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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 %
MWM
651
MorganRosel Wealth Management
Colorado
$1.16M +$705K +6,545 +154%
EC
652
Estate Counselors
Wisconsin
$1.15M -$4.26M -39,520 -79%
AO
653
Advisor OS
Illinois
$1.14M -$35.6K -330 -3%
BSB
654
Bangor Savings Bank
Maine
$1.13M – – –
NAM
655
NTV Asset Management
West Virginia
$1.13M – – –
TTWM
656
TCV Trust & Wealth Management
Virginia
$1.12M -$453K -4,201 -29%
AWAG
657
ARS Wealth Advisors Group
Florida
$1.12M -$11.9K -110 -1%
MWM
658
Merriman Wealth Management
Washington
$1.12M – – –
AFA
659
American Financial Advisors
Georgia
$1.12M +$57.4K +533 +5%
MAWA
660
Moss Adams Wealth Advisors
Washington
$1.12M -$176K -1,634 -14%
PA
661
Pinnacle Associates
New York
$1.11M -$62.8K -583 -5%
CAMV
662
Concord Asset Management (Virginia)
Virginia
$1.11M +$604K +5,604 +120%
CWA
663
Canvas Wealth Advisors
Kansas
$1.11M +$545K +5,104 +97%
NFP
664
Narus Financial Partners
Utah
$1.1M +$32.3K +300 +3%
CWG
665
Cornerstone Wealth Group
North Carolina
$1.1M -$60.6K -562 -5%
TC
666
Telemus Capital
Michigan
$1.1M +$444K +4,123 +67%
CAL
667
Capital Advisors Ltd
Ohio
$1.1M -$149K -1,385 -12%
ACA
668
Aptus Capital Advisors
Alabama
$1.09M +$716K +6,644 +193%
WWP
669
WR Wealth Planners
Missouri
$1.08M -$2.16K -20 -0.2%
TWM
670
Thrive Wealth Management
Pennsylvania
$1.08M +$17.8K +165 +2%
HSA
671
HBK Sorce Advisory
Pennsylvania
$1.07M -$1.1M -10,239 -51%
MA
672
MCF Advisors
Kentucky
$1.07M +$4.74K +44 +0.4%
BFG
673
Bleakley Financial Group
New Jersey
$1.07M -$310K -2,881 -23%
SS
674
Simplicity Solutions
Minnesota
$1.07M +$1.07M +9,909 New
CBFP
675
Cedar Brook Financial Partners
Ohio
$1.07M +$42.3K +393 +4%
25 26
27
28 29