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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 %
CMBA
601
C.M. Bidwell & Associates
Hawaii
$1.45M -$72.8K -710 -5%
GLLW
602
Graves Light Lenhart Wealth
Virginia
$1.45M -$3.27M -32,173 -69%
WSTAM
603
Wilbanks Smith & Thomas Asset Management
Virginia
$1.44M +$182K +1,778 +15%
LWANC
604
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.44M -$142K -1,387 -9%
BAM
605
Belpointe Asset Management
Nevada
$1.42M +$1.08M +10,534 +314%
FNWM
606
Financial Network Wealth Management
Utah
$1.42M – – –
PA
607
Procyon Advisors
Connecticut
$1.42M -$433K -4,222 -23%
CIM
608
Cambria Investment Management
California
$1.42M +$303K +2,959 +27%
FCM
609
Family Capital Management
Michigan
$1.41M -$36K -351 -2%
TF
610
Theory Financial
Colorado
$1.4M -$277K -2,701 -16%
MAWA
611
Moss Adams Wealth Advisors
Washington
$1.4M -$258K -2,516 -16%
EWM
612
Elmwood Wealth Management
California
$1.39M +$1.39M +13,590 New
AIP
613
Almanack Investment Partners
Pennsylvania
$1.39M -$4.61K -45 -0.3%
KIG
614
Kowal Investment Group
Wisconsin
$1.39M -$230K -2,239 -14%
LA
615
Lifeworks Advisors
Michigan
$1.35M +$330K +3,214 +32%
DSC
616
Duncker Streett & Co
Missouri
$1.35M – – –
BBHC
617
Brown Brothers Harriman & Co
New York
$1.33M +$487K +4,750 +58%
WWP
618
WR Wealth Planners
Missouri
$1.33M +$17K +166 +1%
LIG
619
Lokken Investment Group
Delaware
$1.33M -$36.8K -359 -3%
PFA
620
Petra Financial Advisors
Colorado
$1.32M +$424K +4,135 +47%
AAS
621
Ameritas Advisory Services
Nebraska
$1.32M +$1.12M +10,969 +572%
JCM
622
Jacobi Capital Management
Pennsylvania
$1.31M -$12.6K -123 -1%
SC
623
Sepio Capital
Utah
$1.3M -$45.7K -446 -3%
EA
624
Efficient Advisors
Ohio
$1.29M -$35.4K -345 -3%
PFP
625
Pinnacle Financial Partners
Tennessee
$1.29M – – –
23 24
25
26 27