MUB icon

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 %
CFO
701
CVA Family Office
Colorado
$1.49M +$937K +8,886 +170%
FPGK
702
Financial Partners Group (Kansas)
Kansas
$1.48M +$133K +1,261 +10%
SCG
703
Sonata Capital Group
Washington
$1.48M +$4.32K +41 +0.3%
HWA
704
Heartwood Wealth Advisors
Virginia
$1.47M -$10.2M -97,077 -87%
TIM
705
Tortoise Investment Management
New York
$1.46M -$178K -1,688 -11%
PS
706
Pinney & Scofield
Massachusetts
$1.46M – – –
RWA
707
Rooted Wealth Advisors
Illinois
$1.44M -$3.17K -30 -0.2%
DC
708
Dorval Corp
Minnesota
$1.44M +$90K +836 +7%
GA
709
GFS Advisors
Texas
$1.43M +$1.43M +13,555 New
MA
710
MCF Advisors
Kentucky
$1.43M -$1.22M -11,553 -46%
PMG
711
ProVise Management Group
Florida
$1.41M -$81.5K -773 -5%
AQR Capital Management
712
AQR Capital Management
Connecticut
$1.4M +$245K +2,322 +21%
LPAM
713
Lodestar Private Asset Management
California
$1.39M -$9.07K -86 -0.6%
HS
714
Horan Securities
United States
$1.39M +$13.2K +125 +1%
GA
715
Greenspring Advisors
Maryland
$1.38M -$277K -2,626 -17%
EWA
716
EverSource Wealth Advisors
Alabama
$1.38M -$711K -6,739 -34%
PFA
717
Petra Financial Advisors
Colorado
$1.37M -$26.4K -250 -2%
GC
718
Guidance Capital
Kentucky
$1.37M +$126K +1,207 +10%
MFGP
719
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.36M +$69.8K +662 +5%
SWC
720
Spectrum Wealth Counsel
Indiana
$1.36M -$42.2K -400 -3%
CIM
721
Cambria Investment Management
California
$1.35M – – –
WWM
722
Western Wealth Management
Colorado
$1.34M -$106K -1,008 -7%
JBW
723
Journey Beyond Wealth
Georgia
$1.34M – – –
RCS
724
Retirement Capital Strategies
California
$1.34M -$16K -152 -1%
FNBSF
725
First National Bank Sioux Falls
South Dakota
$1.32M – – –
27 28
29
30 31