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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,336 hedge funds and large institutions have $32.5B invested in iShares National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 633 increasing their positions, 427 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
-28
Holders Change %
-2.05%
% of All Funds
19.43%
Holding in Top 10
117
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.85%
% of All Funds
1.7%
New
106
Increased
633
Reduced
427
Closed
116
Calls
$6.12M
Puts
$187M
Net Calls
-$181M
Net Calls Change
-$130M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$914M
2
Betterment LLC
Betterment LLC
New York
+$250M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$169M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$161M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$108M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$294M
2
Jane Street
Jane Street
New York
-$290M
3
US Bancorp
US Bancorp
Minnesota
-$242M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$206M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$78.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
651
Archford Capital Strategies
Illinois
$1.4M +$16.1K +151 +1%
DSC
652
Duncker Streett & Co
Missouri
$1.4M – – –
AWA
653
Arkadios Wealth Advisors
Georgia
$1.39M +$183K +1,715 +15%
GWM
654
Geneos Wealth Management
Colorado
$1.38M +$105K +988 +8%
SFP
655
Sweet Financial Partners
Minnesota
$1.37M -$102K -959 -7%
SWC
656
Spectrum Wealth Counsel
Indiana
$1.37M +$136K +1,280 +11%
WA
657
WBH Advisory
Maryland
$1.37M -$60.8K -571 -4%
GSWM
658
Greenup Street Wealth Management
Michigan
$1.36M -$86.2K -809 -6%
CWA
659
Consilio Wealth Advisors
Washington
$1.35M -$14.7K -138 -1%
CIM
660
Cambria Investment Management
California
$1.34M +$32.9K +309 +3%
CPBTD
661
Central Pacific Bank - Trust Division
Hawaii
$1.34M +$41K +385 +3%
FNBSF
662
First National Bank Sioux Falls
South Dakota
$1.34M – – –
EGA
663
Eagle Global Advisors
Texas
$1.34M – – –
PA
664
PFG Advisors
Arizona
$1.33M +$40.1K +376 +3%
AF
665
Arrow Financial
New York
$1.33M +$21.8K +205 +2%
RWA
666
Rooted Wealth Advisors
Illinois
$1.33M -$28.1K -262 -2%
FIA
667
Foundations Investment Advisors
Arizona
$1.33M +$326K +3,064 +33%
LWA
668
Lineweaver Wealth Advisors
Ohio
$1.33M +$188K +1,760 +16%
TFGT
669
TS Financial Group (TSFG)
Illinois
$1.33M +$2.45K +23 +0.2%
LAM
670
LifePro Asset Management
California
$1.32M -$1.05M -9,881 -44%
BBHC
671
Brown Brothers Harriman & Co
New York
$1.31M +$478K +4,483 +57%
FSG
672
Financial Strategies Group
Michigan
$1.3M -$8.45K -79 -0.6%
HWMG
673
Hurlow Wealth Management Group
Indiana
$1.3M +$1.92K +18 +0.1%
PMG
674
ProVise Management Group
Florida
$1.3M +$38K +357 +3%
FF
675
Francis Financial
$1.3M +$668K +6,273 +106%
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