MUB icon

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 %
JFG
526
Jefferies Financial Group
New York
$2.08M +$6.26K +61 +0.3%
ONB
527
Old National Bancorp
Indiana
$2.07M +$206K +2,008 +11%
FPAS
528
Focus Partners Advisor Solutions
Missouri
$2.07M -$354K -3,454 -15%
TCM
529
Traynor Capital Management
Pennsylvania
$2.07M -$131K -1,274 -6%
CIA
530
Capital Investment Advisors
Georgia
$2.06M +$51.3K +500 +3%
SHJ
531
Sharkey, Howes & Javer
Colorado
$2.03M +$360K +3,508 +22%
PG
532
Patten Group
Tennessee
$2.01M +$313K +3,051 +18%
JIC
533
Joel Isaacson & Co
New York
$1.99M +$12.6K +123 +0.6%
SCM
534
SOL Capital Management
Maryland
$1.97M +$1.97M +19,242 New
FTS
535
Fifth Third Securities
Ohio
$1.97M +$233K +2,272 +13%
LWA
536
LWS Wealth Advisors
New Jersey
$1.95M +$607K +5,924 +45%
SIAP
537
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.93M +$181K +1,770 +10%
USCWA
538
U.S. Capital Wealth Advisors
Texas
$1.92M +$219K +2,132 +13%
DIA
539
Dean Investment Associates
Ohio
$1.91M -$44.4K -433 -2%
SW
540
Simplicity Wealth
New Jersey
$1.9M +$366K +3,568 +24%
FA
541
FC Advisory
Pennsylvania
$1.9M +$84.3K +822 +5%
FWM
542
Fairhaven Wealth Management
Illinois
$1.88M +$94K +917 +5%
CAG
543
Csenge Advisory Group
Florida
$1.87M +$358K +3,494 +24%
CWM
544
Calamos Wealth Management
Illinois
$1.87M +$560K +5,464 +43%
SPWG
545
Syntegra Private Wealth Group
Missouri
$1.86M +$322K +3,144 +21%
HSG
546
Helen Stephens Group
Texas
$1.86M -$261K -2,543 -12%
SWA
547
Safir Wealth Advisors
New Hampshire
$1.84M +$145K +1,415 +9%
WLIM
548
White Lighthouse Investment Management
Massachusetts
$1.84M – – –
ARG
549
Advisory Resource Group
Oklahoma
$1.84M +$155K +1,514 +9%
CWA
550
Consilio Wealth Advisors
Washington
$1.84M -$32.9K -324 -2%
20 21
22
23 24