MUB icon

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
$1.92B
2
FCBT
First Citizens Bank & Trust
North Carolina
$352M
3
Wealthfront Advisers
Wealthfront Advisers
California
$311M
4
CIA
Choate Investment Advisors
Massachusetts
$118M
5
US Bancorp
US Bancorp
Minnesota
$676M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.6B
2
Bank of America
Bank of America
North Carolina
$2.22B
3
Natixis Advisors
Natixis Advisors
Massachusetts
$13.2M
4
BlackRock
BlackRock
New York
$106M
5
Morgan Stanley
Morgan Stanley
New York
$610M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
551
IHT Wealth Management
Illinois
$1.84M -$148K -1,373 -7%
MWM
552
Modera Wealth Management
New Jersey
$1.82M -$29.7K -276 -2%
WA
553
Wambolt & Associates
Colorado
$1.82M +$1.82M +16,908 New
OC
554
Oppenheimer & Co
New York
$1.82M -$41.8K -388 -2%
SCM
555
Seascape Capital Management
New Hampshire
$1.82M +$46.5K +432 +3%
EGA
556
Eagle Global Advisors
Texas
$1.82M +$3.77K +35 +0.2%
FA
557
FC Advisory
Pennsylvania
$1.82M +$508K +4,713 +39%
FA
558
Faithward Advisors
Pennsylvania
$1.81M +$1.76M +16,390 +3,683%
RA
559
Regis Acquisition
Colorado
$1.8M +$1.8M +16,694 New
PA
560
Procyon Advisors
Connecticut
$1.79M -$80.1K -743 -4%
FNBOMD
561
First National Bank of Mount Dora
Florida
$1.79M +$257K +2,387 +17%
FIBT
562
First International Bank & Trust
North Dakota
$1.79M +$150K +1,393 +9%
ST
563
Spinnaker Trust
Maine
$1.78M – – –
NOI
564
Newton One Investments
Delaware
$1.77M +$7.76K +72 +0.4%
BFA
565
BMS Financial Advisors
South Dakota
$1.76M +$770K +7,143 +78%
BFG
566
Baron Financial Group
New Jersey
$1.76M -$747K -6,930 -30%
RWA
567
Redhawk Wealth Advisors
Minnesota
$1.72M -$3.05M -28,325 -64%
VWA
568
Visionary Wealth Advisors
Illinois
$1.71M -$201K -1,865 -11%
AIP
569
Almanack Investment Partners
Pennsylvania
$1.67M -$70K -650 -4%
BTI
570
Blue Trust Inc
Georgia
$1.66M +$1.16M +10,998 +231%
KFP
571
KMG Fiduciary Partners
Ohio
$1.63M +$186K +1,727 +13%
RFP
572
RCS Financial Planning
Maryland
$1.62M +$234K +2,175 +17%
LWANC
573
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.61M +$121K +1,123 +8%
CA
574
Continuum Advisory
Idaho
$1.6M -$64.9K -602 -4%
GC
575
Guggenheim Capital
Illinois
$1.6M -$695K -6,455 -30%
21 22
23
24 25