MUB icon

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 %
HPM
676
Hoxton Planning & Management
West Virginia
$1.05M -$497K -4,612 -32%
DP
677
Denver PWM
Colorado
$1.05M -$31.1K -290 -3%
TCA
678
Transcend Capital Advisors
New Jersey
$1.05M +$278K +2,584 +36%
GCM
679
Gallacher Capital Management
Colorado
$1.04M -$818K -7,591 -44%
CAM
680
Crestone Asset Management
Colorado
$1.04M +$1.04M +9,635 New
SFP
681
Sandbox Financial Partners
Maryland
$1.03M +$299K +2,777 +41%
SVWAG
682
Sound View Wealth Advisors Group
Georgia
$1.03M +$125K +1,163 +14%
AP
683
Adero Partners
California
$1.01M +$196K +1,821 +24%
PP
684
Patron Partners
Texas
$1.01M -$40K -371 -4%
GFP
685
Gryphon Financial Partners
Ohio
$1M +$4.31K +40 +0.4%
NPP
686
New Potomac Partners
Maryland
$997K – – –
FFL
687
Financial Freedom LLC
Ohio
$995K +$511K +4,747 +106%
BDFN
688
Bond & Devick Financial Network
Minnesota
$995K +$141K +1,310 +17%
Qube Research & Technologies (QRT)
689
Qube Research & Technologies (QRT)
United Kingdom
$993K +$993K +9,215 New
RPCA
690
Running Point Capital Advisors
California
$989K +$164K +1,518 +20%
RMA
691
Roffman Miller Associates
Pennsylvania
$979K +$1.08K +10 +0.1%
EWA
692
ERTS Wealth Advisors
Michigan
$976K -$398K -3,690 -29%
FHA
693
Flagship Harbor Advisors
Massachusetts
$976K +$358K +3,322 +58%
PCMC
694
Paragon Capital Management (Colorado)
Colorado
$962K +$85.7K +795 +10%
WW
695
Westshore Wealth
California
$962K -$1.37M -12,676 -59%
SCG
696
Sonata Capital Group
Washington
$956K -$149K -1,383 -13%
CFA
697
Cahill Financial Advisors
Minnesota
$956K -$32.5K -302 -3%
CPW
698
Catalyst Private Wealth
California
$947K +$17K +158 +2%
SSW
699
Stone Summit Wealth
Florida
$947K +$207K +1,921 +28%
CHAM
700
Clear Harbor Asset Management
Connecticut
$943K +$5.5K +51 +0.6%
26 27
28
29 30