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iShares National Muni Bond ETF
MUB

Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$215M
2
US Bancorp
US Bancorp
Minnesota
+$202M
3
Morgan Stanley
Morgan Stanley
New York
+$132M
4
Betterment LLC
Betterment LLC
New York
+$121M
5
FWI
Facet Wealth Inc
Maryland
+$111M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$576M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$236M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$53.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$49.4M
5
SP
Symmetry Partners
Connecticut
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
626
Grand Wealth Management
Michigan
$1.8M +$60K +552 +3%
CIA
627
Capital Investment Advisors
Georgia
$1.8M -$77.2K -711 -4%
FWP
628
FAS Wealth Partners
Kansas
$1.8M +$71.5K +658 +4%
CA
629
Continuum Advisory
Idaho
$1.8M -$107 -1 -0%
MCCA
630
Mill Creek Capital Advisors
Pennsylvania
$1.79M +$1.96K +18 +0.1%
NFP
631
Narus Financial Partners
Utah
$1.78M +$241K +2,220 +16%
IA
632
IFG Advisory
Georgia
$1.78M +$309K +2,846 +21%
SIG
633
Spinnaker Investment Group
California
$1.76M -$616K -5,673 -26%
FWM
634
ForthRight Wealth Management
Georgia
$1.75M -$536K -4,936 -23%
UBV
635
United Bank (Virginia)
Virginia
$1.74M +$1.41M +13,000 +425%
ST
636
Spinnaker Trust
Maine
$1.74M – – –
AWM
637
Abound Wealth Management
Tennessee
$1.72M +$109K +1,005 +7%
WWP
638
WR Wealth Planners
Missouri
$1.71M +$23.9K +220 +1%
KWA
639
Kingswood Wealth Advisors
California
$1.71M +$791K +7,282 +86%
TWM
640
TSA Wealth Management
Texas
$1.7M +$591K +5,441 +53%
LSA
641
Lansing Street Advisors
Pennsylvania
$1.69M +$9.34K +86 +0.6%
WPWM
642
Windward Private Wealth Management
Kansas
$1.69M -$12.9K -119 -0.8%
SCM
643
Seascape Capital Management
New Hampshire
$1.68M -$235K -2,165 -12%
MPM
644
Meritage Portfolio Management
Kansas
$1.68M -$76.4K -703 -4%
JCM
645
Jacobi Capital Management
Pennsylvania
$1.67M -$24.8K -228 -1%
TIM
646
Tortoise Investment Management
New York
$1.67M -$78.2K -720 -4%
CA
647
CV Advisors
Florida
$1.66M +$101K +927 +6%
DIA
648
Dean Investment Associates
Ohio
$1.66M +$5.76K +53 +0.3%
NCFG
649
New Century Financial Group
New Jersey
$1.65M +$1.65M +15,205 New
HBS
650
Howard Bailey Securities
Indiana
$1.64M +$1.64M +15,105 New
24 25
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