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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
Wealthfront Advisers
California
$884M
2
CSIA
Charles Schwab Investment Advisory
California
$980M
3
CC
Centiva Capital
New York
$248M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.01B
5
AC
Allstate Corporation
Illinois
$324M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.55B
2
MNG
Manning & Napier Group
New York
$45.4M
3
Barclays
Barclays
United Kingdom
$0
4
SEI Investments
SEI Investments
Pennsylvania
$394M
5
Franklin Resources
Franklin Resources
California
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
551
VitalStone Financial
Texas
$1.84M +$744K +7,179 +68%
MCA
552
MSH Capital Advisors
Arizona
$1.83M -$110K -1,071 -6%
RIM
553
Rockbridge Investment Management
New York
$1.83M -$22K -215 -1%
SFP
554
Sterling Financial Planning
New Jersey
$1.83M -$2.77K -27 -0.2%
CCA
555
Checchi Capital Advisers
California
$1.82M +$1.82M +17,797 New
GFWA
556
Grey Fox Wealth Advisors
Delaware
$1.82M -$1.36M -13,228 -43%
BFEC
557
Benjamin F. Edwards & Company
Missouri
$1.82M +$64.7K +631 +4%
BFA
558
Beaumont Financial Advisors
Massachusetts
$1.81M -$26.1K -255 -1%
VNA
559
Valley National Advisers
Pennsylvania
$1.81M – – –
NOI
560
Newton One Investments
Delaware
$1.77M +$75.6K +737 +4%
SA
561
Sunesis Advisors
Kansas
$1.77M +$1.77M +17,257 New
ACS
562
Archford Capital Strategies
Illinois
$1.77M -$19.9K -194 -1%
EWS
563
Evergreen Wealth Solutions
Pennsylvania
$1.76M -$26.5K -258 -1%
NFG
564
Northeast Financial Group
Pennsylvania
$1.75M +$1.46M +14,223 +494%
SCM
565
Seascape Capital Management
New Hampshire
$1.73M – – –
KFP
566
KMG Fiduciary Partners
Ohio
$1.71M -$307K -2,996 -15%
LP
567
LGL Partners
Pennsylvania
$1.71M +$944K +9,206 +123%
SCA
568
Sandy Cove Advisors
Massachusetts
$1.71M +$11.5K +112 +0.7%
SF
569
Symphony Financial
Texas
$1.71M +$412K +4,055 +32%
SSW
570
Stone Summit Wealth
Florida
$1.71M +$636K +6,198 +59%
WA
571
WBH Advisory
Maryland
$1.7M -$113K -1,102 -6%
AIA
572
Armor Investment Advisors
North Carolina
$1.7M +$622K +6,067 +58%
EFG
573
Everhart Financial Group
Ohio
$1.7M +$22.1K +216 +1%
ST
574
Spinnaker Trust
Maine
$1.69M – – –
LFA
575
Legacy Financial Advisors
Kentucky
$1.69M -$12.6M -122,452 -88%
21 22
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