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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+12
Holders Change %
+1%
% of All Funds
19.13%
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
Envestnet Asset Management
Illinois
$2.12B
2
Creative Planning
Creative Planning
Kansas
$1.18B
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$355M
4
AC
Allstate Corporation
Illinois
$130M
5
LPL Financial
LPL Financial
California
$519M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
$2.49M
2
Wealthfront Advisers
Wealthfront Advisers
California
$112M
3
FWI
Facet Wealth Inc
Maryland
$30.6M
4
UBS Group
UBS Group
Switzerland
$302M
5
MNG
Manning & Napier Group
New York
$46.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
726
IFG Advisors
Missouri
$903K +$32K +300 +4%
HCM
727
Highview Capital Management
Illinois
$887K – – –
BBHC
728
Brown Brothers Harriman & Co
New York
$879K -$13.8K -129 -2%
AO
729
Advisor OS
Illinois
$877K -$252K -2,362 -22%
RB
730
Renasant Bank
Mississippi
$875K +$146K +1,365 +20%
ODG
731
O'Dell Group
Ohio
$868K +$55.4K +519 +7%
ST
732
Smithfield Trust
Pennsylvania
$867K – – –
NCM
733
Noesis Capital Mangement
Florida
$866K +$153K +1,438 +22%
SWM
734
Spire Wealth Management
Virginia
$864K +$103K +966 +14%
GWS
735
Glassman Wealth Services
Virginia
$861K – – –
WPWM
736
Windward Private Wealth Management
Kansas
$861K – – –
COCM
737
Charter Oak Capital Management
New Hampshire
$859K +$25.5K +239 +3%
LSA
738
Lion Street Advisors
Texas
$859K -$54.5K -470 -6%
MFG
739
Midwest Financial Group
Kansas
$851K +$18K +169 +2%
AWA
740
Alta Wealth Advisors
Massachusetts
$850K -$79.9K -749 -9%
TB
741
Treynor Bancshares
Iowa
$848K -$32.6K -305 -4%
HF
742
HRT Financial
New York
$847K +$847K +7,943 New
RPC
743
Rossmore Private Capital
Connecticut
$843K +$141K +1,325 +20%
PCMC
744
Paragon Capital Management (Colorado)
Colorado
$842K -$111K -1,039 -12%
KP
745
Keel Point
Alabama
$841K – – –
DI
746
Diligent Investors
California
$835K +$747 +7 +0.1%
GAM
747
GEM Asset Management
Michigan
$827K +$5.34K +50 +0.6%
AI
748
Arrien Investments
Idaho
$824K +$606K +5,676 +278%
MFGP
749
Marshall Financial Group (Pennsylvania)
Pennsylvania
$816K +$114K +1,066 +16%
EWM
750
Executive Wealth Management
Michigan
$815K +$13.7K +128 +2%
28 29
30
31 32