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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.

New
Increased
Maintained
Reduced
Closed
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
Wealthfront Advisers
Wealthfront Advisers
California
+$776M
2
CSIA
Charles Schwab Investment Advisory
California
+$434M
3
CC
Centiva Capital
New York
+$248M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$216M
5
AC
Allstate Corporation
Illinois
+$199M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$483M
2
MNG
Manning & Napier Group
New York
-$46.5M
3
Barclays
Barclays
United Kingdom
-$46.2M
4
SEI Investments
SEI Investments
Pennsylvania
-$38.3M
5
Franklin Resources
Franklin Resources
California
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AO
726
Advisor OS
Illinois
$871K +$28.2K +275 +3%
BAM
727
BTS Asset Management
Massachusetts
$870K -$24.7K -241 -3%
CAL
728
Capital Advisors Ltd
Ohio
$867K -$176K -1,716 -17%
HI
729
Harbour Investments
Wisconsin
$856K -$28.1K -274 -3%
PP
730
PrairieView Partners
Minnesota
$856K -$150K -1,468 -15%
HCM
731
Highview Capital Management
Illinois
$852K – – –
SCA
732
St. Clair Advisors
Ohio
$851K -$283K -2,762 -25%
FWA
733
FOCUS Wealth Advisors
Texas
$849K -$355K -3,458 -29%
ODG
734
O'Dell Group
Ohio
$848K +$13.4K +131 +2%
Renaissance Technologies
735
Renaissance Technologies
New York
$841K -$8.07M -78,700 -91%
TC
736
Telemus Capital
Michigan
$840K -$210K -2,051 -20%
RMA
737
Roffman Miller Associates
Pennsylvania
$838K +$176K +1,720 +27%
NCM
738
Noesis Capital Mangement
Florida
$832K – – –
PCMC
739
Paragon Capital Management (Colorado)
Colorado
$832K +$22.6K +220 +3%
MFG
740
Midwest Financial Group
Kansas
$828K +$10.4K +101 +1%
TB
741
Treynor Bancshares
Iowa
$826K +$11.4K +111 +1%
AWA
742
Alta Wealth Advisors
Massachusetts
$825K +$8K +78 +1%
HG
743
Harbor Group
New Hampshire
$820K +$105K +1,027 +15%
CIP
744
Cornerstone Investment Partners
Georgia
$817K +$817K +7,966 New
BBA
745
Braun-Bostich & Associates
Pennsylvania
$812K +$812K +7,916 New
MIM
746
Macroview Investment Management
Maryland
$810K -$599K -5,846 -43%
HS
747
Horan Securities
United States
$806K -$213K -2,082 -21%
CT
748
Cambridge Trust
Massachusetts
$806K -$441K -4,301 -35%
CBFP
749
Cedar Brook Financial Partners
Ohio
$803K -$200K -1,947 -20%
UWPG
750
Ullmann Wealth Partners Group
Florida
$803K +$188K +1,835 +31%
28 29
30
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