MUB icon

iShares National Muni Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FNWM
601
Financial Network Wealth Management
Utah
$1.49M -$6.82K -64 -0.5%
CTWM
602
Cherry Tree Wealth Management
Minnesota
$1.48M +$1.48M +13,864 New
BRWA
603
B. Riley Wealth Advisors
Florida
$1.47M -$27.5K -258 -2%
MIM
604
Macroview Investment Management
Maryland
$1.47M -$2.78K -26 -0.2%
VWA
605
Visionary Wealth Advisors
Illinois
$1.47M -$231K -2,163 -14%
AIP
606
Almanack Investment Partners
Pennsylvania
$1.45M -$197K -1,843 -12%
BF
607
BOK Financial
Oklahoma
$1.44M
LIG
608
Lokken Investment Group
Delaware
$1.42M +$177K +1,663 +14%
DC
609
Davenport & Co
Virginia
$1.41M +$51.8K +485 +4%
SC
610
Sepio Capital
Utah
$1.4M -$122K -1,141 -8%
DSC
611
Duncker Streett & Co
Missouri
$1.4M -$44.1K -413 -3%
LWA
612
LWS Wealth Advisors
New Jersey
$1.4M +$238K +2,233 +21%
AA
613
Advisory Alpha
Michigan
$1.39M -$84.7K -794 -6%
GWM
614
Geneos Wealth Management
Colorado
$1.39M -$70.9K -664 -5%
EA
615
Efficient Advisors
Ohio
$1.38M -$26.4K -247 -2%
JCM
616
Jacobi Capital Management
Pennsylvania
$1.38M +$1.71K +16 +0.1%
MWM
617
Meridian Wealth Management
Kentucky
$1.38M -$30.2K -283 -2%
WWP
618
WR Wealth Planners
Missouri
$1.37M +$300K +2,814 +28%
Citadel Advisors
619
Citadel Advisors
Florida
$1.36M -$1.08M -10,160 -44%
CWM
620
Calamos Wealth Management
Illinois
$1.36M +$831K +7,786 +157%
AAG
621
Armstrong Advisory Group
Massachusetts
$1.36M -$79K -740 -6%
SF
622
Symphony Financial
Texas
$1.35M +$1.35M +12,748 New
PFP
623
Pinnacle Financial Partners
Tennessee
$1.34M
JFA
624
JNBA Financial Advisors
Minnesota
$1.34M
WAOI
625
Wealth Advisors of Iowa
Iowa
$1.33M +$1.39K +13 +0.1%