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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,213 hedge funds and large institutions have $27.5B invested in iShares National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 518 increasing their positions, 431 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+12
Holders Change %
+1%
% of All Funds
19.13%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
1.59%
New
92
Increased
518
Reduced
431
Closed
69
Calls
$1.35M
Puts
$3.17M
Net Calls
-$1.83M
Net Calls Change
-$1.33M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$216M
2
Creative Planning
Creative Planning
Kansas
+$118M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$86.9M
4
AC
Allstate Corporation
Illinois
+$64.1M
5
LPL Financial
LPL Financial
California
+$55.4M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$258M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$196M
3
FWI
Facet Wealth Inc
Maryland
-$69.3M
4
UBS Group
UBS Group
Switzerland
-$43.6M
5
MNG
Manning & Napier Group
New York
-$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
551
Endurance Wealth Management
Rhode Island
$1.86M +$32K +300 +2%
EWS
552
Evergreen Wealth Solutions
Pennsylvania
$1.86M +$596K +5,585 +47%
BWP
553
BSW Wealth Partners
Colorado
$1.85M -$782K -7,327 -30%
FNBOMD
554
First National Bank of Mount Dora
Florida
$1.85M +$75.8K +710 +4%
BFEC
555
Benjamin F. Edwards & Company
Missouri
$1.82M -$20.9K -196 -1%
SIAP
556
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.82M – – –
IWA
557
Intercontinental Wealth Advisors
Texas
$1.82M -$122K -1,143 -6%
FTS
558
Fifth Third Securities
Ohio
$1.8M +$278K +2,607 +18%
SCM
559
Seascape Capital Management
New Hampshire
$1.8M – – –
USCWA
560
U.S. Capital Wealth Advisors
Texas
$1.77M +$271K +2,537 +18%
PG
561
Patten Group
Tennessee
$1.77M +$979K +9,173 +124%
SWA
562
Safir Wealth Advisors
New Hampshire
$1.77M +$272K +2,550 +18%
SCA
563
Sandy Cove Advisors
Massachusetts
$1.77M +$1.77M +16,546 New
NOI
564
Newton One Investments
Delaware
$1.77M +$11.3K +106 +0.6%
ST
565
Spinnaker Trust
Maine
$1.76M – – –
ARG
566
Advisory Resource Group
Oklahoma
$1.76M +$291K +2,723 +20%
TF
567
Theory Financial
Colorado
$1.75M +$181K +1,697 +12%
EFG
568
Everhart Financial Group
Ohio
$1.74M -$85.2K -798 -5%
SHJ
569
Sharkey, Howes & Javer
Colorado
$1.74M -$1.01M -9,479 -37%
AA
570
AlphaQ Advisors
Florida
$1.73M +$470K +4,403 +37%
GA
571
Greenspring Advisors
Maryland
$1.73M -$2.78M -26,064 -62%
EGA
572
Eagle Global Advisors
Texas
$1.73M -$72.6K -680 -4%
MAWA
573
Moss Adams Wealth Advisors
Washington
$1.73M +$621K +5,814 +56%
IWM
574
IHT Wealth Management
Illinois
$1.72M -$98.6K -924 -5%
FIA
575
Foundations Investment Advisors
Arizona
$1.71M +$1.71M +16,055 New
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