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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 %
PCA
676
Prosperity Capital Advisors
Ohio
$1.46M +$260K +2,390 +22%
PA
677
Pinnacle Associates
New York
$1.46M -$108K -995 -7%
Allspring Global Investments
678
Allspring Global Investments
North Carolina
$1.44M -$30.8M -283,243 -96%
CWA
679
Consilio Wealth Advisors
Washington
$1.43M +$57K +525 +4%
SCG
680
Sonata Capital Group
Washington
$1.43M +$1.43M +13,174 New
DADC
681
D.A. Davidson & Co
Montana
$1.43M -$52.7K -485 -4%
AF
682
Arrow Financial
New York
$1.42M +$61.2K +563 +5%
GWP
683
Gen-Wealth Partners
Michigan
$1.42M -$10.6K -99 -0.7%
ACP
684
Aveo Capital Partners
Colorado
$1.42M -$368K -3,390 -21%
LWA
685
Lineweaver Wealth Advisors
Ohio
$1.41M +$63.3K +583 +5%
SWC
686
Spectrum Wealth Counsel
Indiana
$1.41M +$13.7K +126 +1%
CWA
687
Canvas Wealth Advisors
Kansas
$1.41M +$168K +1,550 +14%
TFGT
688
TS Financial Group (TSFG)
Illinois
$1.41M +$57.5K +529 +4%
BDFN
689
Bond & Devick Financial Network
Minnesota
$1.39M +$194K +1,788 +16%
RCS
690
Retirement Capital Strategies
California
$1.39M -$87.9K -809 -6%
ACS
691
Archford Capital Strategies
Illinois
$1.39M -$24.1K -224 -2%
HS
692
Horan Securities
United States
$1.39M +$62.6K +576 +5%
RIM
693
Rockbridge Investment Management
New York
$1.38M -$501K -4,616 -27%
PFA
694
Petra Financial Advisors
Colorado
$1.38M +$76.9K +708 +6%
FPGK
695
Financial Partners Group (Kansas)
Kansas
$1.37M +$347K +3,196 +34%
AWA
696
Arkadios Wealth Advisors
Georgia
$1.37M -$45.8K -422 -3%
CPBTD
697
Central Pacific Bank - Trust Division
Hawaii
$1.36M – – –
FNBSF
698
First National Bank Sioux Falls
South Dakota
$1.36M – – –
EGA
699
Eagle Global Advisors
Texas
$1.36M – – –
CIM
700
Cambria Investment Management
California
$1.36M -$5.65K -52 -0.4%
26 27
28
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