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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
+$776M
2
CSIA
Charles Schwab Investment Advisory
California
+$434M
3
CC
Centiva Capital
New York
+$248M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$216M
5
AC
Allstate Corporation
Illinois
+$199M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$483M
2
MNG
Manning & Napier Group
New York
-$46.5M
3
Barclays
Barclays
United Kingdom
-$46.2M
4
SEI Investments
SEI Investments
Pennsylvania
-$38.3M
5
Franklin Resources
Franklin Resources
California
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
701
Arrien Investments
Idaho
$973K +$181K +1,769 +23%
CWG
702
Cornerstone Wealth Group
North Carolina
$963K -$57.5K -561 -6%
SVWAG
703
Sound View Wealth Advisors Group
Georgia
$962K -$4.41K -43 -0.5%
AA
704
AlphaQ Advisors
Florida
$959K -$708K -6,900 -42%
CCB
705
Country Club Bank
Missouri
$949K -$4.62K -45 -0.5%
MPWT
706
MassMutual Private Wealth & Trust
Connecticut
$946K +$33.5K +327 +4%
AWA
707
Arkadios Wealth Advisors
Georgia
$939K +$939K +9,162 New
RPC
708
Rossmore Private Capital
Connecticut
$938K +$128K +1,250 +16%
JWCA
709
J.W. Cole Advisors
Florida
$933K -$195K -1,904 -17%
AFA
710
American Financial Advisors
Georgia
$926K -$128K -1,252 -12%
ITB
711
Idaho Trust Bank
Idaho
$921K +$25K +244 +3%
HWMG
712
Hurlow Wealth Management Group
Indiana
$919K +$29.1K +284 +3%
NPP
713
New Potomac Partners
Maryland
$918K -$25.6K -250 -3%
CWA
714
Canvas Wealth Advisors
Kansas
$900K -$34.4K -339 -4%
KIA
715
KLR Investment Advisors
Rhode Island
$897K +$434K +4,029 +94%
WAM
716
Wakefield Asset Management
Colorado
$896K +$5.64K +55 +0.6%
FFL
717
Financial Freedom LLC
Ohio
$896K -$52K -507 -5%
SCG
718
Sonata Capital Group
Washington
$894K -$16.4K -160 -2%
EWG
719
Executive Wealth Group
Washington
$894K +$5.23K +51 +0.6%
TF
720
Tompkins Financial
New York
$892K – – –
SHIM
721
Stone House Investment Management
Pennsylvania
$890K -$1.78M -17,378 -67%
WPWM
722
Windward Private Wealth Management
Kansas
$888K +$61K +595 +7%
SWM
723
Spire Wealth Management
Virginia
$887K +$56.8K +554 +7%
WW
724
Westshore Wealth
California
$885K +$413K +4,030 +88%
SPWG
725
Sage Private Wealth Group
Illinois
$881K -$7.17M -69,928 -89%
27 28
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