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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 %
PPC
601
Park Place Capital
Alabama
$1.44M +$159K +1,479 +12%
MWM
602
Meridian Wealth Management
Kentucky
$1.43M +$15.1K +140 +1%
MPWT
603
MassMutual Private Wealth & Trust
Connecticut
$1.42M +$44.1K +409 +3%
EA
604
Efficient Advisors
Ohio
$1.42M -$21.5K -200 -1%
CAG
605
Csenge Advisory Group
Florida
$1.41M -$585K -5,427 -29%
PMG
606
ProVise Management Group
Florida
$1.4M +$152K +1,407 +12%
JCM
607
Jacobi Capital Management
Pennsylvania
$1.39M +$1.19K +11 +0.1%
SPWG
608
Syntegra Private Wealth Group
Missouri
$1.38M +$124K +1,147 +10%
DC
609
Davenport & Co
Virginia
$1.37M +$19.5K +181 +1%
OFP
610
OLIO Financial Planning
Virginia
$1.37M -$495K -4,594 -27%
PFP
611
Pinnacle Financial Partners
Tennessee
$1.35M – – –
JFA
612
JNBA Financial Advisors
Minnesota
$1.35M – – –
WAOI
613
Wealth Advisors of Iowa
Iowa
$1.34M +$288K +2,669 +27%
DPI
614
Diversified Portfolios Inc
Michigan
$1.33M +$316K +2,935 +31%
WSTAM
615
Wilbanks Smith & Thomas Asset Management
Virginia
$1.32M +$69.3K +643 +6%
WHCI
616
W.H. Cornerstone Investments
Massachusetts
$1.32M +$213K +1,980 +19%
LFP
617
Leeward Financial Partners
Washington
$1.31M -$121K -1,120 -8%
GWMIA
618
Global Wealth Management Investment Advisory
Florida
$1.3M +$646 +6 +0%
HAIM
619
Hunter Associates Investment Management
Pennsylvania
$1.3M -$70.5K -655 -5%
ATPW
620
Ashton Thomas Private Wealth
Arizona
$1.29M +$1.05M +9,726 +425%
LWM
621
LJI Wealth Management
Indiana
$1.29M -$8.4K -78 -0.6%
HW
622
Hamilton Wealth
California
$1.29M -$1.4M -13,019 -52%
AF
623
Arrow Financial
New York
$1.29M – – –
CFC
624
Client First Capital
California
$1.28M -$48.3K -448 -4%
BWAM
625
Boyd Watterson Asset Management
Ohio
$1.28M -$3.21M -29,800 -72%
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