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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 %
GWM
626
Geneos Wealth Management
Colorado
$1.29M -$46.2K -451 -3%
JFA
627
JNBA Financial Advisors
Minnesota
$1.28M – – –
CA
628
CV Advisors
Florida
$1.28M +$641K +6,247 +100%
CGL
629
Clarius Group LLC
Washington
$1.28M +$1.28M +12,479 New
WWA
630
WCG Wealth Advisors
Nevada
$1.26M +$227K +2,209 +22%
NB
631
Nicolet Bankshares
Wisconsin
$1.25M -$2.91M -28,377 -70%
BFG
632
Baron Financial Group
New Jersey
$1.24M -$196K -1,910 -14%
GWMIA
633
Global Wealth Management Investment Advisory
Florida
$1.24M – – –
CPSC
634
Carl P. Sherr & Co
Massachusetts
$1.23M – – –
BWP
635
BSW Wealth Partners
Colorado
$1.23M -$555K -5,408 -31%
PWA
636
Physician Wealth Advisors
Utah
$1.23M +$3.68K +36 +0.3%
AG
637
Ascent Group
Virginia
$1.22M -$28.2K -273 -2%
WHCI
638
W.H. Cornerstone Investments
Massachusetts
$1.21M -$46.4K -453 -4%
PA
639
Pinnacle Associates
New York
$1.21M -$55.5K -541 -4%
FDDB
640
Fidelity D&D Bancorp
Pennsylvania
$1.2M +$1.2M +11,722 New
AAG
641
Armstrong Advisory Group
Massachusetts
$1.2M -$102K -995 -8%
RB
642
Renasant Bank
Mississippi
$1.2M +$357K +3,477 +42%
PVI
643
Pine Valley Investments
New Jersey
$1.19M +$7.69K +75 +0.7%
Qube Research & Technologies (QRT)
644
Qube Research & Technologies (QRT)
United Kingdom
$1.19M +$1M +9,777 +535%
TFA
645
Teamwork Financial Advisors
Texas
$1.19M +$953K +9,290 +403%
WAOI
646
Wealth Advisors of Iowa
Iowa
$1.19M -$93.9K -916 -7%
CWA
647
Capital Wealth Alliance
Arizona
$1.18M -$16.8K -164 -1%
BWP
648
Bernardo Wealth Planning
Pennsylvania
$1.18M +$67.5K +658 +6%
AA
649
Advisory Alpha
Michigan
$1.17M -$166K -1,616 -12%
AF
650
Arrow Financial
New York
$1.17M -$44.7K -436 -4%
24 25
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