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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,213 hedge funds and large institutions have $27.5B invested in iShares National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 518 increasing their positions, 431 reducing their positions, and 69 closing their positions.

Holders
1,213
Holders Change
+12
Holders Change %
+1%
% of All Funds
19.14%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
1.59%
New
92
Increased
518
Reduced
431
Closed
69
Calls
$1.35M
Puts
$3.17M
Net Calls
-$1.83M
Net Calls Change
-$1.33M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.12B
2
Creative Planning
2
Creative Planning
Kansas
$1.18B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$355M
4
AC
4
Allstate Corporation
Illinois
$130M
5
LPL Financial
5
LPL Financial
California
$519M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.49M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$112M
3
FWI
3
Facet Wealth Inc
Maryland
$30.6M
4
UBS Group
4
UBS Group
Switzerland
$302M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.08B
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
51
Beacon Pointe Advisors
California
$71.9M 673,500 +128,399 +24%
AGA
52
Arkos Global Advisors
Texas
$69.4M 649,810 +97,944 +18%
BlackRock
53
BlackRock
New York
$69.1M 647,399 -332,388 -34%
AAS
54
Avantax Advisory Services
Texas
$69M 646,428 +59,330 +10%
CAN
55
Cetera Advisor Networks
California
$63.1M 590,911 +10,502 +2%
AWA
56
Alaska Wealth Advisors
Alaska
$61.1M 572,238 +41,466 +8%
Stifel Financial
57
Stifel Financial
Missouri
$59.7M 559,024 +2,245 +0.4%
RWP
58
RWA Wealth Partners
Massachusetts
$59.2M 555,137 -11,688 -2%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$58.9M 552,196 -14,500 -3%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$58.7M 550,255 +82,057 +18%
BCI
61
Brinker Capital Investments
Pennsylvania
$57.1M 535,063 +65,746 +14%
OPS
62
Orion Portfolio Solutions
Nebraska
$57.1M 535,063 +65,746 +14%
AWM
63
AE Wealth Management
Kansas
$56.3M 527,463 +39,726 +8%
MAS
64
Meeder Advisory Services
Ohio
$54.1M 506,864 +23,852 +5%
PMFA
65
Plante Moran Financial Advisors
Michigan
$53.4M 500,738 -35,115 -7%
Financial Engines Advisors
66
Financial Engines Advisors
California
$50.9M 476,587 +35,184 +8%
WANY
67
Wealthspire Advisors (New York)
New York
$50.4M 472,043 -14,342 -3%
AWS
68
AJ Wealth Strategies
New York
$49.6M 465,142 -5,035 -1%
CCM
69
Coldstream Capital Management
Washington
$48.7M 455,885 -24,644 -5%
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
$48M 449,459 +103,088 +30%
MNG
71
Manning & Napier Group
New York
– – – –
Barclays
72
Barclays
United Kingdom
$46.2M 433,159 +344,759 +390%
Bessemer Group
73
Bessemer Group
New Jersey
$46M 430,735 -79,986 -16%
CCA
74
Column Capital Advisors
Indiana
$45.8M 428,924 -21,366 -5%
JWA
75
JFS Wealth Advisors
Pennsylvania
$45.6M 427,679 +8,408 +2%
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