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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 %
HS
676
Horan Securities
United States
$1.3M -$127K -1,192 -9%
TCM
677
TruNorth Capital Management
Michigan
$1.3M +$49.4K +464 +4%
LIA
678
LifePlan Investment Advisors
North Carolina
$1.29M +$480K +4,506 +59%
CIAS
679
Capital Investment Advisory Services
North Carolina
$1.29M -$205K -1,928 -14%
AF
680
Apollon Financial
South Carolina
$1.29M +$746 +7 +0.1%
WI
681
Wintrust Investments
Illinois
$1.29M -$34K -319 -3%
PFA
682
Petra Financial Advisors
Colorado
$1.28M +$72.5K +680 +6%
SC
683
Sepio Capital
Utah
$1.28M -$59.1K -555 -4%
SSW
684
Stone Summit Wealth
Florida
$1.27M -$10.4K -98 -0.8%
IC
685
Inscription Capital
Texas
$1.27M +$144K +1,351 +13%
EWM
686
Elmwood Wealth Management
California
$1.26M -$213K -2,000 -14%
IA
687
IFP Advisors
Florida
$1.26M -$91.3K -857 -7%
LWM
688
LJI Wealth Management
Indiana
$1.25M +$82.6K +775 +7%
PP
689
PrairieView Partners
Minnesota
$1.25M +$602K +5,654 +93%
ATPW
690
Ashton Thomas Private Wealth
Arizona
$1.25M +$399K +3,743 +47%
PAA
691
Peregrine Asset Advisers
Oregon
$1.25M – – –
DC
692
Dorval Corp
Minnesota
$1.24M -$90.1K -852 -7%
AA
693
Advisory Alpha
Michigan
$1.23M -$141K -1,327 -10%
CWA
694
Canvas Wealth Advisors
Kansas
$1.23M +$205K +1,909 +20%
HF
695
HRT Financial
New York
$1.23M +$1.23M +11,516 New
JFA
696
JNBA Financial Advisors
Minnesota
$1.23M -$50.2K -471 -4%
APC
697
Aspire Private Capital
North Carolina
$1.22M +$434K +4,075 +56%
CA
698
Crumly & Associates
Illinois
$1.21M +$294K +2,757 +32%
RB
699
Renasant Bank
Mississippi
$1.21M -$34.6K -325 -3%
TA
700
TFB Advisors
Kansas
$1.21M +$195K +1,834 +19%
26 27
28
29 30