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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
+$215M
2
US Bancorp
US Bancorp
Minnesota
+$202M
3
Morgan Stanley
Morgan Stanley
New York
+$132M
4
Betterment LLC
Betterment LLC
New York
+$121M
5
FWI
Facet Wealth Inc
Maryland
+$111M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$576M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$236M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$53.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$49.4M
5
SP
Symmetry Partners
Connecticut
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
551
James Investment Research
Ohio
$2.47M +$29.9K +275 +1%
GSIAS
552
Garden State Investment Advisory Services
New Jersey
$2.46M -$1.96K -18 -0.1%
CWS
553
Cypress Wealth Services
California
$2.45M +$139K +1,278 +6%
TA
554
TPG Advisors
Illinois
$2.43M -$18.3K -168 -0.7%
AWA
555
Aletheian Wealth Advisors
Washington
$2.4M +$62.9K +579 +3%
FFA
556
First Foundation Advisors
California
$2.39M -$702K -6,459 -23%
CCM
557
Cambridge Capital Management
Illinois
$2.38M -$47.7K -439 -2%
RA
558
Riversedge Advisors
Delaware
$2.37M +$36.9K +340 +2%
VF
559
VitalStone Financial
Texas
$2.37M +$186K +1,709 +9%
CIA
560
Concurrent Investment Advisors
Florida
$2.36M -$3.8K -35 -0.2%
MCC
561
Money Concepts Capital
Florida
$2.35M +$119K +1,099 +5%
IPA
562
Investment Planning Advisors
Georgia
$2.33M – – –
HI
563
Harbour Investments
Wisconsin
$2.33M +$289K +2,657 +14%
SIC
564
Sterling Investment Counsel
New York
$2.32M – – –
CMAI
565
Capital Management Associates Inc
Minnesota
$2.31M +$2.31M +21,303 New
CPP
566
Capasso Planning Partners
South Carolina
$2.31M -$5.21K -48 -0.2%
BFA
567
Beaumont Financial Advisors
Massachusetts
$2.29M -$178K -1,640 -7%
SWG
568
Summit Wealth Group
Vermont
$2.29M -$64.2K -591 -3%
USCWA
569
U.S. Capital Wealth Advisors
Texas
$2.27M -$556K -5,121 -20%
PSA
570
Plum Street Advisors
Louisiana
$2.26M +$197K +1,812 +10%
WF
571
Wayfinding Financial
Washington
$2.25M +$105K +971 +5%
EWA
572
EverSource Wealth Advisors
Alabama
$2.24M +$20.3K +187 +0.9%
PTC
573
Philadelphia Trust Company
Pennsylvania
$2.23M – – –
MWM
574
McNaughton Wealth Management
California
$2.21M +$159K +1,467 +8%
FTS
575
Fifth Third Securities
Ohio
$2.2M +$53.4K +492 +2%
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