
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