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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 %
SFP
576
Sweet Financial Partners
Minnesota
$2.19M +$795K +7,322 +57%
DWT
577
Dorsey & Whitney Trust
South Dakota
$2.18M +$165K +1,516 +8%
EWA
578
Etesian Wealth Advisors
Oregon
$2.18M -$107K -988 -5%
CIM
579
Confluence Investment Management
Missouri
$2.17M -$760 -7 -0%
SWA
580
Safir Wealth Advisors
New Hampshire
$2.17M +$84.7K +780 +4%
JFG
581
Jefferies Financial Group
New York
$2.17M – – –
VWA
582
Visionary Wealth Advisors
Illinois
$2.16M -$92.3K -850 -4%
COLIM
583
City of London Investment Management
United Kingdom
$2.15M +$2.15M +19,822 New
ECG
584
EPIQ Capital Group
California
$2.15M +$2.82K +26 +0.1%
TGAM
585
TBH Global Asset Management
Tennessee
$2.15M -$55.9K -515 -3%
KWS
586
Keystone Wealth Services
California
$2.15M -$76.3K -702 -3%
BBHC
587
Brown Brothers Harriman & Co
New York
$2.14M +$808K +7,441 +61%
CFA
588
Capstone Financial Advisors
Illinois
$2.14M +$26.7K +246 +1%
TWP
589
Triad Wealth Partners
Kansas
$2.13M +$1.06M +9,765 +99%
MW
590
Maia Wealth
Colorado
$2.13M +$180K +1,680 +9%
BWP
591
Bernardo Wealth Planning
Pennsylvania
$2.09M -$185K -1,719 -8%
DAS
592
Diversify Advisory Services
Utah
$2.09M -$384K -3,579 -16%
PG
593
Patten Group
Tennessee
$2.08M +$83.5K +769 +4%
KPP
594
Kings Path Partners
Texas
$2.07M +$49.2K +453 +2%
SFO
595
Stokes Family Office
Louisiana
$2.07M -$27K -249 -1%
FIA
596
Foundations Investment Advisors
Arizona
$2.06M +$707K +6,510 +52%
ARG
597
Advisory Resource Group
Oklahoma
$2.06M +$204K +1,874 +11%
NL
598
NWAM LLC
Washington
$2.03M +$2.03M +18,664 New
AFP
599
Ausdal Financial Partners
Iowa
$2.02M -$7.23M -66,574 -78%
SCM
600
SOL Capital Management
Maryland
$2M -$16.3K -150 -0.8%
22 23
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