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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,506 hedge funds and large institutions have $34.3B invested in iShares National Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 548 increasing their positions, 638 reducing their positions, and 98 closing their positions.

Holders
1,506
Holders Change
+22
Holders Change %
+1.48%
% of All Funds
20.23%
Holding in Top 10
105
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-10.26%
% of All Funds
1.41%
New
155
Increased
548
Reduced
638
Closed
98
Calls
$557M
Puts
$183M
Net Calls
+$374M
Net Calls Change
+$742M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.91B
2
Bank of America
2
Bank of America
North Carolina
$3.3B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$931M
4
US Bancorp
4
US Bancorp
Minnesota
$767M
5
LP
5
LMR Partners
United Kingdom
$185M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$5.79M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$453M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$20.4M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$564M
5
WA
5
Waterford Advisors
New York
$3.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$90.6M 857,555 +250,170 +41%
EWA
52
EP Wealth Advisors
California
$88.3M 844,683 -104,372 -11%
BL
53
Balentine LLC
Georgia
$86.6M 829,150 -32,176 -4%
Corient Private Wealth
54
Corient Private Wealth
Florida
$85.4M 817,151 +146,132 +22%
Stifel Financial
55
Stifel Financial
Missouri
$81.7M 782,433 +144,475 +23%
KIM
56
Kestra Investment Management
Texas
$81.4M 776,187 +419,810 +118%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$79.4M 761,845 +24,333 +3%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$72.9M 697,556 -104,610 -13%
BCI
59
Brinker Capital Investments
Pennsylvania
$71.9M 688,042 +121,711 +21%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$70.3M 672,990 +181,343 +37%
SW
61
SoFi Wealth
California
$68.8M 658,127 +36,942 +6%
AGA
62
Arkos Global Advisors
Texas
$68.1M 651,570 -71,221 -10%
FMWA
63
Forvis Mazars Wealth Advisors
Missouri
$67.7M 647,797 +6,777 +1%
OIA
64
OneDigital Investment Advisors
Kansas
$67.6M 647,233 -23,729 -4%
BPA
65
Beacon Pointe Advisors
California
$65M 622,460 -28,114 -4%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$63.5M 607,800 – –
AWM
67
Angeles Wealth Management
California
$60.7M 581,118 +364,509 +168%
Financial Engines Advisors
68
Financial Engines Advisors
California
$60.6M 579,963 +5,557 +1%
Renaissance Technologies
69
Renaissance Technologies
New York
$59.6M 570,300 +306,100 +116%
Franklin Resources
70
Franklin Resources
California
$59.4M 568,806 -9,771 -2%
PCIA
71
Prime Capital Investment Advisors
Kansas
$58.9M 563,950 -73,449 -12%
CCM
72
Coldstream Capital Management
Washington
$58.7M 562,126 -24,737 -4%
UCFA
73
United Capital Financial Advisors
Texas
$58.4M 558,968 -61,413 -10%
Bessemer Group
74
Bessemer Group
New Jersey
$56.8M 544,110 +15,226 +3%
Jane Street
75
Jane Street
New York
$56.1M 537,214 +189,748 +55%
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