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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 %
ECM
701
Exchange Capital Management
Michigan
$1.21M +$262K +2,460 +28%
FNWM
702
Financial Network Wealth Management
Utah
$1.2M -$14.8K -139 -1%
CTWM
703
Cherry Tree Wealth Management
Minnesota
$1.2M +$294K +2,758 +33%
CFO
704
Collective Family Office
Pennsylvania
$1.19M +$160K +1,502 +16%
AAS
705
Annex Advisory Services
Wisconsin
$1.18M -$256K -2,402 -18%
AF
706
Apexium Financial
Texas
$1.18M +$135K +1,266 +13%
PCA
707
Prosperity Capital Advisors
Ohio
$1.18M +$308K +2,891 +35%
SSWM
708
Sheets Smith Wealth Management
North Carolina
$1.18M -$2.31M -21,699 -66%
TI
709
Tidal Investments
Wisconsin
$1.18M +$430K +4,039 +58%
EA
710
Efficient Advisors
Ohio
$1.18M -$97.6K -916 -8%
BDFN
711
Bond & Devick Financial Network
Minnesota
$1.18M +$149K +1,402 +15%
FAM
712
Formidable Asset Management
Ohio
$1.18M +$1.18M +11,029 New
RC
713
Roundview Capital
New Jersey
$1.17M +$15.7K +147 +1%
CCC
714
Chesapeake Capital Corp
Florida
$1.17M -$1.24M -11,622 -51%
IA
715
IFG Advisors
Missouri
$1.16M +$207K +1,945 +22%
CW
716
Cooksen Wealth
Texas
$1.16M -$30.2K -283 -3%
PB
717
Pinnacle Bancorp
Nebraska
$1.16M -$150K -1,407 -11%
GLLW
718
Graves Light Lenhart Wealth
Virginia
$1.16M -$12K -113 -1%
MSFS
719
Main Street Financial Solutions
Pennsylvania
$1.15M +$568K +5,334 +97%
JWCA
720
J.W. Cole Advisors
Florida
$1.15M -$130K -1,220 -10%
KFP
721
KMG Fiduciary Partners
Ohio
$1.15M +$52.7K +495 +5%
TPA
722
Trivium Point Advisory
Connecticut
$1.15M +$1.15M +10,795 New
TCM
723
Twele Capital Management
Minnesota
$1.15M +$64.3K +603 +6%
CA
724
Claro Advisors
Massachusetts
$1.14M +$470K +4,408 +70%
VCA
725
Verdence Capital Advisors
Maryland
$1.14M -$71.9K -675 -6%
27 28
29
30 31