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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 %
FIBT
526
First International Bank & Trust
North Dakota
$2.8M -$309K -2,848 -10%
JWS
527
Juncture Wealth Strategies
Arizona
$2.79M -$36.9K -340 -1%
CFG
528
Cosner Financial Group
Colorado
$2.79M -$1.59M -14,636 -36%
LBC
529
Lowe Brockenbrough & Co
Virginia
$2.77M -$978 -9 -0%
MA
530
Mutual Advisors
Nebraska
$2.75M +$235K +2,203 +9%
WFPG
531
Waller Financial Planning Group
Ohio
$2.75M +$102K +940 +4%
SCA
532
Snowden Capital Advisors
New York
$2.74M -$15.8K -145 -0.6%
HW
533
Hamilton Wealth
California
$2.74M +$427K +3,929 +18%
FAM
534
Forte Asset Management
New York
$2.74M -$94.6K -871 -3%
CWM
535
Congress Wealth Management
Massachusetts
$2.74M +$51.8K +477 +2%
Susquehanna International Group
536
Susquehanna International Group
Pennsylvania
$2.73M +$1.58M +14,568 +138%
AIM
537
Alhambra Investment Management
Florida
$2.73M -$1.51M -13,894 -36%
MWP
538
Madison Wealth Partners
Wisconsin
$2.7M -$168K -1,547 -6%
SC
539
Stephenson & Company
California
$2.69M – – –
SWM
540
SigFig Wealth Management
California
$2.69M -$3.11M -28,611 -54%
IWP
541
Insight Wealth Partners
Texas
$2.63M +$54.6K +503 +2%
HFS
542
Hoge Financial Services
Pennsylvania
$2.6M +$29.3K +270 +1%
GFWA
543
Grey Fox Wealth Advisors
Delaware
$2.59M +$468K +4,304 +22%
CCG
544
Cypress Capital Group
Florida
$2.58M -$121K -1,115 -4%
PMG
545
ProVise Management Group
Florida
$2.55M +$1.22M +11,260 +92%
WS
546
Wedbush Securities
California
$2.54M +$499K +4,593 +24%
VWM
547
Venturi Wealth Management
Texas
$2.52M +$85.1K +783 +3%
CPCP
548
Cedar Point Capital Partners
Iowa
$2.51M -$126K -1,156 -5%
CFC
549
Client First Capital
California
$2.51M +$2.51M +23,078 New
WIM
550
Westside Investment Management
California
$2.49M +$8.25K +76 +0.3%
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