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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,216 hedge funds and large institutions have $30.2B invested in iShares National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 518 increasing their positions, 430 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
19.39%
Holding in Top 10
114
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.87%
% of All Funds
1.82%
New
101
Increased
518
Reduced
430
Closed
84
Calls
$21.8M
Puts
$3.09M
Net Calls
+$18.7M
Net Calls Change
+$20.5M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$884M
2
CSIA
Charles Schwab Investment Advisory
California
$980M
3
CC
Centiva Capital
New York
$248M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.01B
5
AC
Allstate Corporation
Illinois
$324M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.55B
2
MNG
Manning & Napier Group
New York
$45.4M
3
Barclays
Barclays
United Kingdom
$0
4
SEI Investments
SEI Investments
Pennsylvania
$394M
5
Franklin Resources
Franklin Resources
California
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
676
Schechter Investment Advisors
Michigan
$1.07M -$1.49M -14,553 -58%
AWAG
677
ARS Wealth Advisors Group
Florida
$1.07M – – –
RPCA
678
Running Point Capital Advisors
California
$1.07M -$5.13K -50 -0.5%
SCA
679
Stokes Capital Advisors
South Carolina
$1.06M – – –
TPWA
680
TRUE Private Wealth Advisors
Oregon
$1.06M +$776K +7,570 +270%
NFP
681
Narus Financial Partners
Utah
$1.05M – – –
EWA
682
ERTS Wealth Advisors
Michigan
$1.04M +$90.6K +884 +10%
CFO
683
Collective Family Office
Pennsylvania
$1.04M +$582K +5,676 +127%
MCC
684
Money Concepts Capital
Florida
$1.04M +$166K +1,614 +19%
OFP
685
OLIO Financial Planning
Virginia
$1.04M +$8.41K +82 +0.8%
SFFS
686
Stonehage Fleming Financial Services
Jersey
$1.03M +$722K +7,055 +236%
GS
687
GTS Securities
New York
$1.03M +$1.03M +10,000 New
BDFN
688
Bond & Devick Financial Network
Minnesota
$1.02M -$7.28K -71 -0.7%
HSA
689
HBK Sorce Advisory
Pennsylvania
$1.02M -$28.3K -276 -3%
HF
690
HRT Financial
New York
$1.02M +$206K +2,014 +25%
CCG
691
Chatham Capital Group
Georgia
$1.01M -$125K -1,215 -11%
CCA
692
Cadent Capital Advisors
Oklahoma
$1M -$65.5K -639 -6%
SFMG
693
Sage Financial Management Group
Virginia
$1M +$1M +9,755 New
AI
694
Accredited Investors
Minnesota
$990K -$923 -9 -0.1%
PCA
695
Prosperity Capital Advisors
Ohio
$985K +$92K +897 +10%
SFP
696
Sandbox Financial Partners
Maryland
$980K -$49.4K -482 -5%
ACA
697
Aptus Capital Advisors
Alabama
$977K +$9.13K +89 +0.9%
CA
698
CoreCap Advisors
Michigan
$976K -$186K -1,817 -16%
CTWM
699
Cherry Tree Wealth Management
Minnesota
$976K -$446K -4,349 -31%
DP
700
Denver PWM
Colorado
$974K -$8.78K -86 -0.9%
26 27
28
29 30