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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.

Holders
1,336
Holders Change
-28
Holders Change %
-2.05%
% of All Funds
19.44%
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
1
Charles Schwab
California
$918M
2
Betterment LLC
2
Betterment LLC
New York
$1.68B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$264M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.97B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$778M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
Jane Street
3
Jane Street
New York
$6.17M
4
US Bancorp
4
US Bancorp
Minnesota
$532M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.75B
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
51
HSBC Holdings
United Kingdom
$80M 750,754 +371,814 +98%
Cerity Partners
52
Cerity Partners
New York
$76.5M 717,666 -41,623 -5%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$73M 685,530 +335,773 +96%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$73M 685,532 +17,790 +3%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$72.4M 679,503 +223,941 +49%
MAS
56
Meeder Advisory Services
Ohio
$71.8M 674,171 +154,168 +30%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$69.6M 652,850 +1,221 +0.2%
CAG
58
Crestwood Advisors Group
Massachusetts
$69.1M 648,555 +6,494 +1%
AGA
59
Arkos Global Advisors
Texas
$68.8M 645,933 +4,224 +0.7%
BCI
60
Brinker Capital Investments
Pennsylvania
$67.9M 637,583 +84,920 +15%
OPS
61
Orion Portfolio Solutions
Nebraska
$67.9M 637,583 +84,920 +15%
UCFA
62
United Capital Financial Advisors
Texas
$65.8M 617,405 -292 -0%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$64.8M 607,800 – –
PCIA
64
Prime Capital Investment Advisors
Kansas
$63.9M 599,926 +14,318 +2%
Stifel Financial
65
Stifel Financial
Missouri
$62M 581,620 -9,705 -2%
FMWA
66
Forvis Mazars Wealth Advisors
Missouri
$61.6M 577,691 +1,380 +0.2%
WANY
67
Wealthspire Advisors (New York)
New York
$60.9M 571,121 +6,018 +1%
Financial Engines Advisors
68
Financial Engines Advisors
California
$59.5M 558,313 +15,638 +3%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$58.7M 551,007 -221,828 -29%
CCM
70
Coldstream Capital Management
Washington
$57M 534,773 +1,138 +0.2%
BPA
71
Beacon Pointe Advisors
California
$57M 534,734 -28,170 -5%
Prudential Financial
72
Prudential Financial
New Jersey
$55.2M 518,006 -30,059 -5%
MNA
73
Manning & Napier Advisors
New York
$50.8M 476,978 +476,978 New
FG
74
Foster Group
Iowa
$50.1M 469,886 +58,494 +14%
Bessemer Group
75
Bessemer Group
New Jersey
$49.1M 460,869 -42,696 -8%
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