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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,484 hedge funds and large institutions have $35.3B invested in iShares National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 581 increasing their positions, 603 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
-23
Holders Change %
-1.53%
% of All Funds
20.15%
Holding in Top 10
117
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.31%
% of All Funds
1.59%
New
119
Increased
581
Reduced
603
Closed
109
Calls
$99.1M
Puts
$467M
Net Calls
-$368M
Net Calls Change
-$298M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$194M
2
AC
Allstate Corporation
Illinois
+$152M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$103M
4
Charles Schwab
Charles Schwab
California
+$84.6M
5
Raymond James Financial
Raymond James Financial
Florida
+$66.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$215M
2
Jane Street
Jane Street
New York
-$200M
3
PAS
Park Avenue Securities
New York
-$110M
4
Osaic Holdings
Osaic Holdings
Arizona
-$96.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$94.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
676
Dean Investment Associates
Ohio
$1.6M -$2.11K -20 -0.1%
AFP
677
Ausdal Financial Partners
Iowa
$1.6M -$339K -3,212 -18%
BW
678
Balance Wealth
Ohio
$1.59M +$1.59M +15,122 New
WCFP
679
White & Co Financial Planning
Washington
$1.59M -$87.9K -836 -5%
JCM
680
Jacobi Capital Management
Pennsylvania
$1.59M -$15.9K -151 -1%
WA
681
Wealthstar Advisors
Texas
$1.59M – – –
FWM
682
FLP Wealth Management
Arkansas
$1.58M +$96.2K +912 +6%
CCG
683
Cypress Capital Group
Florida
$1.58M -$5.17K -49 -0.3%
CWA
684
Consilio Wealth Advisors
Washington
$1.58M +$98.4K +933 +7%
CWS
685
Cypress Wealth Services
California
$1.57M -$662K -6,280 -30%
AA
686
Advisory Alpha
Michigan
$1.56M +$189K +1,791 +14%
M
687
MYeCFO
California
$1.56M -$45.3K -430 -3%
FWM
688
ForthRight Wealth Management
Georgia
$1.55M -$38.7K -367 -2%
MFWM
689
Motley Fool Wealth Management
Virginia
$1.55M -$11.3K -107 -0.7%
EWA
690
Etesian Wealth Advisors
Oregon
$1.53M – – –
MWM
691
Meridian Wealth Management
Kentucky
$1.53M +$60.6K +575 +4%
EFG
692
Everhart Financial Group
Ohio
$1.53M +$110K +1,046 +8%
GWANC
693
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.52M -$23.4K -222 -2%
RSWA
694
Robinson Smith Wealth Advisors
Maine
$1.51M -$2K -19 -0.1%
AIM
695
Advyzon Investment Management
Illinois
$1.51M +$9.17K +87 +0.6%
BW
696
BIP Wealth
Georgia
$1.51M +$337K +3,194 +29%
MPM
697
Meritage Portfolio Management
Kansas
$1.51M -$81.5K -773 -5%
IA
698
IFP Advisors
Florida
$1.51M -$75.9K -720 -5%
CA
699
Claro Advisors
Massachusetts
$1.5M +$77.8K +738 +5%
ACM
700
Andina Capital Management
Utah
$1.49M +$1.49M +14,177 New
26 27
28
29 30