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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 %
AA
626
AlphaQ Advisors
Florida
$1.28M – – –
AWM
627
Abound Wealth Management
Tennessee
$1.27M +$41.5K +385 +3%
EWS
628
Evergreen Wealth Solutions
Pennsylvania
$1.27M +$190K +1,762 +18%
WFA
629
Wellspring Financial Advisors
Ohio
$1.27M -$400K -3,676 -24%
PWA
630
Physician Wealth Advisors
Utah
$1.26M -$22.3K -209 -2%
FWA
631
FOCUS Wealth Advisors
Texas
$1.26M -$58K -538 -4%
LIG
632
Lokken Investment Group
Delaware
$1.26M +$258K +2,394 +26%
CWM
633
Collaborative Wealth Management
Florida
$1.25M -$8.62K -80 -0.7%
AIA
634
Armor Investment Advisors
North Carolina
$1.24M +$209K +1,940 +20%
CIM
635
Cambria Investment Management
California
$1.24M -$184K -1,710 -13%
CCA
636
Cadent Capital Advisors
Oklahoma
$1.24M -$192K -1,783 -13%
SFP
637
Sweet Financial Partners
Minnesota
$1.24M -$8.62K -80 -0.7%
AIA
638
Avalon Investment & Advisory
Texas
$1.24M -$263K -2,443 -18%
GA
639
Gateway Advisory
New Jersey
$1.24M +$1.24M +11,486 New
RBC
640
Romano Brothers & Co
Illinois
$1.21M -$13.9K -129 -1%
CWA
641
Capital Wealth Alliance
Arizona
$1.21M +$168K +1,564 +16%
PFS
642
Prospera Financial Services
Texas
$1.19M -$1.08K -10 -0.1%
EFM
643
Eley Financial Management
Vermont
$1.19M – – –
SCA
644
St. Clair Advisors
Ohio
$1.18M +$5.17K +48 +0.4%
TFGT
645
TS Financial Group (TSFG)
Illinois
$1.18M -$103K -957 -8%
BWP
646
Bernardo Wealth Planning
Pennsylvania
$1.17M +$94.5K +877 +9%
HFW
647
Horizon Family Wealth
Illinois
$1.17M -$251K -2,329 -18%
LWA
648
LWS Wealth Advisors
New Jersey
$1.17M +$800K +7,424 +217%
CGFA
649
Colton Groome Financial Advisors
North Carolina
$1.17M +$357K +3,316 +44%
DWT
650
Dorsey & Whitney Trust
South Dakota
$1.16M +$802K +7,447 +222%
24 25
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