MUB icon

iShares National Muni Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
601
ABLE Financial Group
Arizona
$2M +$57.6K +530 +3%
APW
602
Acima Private Wealth
Virginia
$2M +$162K +1,491 +9%
CCA
603
Checchi Capital Advisers
California
$1.99M -$109 -1 -0%
GA
604
Greenspring Advisors
Maryland
$1.98M -$80.4K -740 -4%
SHJ
605
Sharkey, Howes & Javer
Colorado
$1.95M +$20K +184 +1%
LFAS
606
Level Four Advisory Services
Texas
$1.93M +$11.7K +109 +0.6%
FSG
607
Financial Strategies Group
Michigan
$1.93M +$618K +5,745 +47%
MSFS
608
Main Street Financial Solutions
Pennsylvania
$1.93M +$752K +6,922 +64%
RIM
609
Redwood Investment Management
Arizona
$1.91M +$10.8K +97 +0.6%
SWM
610
Scissortail Wealth Management
Oklahoma
$1.9M -$576M -14,840 -100%
PPC
611
Park Place Capital
Alabama
$1.9M -$122K -1,123 -6%
LCM
612
Liberty Capital Management
Michigan
$1.9M +$12.2K +112 +0.6%
UCB
613
United Community Bank
South Carolina
$1.9M -$63K -580 -3%
M
614
MYeCFO
California
$1.9M -$231K -2,130 -11%
SFP
615
Sterling Financial Planning
New Jersey
$1.89M -$21.2K -195 -1%
SWA
616
Sax Wealth Advisors
New Jersey
$1.86M +$106K +974 +6%
SC
617
Sykon Capital
New York
$1.86M +$1.03M +9,452 +123%
CA
618
Crumly & Associates
Illinois
$1.84M +$605K +5,571 +49%
FA
619
FC Advisory
Pennsylvania
$1.84M +$135K +1,247 +8%
CA
620
Cannon Advisors
North Carolina
$1.84M +$1.84M +16,915 New
PFP
621
Pinnacle Financial Partners
Tennessee
$1.84M -$5K -46 -0.3%
BMCM
622
Bryn Mawr Capital Management
Pennsylvania
$1.83M -$147K -1,350 -7%
RSWA
623
Robinson Smith Wealth Advisors
Maine
$1.83M -$17.7K -163 -1%
RPCA
624
Running Point Capital Advisors
California
$1.83M +$116K +1,064 +7%
SFMG
625
Sage Financial Management Group
Virginia
$1.81M +$1.81M +16,656 New