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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.

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
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.27B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$884M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$578M
4
CSIA
4
Charles Schwab Investment Advisory
California
$980M
5
CC
5
Centiva Capital
New York
$248M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.55B
2
Barclays
2
Barclays
United Kingdom
$0
3
SEI Investments
3
SEI Investments
Pennsylvania
$394M
4
Franklin Resources
4
Franklin Resources
California
$11.6M
5
PFO
5
Pathstone Family Office
New Jersey
$8.49M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$74M 721,875 +23,806 +3%
AAS
52
Avantax Advisory Services
Texas
$73.6M 718,230 +71,802 +11%
AGA
53
Arkos Global Advisors
Texas
$72.7M 708,556 +58,746 +9%
BPA
54
Beacon Pointe Advisors
California
$72.1M 703,036 +29,536 +4%
CAN
55
Cetera Advisor Networks
California
$71.8M 699,767 +108,856 +18%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$63.6M 620,568 -72,125 -10%
ACA
57
Ackerman Capital Advisors
Texas
$63.5M 619,227 -242,197 -28%
Cerity Partners
58
Cerity Partners
New York
$62M 604,665 +312,021 +107%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$59.7M 582,167 +29,971 +5%
AWM
60
AE Wealth Management
Kansas
$58.5M 570,552 +43,089 +8%
RWP
61
RWA Wealth Partners
Massachusetts
$58.1M 566,817 +11,680 +2%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$57.4M 542,716 -7,539 -1%
Stifel Financial
63
Stifel Financial
Missouri
$55.1M 537,169 -21,855 -4%
OPS
64
Orion Portfolio Solutions
Nebraska
$53.9M 525,889 -9,174 -2%
BCI
65
Brinker Capital Investments
Pennsylvania
$53.9M 525,889 -9,174 -2%
FMWA
66
Forvis Mazars Wealth Advisors
Missouri
$51.7M 504,026 +54,567 +12%
AWA
67
Alaska Wealth Advisors
Alaska
$51.6M 503,065 -69,173 -12%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$49.9M 486,429 +132,450 +37%
PMFA
69
Plante Moran Financial Advisors
Michigan
$49.9M 486,379 -14,359 -3%
WANY
70
Wealthspire Advisors (New York)
New York
$49.1M 478,439 +6,396 +1%
Financial Engines Advisors
71
Financial Engines Advisors
California
$48.8M 475,611 -976 -0.2%
CCM
72
Coldstream Capital Management
Washington
$48.7M 475,116 +19,231 +4%
MAS
73
Meeder Advisory Services
Ohio
$48.1M 469,363 -37,501 -7%
FTUS
74
Flow Traders U.S.
New York
$47.2M 460,629 +460,629 New
MNG
75
Manning & Napier Group
New York
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