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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 %
BRWA
651
B. Riley Wealth Advisors
Florida
$1.64M -$838K -7,710 -34%
PFA
652
Professional Financial Advisors
Nebraska
$1.64M -$109K -1,000 -6%
HSG
653
Helen Stephens Group
Texas
$1.63M -$260K -2,390 -14%
UB
654
Umpqua Bank
Oregon
$1.63M +$119K +1,100 +8%
FHA
655
Flagship Harbor Advisors
Massachusetts
$1.63M +$1.63M +14,963 New
CFO
656
Collective Family Office
Pennsylvania
$1.62M +$406K +3,737 +34%
CPSC
657
Carl P. Sherr & Co
Massachusetts
$1.62M -$206K -1,900 -11%
MWM
658
MorganRosel Wealth Management
Colorado
$1.6M – – –
CSPIA
659
Cary Street Partners Investment Advisory
Virginia
$1.59M +$9.78K +90 +0.6%
MA
660
MCF Advisors
Kentucky
$1.57M +$3.8K +35 +0.2%
PA
661
PFG Advisors
Arizona
$1.57M +$208K +1,917 +15%
CWG
662
Cornerstone Wealth Group
North Carolina
$1.54M -$214K -1,972 -12%
LPAM
663
Lodestar Private Asset Management
California
$1.53M -$94.6K -871 -6%
CCC
664
Chesapeake Capital Corp
Florida
$1.53M +$333K +3,066 +28%
TI
665
Tidal Investments
Wisconsin
$1.52M +$324K +2,986 +27%
CA
666
Claro Advisors
Massachusetts
$1.51M +$347K +3,198 +30%
RWA
667
Rooted Wealth Advisors
Illinois
$1.51M +$171K +1,587 +13%
IA
668
IFG Advisors
Missouri
$1.51M +$324K +2,984 +27%
FNBOMD
669
First National Bank of Mount Dora
Florida
$1.5M -$40.4K -372 -3%
TCM
670
TruNorth Capital Management
Michigan
$1.5M +$174K +1,604 +13%
RFP
671
RCS Financial Planning
Maryland
$1.49M -$88.9K -818 -6%
LWM
672
LJI Wealth Management
Indiana
$1.49M +$212K +1,951 +17%
MWM
673
Meridian Wealth Management
Kentucky
$1.47M +$1.47M +13,538 New
EFG
674
Everhart Financial Group
Ohio
$1.47M +$316K +2,905 +27%
LIA
675
LifePlan Investment Advisors
North Carolina
$1.46M +$143K +1,320 +11%
25 26
27
28 29