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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 %
AWA
701
Alta Wealth Advisors
Massachusetts
$939K +$45.3K +420 +5%
TF
702
Tompkins Financial
New York
$937K -$73.4K -681 -7%
ATC
703
Argent Trust Co
Tennessee
$935K +$302K +2,799 +48%
TWA
704
TPB Wealth Advisors
Texas
$933K -$616K -5,721 -40%
EWG
705
Executive Wealth Group
Washington
$929K +$3.56K +33 +0.4%
WAM
706
Wakefield Asset Management
Colorado
$928K +$58.4K +542 +7%
CIAS
707
Capital Investment Advisory Services
North Carolina
$919K -$212K -1,964 -19%
WFAG
708
Wescott Financial Advisory Group
Pennsylvania
$915K -$696K -6,461 -43%
HWMG
709
Hurlow Wealth Management Group
Indiana
$910K +$862 +8 +0.1%
SFMG
710
Sage Financial Management Group
Virginia
$910K -$267K -2,483 -23%
TA
711
TFB Advisors
Kansas
$909K -$55.9K -519 -6%
LFAS
712
Level Four Advisory Services
Texas
$905K +$17.7K +164 +2%
CGL
713
Clarius Group LLC
Washington
$904K -$1.21M -11,208 -57%
EAM
714
Evanson Asset Management
California
$903K +$1.29K +12 +0.1%
BBHC
715
Brown Brothers Harriman & Co
New York
$902K +$840K +7,800 +1,371%
KIA
716
KLR Investment Advisors
Rhode Island
$897K +$9.91K +92 +1%
HCM
717
Highview Capital Management
Illinois
$895K +$389K +3,611 +77%
HIF
718
Hill Island Financial
Michigan
$893K +$227K +2,115 +34%
TB
719
Treynor Bancshares
Iowa
$889K -$12.5K -116 -1%
LHC
720
Little House Capital
Massachusetts
$884K +$307K +2,854 +53%
CIBC Private Wealth Group
721
CIBC Private Wealth Group
Georgia
$883K -$2.37M -22,012 -73%
EWP
722
Engrave Wealth Partners
Texas
$881K -$128K -1,193 -13%
HI
723
Harbour Investments
Wisconsin
$880K -$166K -1,540 -16%
IA
724
IFG Advisors
Missouri
$880K -$24.2K -225 -3%
ST
725
Smithfield Trust
Pennsylvania
$875K +$14.8K +137 +2%
27 28
29
30 31