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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 %
BL
51
Balentine LLC
Georgia
$90.8M -$1.92M -18,249 -2%
EI
52
Ellevest Inc
New York
$88.2M -$10.5M -99,610 -11%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$84.6M -$34M -322,533 -29%
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$84M +$7.46M +70,751 +10%
Cerity Partners
55
Cerity Partners
New York
$78.8M -$825K -7,827 -1%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$77.8M -$45.2M -428,875 -37%
AGA
57
Arkos Global Advisors
Texas
$76.2M -$547K -5,191 -0.7%
CAG
58
Crestwood Advisors Group
Massachusetts
$73.3M +$6.44M +61,106 +10%
Corient Private Wealth
59
Corient Private Wealth
Florida
$70.8M -$1.73M -16,453 -2%
OIA
60
OneDigital Investment Advisors
Kansas
$70.7M -$13.4M -126,628 -16%
BPA
61
Beacon Pointe Advisors
California
$68.6M +$11.1M +105,238 +19%
FMWA
62
Forvis Mazars Wealth Advisors
Missouri
$67.6M +$328K +3,115 +0.5%
Stifel Financial
63
Stifel Financial
Missouri
$67.3M -$2.37M -22,516 -3%
PCIA
64
Prime Capital Investment Advisors
Kansas
$67.2M +$4.2M +39,876 +7%
SW
65
SoFi Wealth
California
$65.5M +$7.56M +71,675 +13%
UCFA
66
United Capital Financial Advisors
Texas
$65.4M +$2.41M +22,904 +4%
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$64.1M – – –
Osaic Holdings
68
Osaic Holdings
Arizona
$64.1M -$96.1M -911,450 -60%
CCM
69
Coldstream Capital Management
Washington
$61.9M +$10.7M +101,576 +21%
Franklin Resources
70
Franklin Resources
California
$61M +$47.3M +448,495 +345%
Financial Engines Advisors
71
Financial Engines Advisors
California
$60.6M -$888K -8,421 -1%
FG
72
Foster Group
Iowa
$60.4M +$4.27M +40,512 +8%
WL
73
WIT LLC
District of Columbia
$60.1M +$1.74M +8,677 +3%
BCI
74
Brinker Capital Investments
Pennsylvania
$59.7M -$16.9M -159,899 -22%
OPS
75
Orion Portfolio Solutions
Nebraska
$59.7M -$16.9M -159,899 -22%
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