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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 %
FNBOMD
576
First National Bank of Mount Dora
Florida
$1.67M -$105K -1,020 -6%
AIA
577
Alera Investment Advisors
Illinois
$1.67M -$2.58M -25,197 -61%
TWM
578
Tolleson Wealth Management
Texas
$1.66M +$30.3K +295 +2%
GA
579
Greenspring Advisors
Maryland
$1.66M – – –
EGA
580
Eagle Global Advisors
Texas
$1.66M – – –
CT
581
Columbia Trust
Oregon
$1.66M +$93.8K +915 +6%
FWP
582
FAS Wealth Partners
Kansas
$1.65M -$542K -5,281 -25%
PCA
583
Pallas Capital Advisors
Massachusetts
$1.62M -$16.8M -166,815 -91%
DADC
584
D.A. Davidson & Co
Montana
$1.61M +$1.07M +10,390 +195%
FCIM
585
Fairview Capital Investment Management
California
$1.6M – – –
USAA
586
United Services Automobile Association
Texas
$1.59M -$257K -2,510 -14%
VWA
587
Visionary Wealth Advisors
Illinois
$1.58M +$176K +1,721 +13%
CIBC Private Wealth Group
588
CIBC Private Wealth Group
Georgia
$1.58M +$970K +9,464 +159%
BRWA
589
B. Riley Wealth Advisors
Florida
$1.57M +$152K +1,484 +11%
CIAS
590
Capital Investment Advisory Services
North Carolina
$1.53M -$40.8K -398 -3%
HW
591
Hamilton Wealth
California
$1.53M +$32.4K +316 +2%
ST
592
Smithfield Trust
Pennsylvania
$1.52M +$684K +6,669 +82%
AWM
593
Abound Wealth Management
Tennessee
$1.49M +$212K +2,065 +17%
HFW
594
Horizon Family Wealth
Illinois
$1.48M +$9.43K +92 +0.6%
MWM
595
MorganRosel Wealth Management
Colorado
$1.47M +$362K +3,533 +33%
CSPIA
596
Cary Street Partners Investment Advisory
Virginia
$1.47M +$10.7K +104 +0.7%
FHA
597
Flagship Harbor Advisors
Massachusetts
$1.47M -$94K -917 -6%
CWP
598
Concord Wealth Partners
Virginia
$1.46M -$428K -4,174 -23%
PAA
599
Peregrine Asset Advisers
Oregon
$1.45M +$1.45M +14,182 New
WI
600
Wintrust Investments
Illinois
$1.45M -$47.2K -460 -3%
22 23
24
25 26