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iShares National Muni Bond ETF
MUB

Overview Fund Activity

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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$216M
2
Creative Planning
Creative Planning
Kansas
+$118M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$86.9M
4
AC
Allstate Corporation
Illinois
+$64.1M
5
LPL Financial
LPL Financial
California
+$55.4M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$258M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$196M
3
FWI
Facet Wealth Inc
Maryland
-$69.3M
4
UBS Group
UBS Group
Switzerland
-$43.6M
5
MNG
Manning & Napier Group
New York
-$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
626
Abound Wealth Management
Tennessee
$1.33M +$66.3K +621 +5%
RFP
627
RCS Financial Planning
Maryland
$1.32M -$280K -2,627 -17%
PA
628
Pinnacle Associates
New York
$1.32M +$220K +2,061 +20%
WHCI
629
W.H. Cornerstone Investments
Massachusetts
$1.31M +$8.43K +79 +0.6%
WSTAM
630
Wilbanks Smith & Thomas Asset Management
Virginia
$1.31M -$5.12K -48 -0.4%
CT
631
Cambridge Trust
Massachusetts
$1.3M -$1.13M -10,605 -47%
GWMIA
632
Global Wealth Management Investment Advisory
Florida
$1.29M +$640 +6 +0%
AG
633
Ascent Group
Virginia
$1.28M +$438K +4,138 +52%
CPSC
634
Carl P. Sherr & Co
Massachusetts
$1.28M +$571K +5,346 +80%
CFC
635
Client First Capital
California
$1.28M +$4.27K +40 +0.3%
PWA
636
Physician Wealth Advisors
Utah
$1.27M +$13K +122 +1%
CWM
637
Collaborative Wealth Management
Florida
$1.27M +$33.8K +317 +3%
PFS
638
Prospera Financial Services
Texas
$1.27M +$86K +806 +7%
AF
639
Arrow Financial
New York
$1.26M -$13.2K -124 -1%
FWA
640
FOCUS Wealth Advisors
Texas
$1.25M +$2.35K +22 +0.2%
AWM
641
Accurate Wealth Management
Florida
$1.25M -$1.25M -11,748 -50%
CWA
642
Capital Wealth Alliance
Arizona
$1.25M +$48.2K +452 +4%
PVI
643
Pine Valley Investments
New Jersey
$1.23M +$2.67K +25 +0.2%
SFP
644
Sweet Financial Partners
Minnesota
$1.23M – – –
LWM
645
LJI Wealth Management
Indiana
$1.22M -$64.8K -607 -5%
CA
646
CoreCap Advisors
Michigan
$1.21M +$1.21M +11,339 New
HAIM
647
Hunter Associates Investment Management
Pennsylvania
$1.2M -$91.2K -855 -7%
CCG
648
Chatham Capital Group
Georgia
$1.18M +$390K +3,650 +49%
ATPW
649
Ashton Thomas Private Wealth
Arizona
$1.18M -$99.3K -930 -8%
DWT
650
Dorsey & Whitney Trust
South Dakota
$1.18M +$28.9K +271 +3%
24 25
26
27 28