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
+$422M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$308M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$242M
4
CIA
Choate Investment Advisors
Massachusetts
+$96.1M
5
US Bancorp
US Bancorp
Minnesota
+$58.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$582M
2
Bank of America
Bank of America
North Carolina
-$332M
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$109M
4
BlackRock
BlackRock
New York
-$94M
5
Morgan Stanley
Morgan Stanley
New York
-$71.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
576
Theory Financial
Colorado
$1.58M +$518K +4,805 +49%
ACS
577
Archford Capital Strategies
Illinois
$1.58M +$29.9K +276 +2%
SW
578
Simplicity Wealth
New Jersey
$1.56M +$1.56M +14,524 New
SCA
579
Stokes Capital Advisors
South Carolina
$1.56M +$10.8K +100 +0.7%
CMBA
580
C.M. Bidwell & Associates
Hawaii
$1.55M -$15.1K -140 -1%
TWM
581
Tolleson Wealth Management
Texas
$1.54M +$282K +2,617 +22%
SC
582
Sepio Capital
Utah
$1.54M -$47.6K -442 -3%
FTS
583
Fifth Third Securities
Ohio
$1.54M -$24.2K -225 -2%
NSIM
584
North Star Investment Management
Illinois
$1.53M +$549K +5,100 +56%
FCM
585
Family Capital Management
Michigan
$1.53M -$10.5K -97 -0.7%
CSPIA
586
Cary Street Partners Investment Advisory
Virginia
$1.52M +$54.2K +503 +4%
USCWA
587
U.S. Capital Wealth Advisors
Texas
$1.52M +$54.3K +504 +4%
PA
588
PFG Advisors
Arizona
$1.52M +$150K +1,389 +11%
BRWA
589
B. Riley Wealth Advisors
Florida
$1.51M +$188K +1,745 +14%
SWA
590
Safir Wealth Advisors
New Hampshire
$1.51M +$400K +3,716 +36%
FNWM
591
Financial Network Wealth Management
Utah
$1.51M – – –
AA
592
Advisory Alpha
Michigan
$1.49M +$219K +2,036 +17%
MIM
593
Macroview Investment Management
Maryland
$1.48M +$1.45M +13,503 +5,115%
ARG
594
Advisory Resource Group
Oklahoma
$1.48M +$39.6K +368 +3%
GWM
595
Geneos Wealth Management
Colorado
$1.47M +$696K +6,463 +90%
TVAMP
596
Tennessee Valley Asset Management Partners
Tennessee
$1.47M +$36.1K +335 +3%
DSC
597
Duncker Streett & Co
Missouri
$1.46M – – –
BF
598
BOK Financial
Oklahoma
$1.45M -$2.87M -26,638 -66%
AAG
599
Armstrong Advisory Group
Massachusetts
$1.45M -$541K -5,024 -27%
CT
600
Columbia Trust
Oregon
$1.44M +$70K +650 +5%
22 23
24
25 26