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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 %
TWM
576
Tolleson Wealth Management
Texas
$1.7M +$170K +1,593 +11%
LFAS
577
Level Four Advisory Services
Texas
$1.68M +$788K +7,379 +88%
KIG
578
Kowal Investment Group
Wisconsin
$1.68M +$1.68M +15,775 New
FCIM
579
Fairview Capital Investment Management
California
$1.67M -$294K -2,750 -15%
LWANC
580
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.64M +$50.5K +473 +3%
PA
581
PFG Advisors
Arizona
$1.64M +$137K +1,285 +9%
CIAS
582
Capital Investment Advisory Services
North Carolina
$1.63M +$723K +6,775 +79%
CT
583
Columbia Trust
Oregon
$1.63M +$202K +1,893 +14%
FHA
584
Flagship Harbor Advisors
Massachusetts
$1.62M +$656K +6,151 +68%
SPWG
585
Syntegra Private Wealth Group
Missouri
$1.6M +$237K +2,219 +17%
SW
586
Simplicity Wealth
New Jersey
$1.6M +$47.9K +449 +3%
CMBA
587
C.M. Bidwell & Associates
Hawaii
$1.59M +$49.6K +465 +3%
CAG
588
Csenge Advisory Group
Florida
$1.58M +$180K +1,687 +13%
PPC
589
Park Place Capital
Alabama
$1.57M +$149K +1,397 +10%
WA
590
Wealth Alliance
New York
$1.57M -$263K -2,466 -14%
WI
591
Wintrust Investments
Illinois
$1.56M +$871K +8,162 +126%
BFG
592
Bleakley Financial Group
New Jersey
$1.56M +$501K +4,690 +47%
HW
593
Hamilton Wealth
California
$1.55M +$278K +2,603 +22%
HFW
594
Horizon Family Wealth
Illinois
$1.53M +$372K +3,485 +32%
CSPIA
595
Cary Street Partners Investment Advisory
Virginia
$1.52M +$11K +103 +0.7%
NSIM
596
North Star Investment Management
Illinois
$1.52M – – –
FA
597
Faithward Advisors
Pennsylvania
$1.51M -$265K -2,509 -15%
CA
598
Continuum Advisory
Idaho
$1.51M -$76.5K -717 -5%
FCM
599
Family Capital Management
Michigan
$1.51M -$5.66K -53 -0.4%
BFG
600
Baron Financial Group
New Jersey
$1.5M -$244K -2,285 -14%
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