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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
-28
Holders Change %
-2.05%
% of All Funds
19.43%
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
Charles Schwab
California
+$914M
2
Betterment LLC
Betterment LLC
New York
+$250M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$169M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$161M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$108M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$294M
2
Jane Street
Jane Street
New York
-$290M
3
US Bancorp
US Bancorp
Minnesota
-$242M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$206M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$78.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPW
726
Flagship Private Wealth
Massachusetts
$1.14M -$17K -160 -1%
RA
727
Regis Acquisition
Colorado
$1.13M +$130K +1,215 +13%
MFG
728
Merit Financial Group
Georgia
$1.13M +$243K +2,279 +27%
Susquehanna International Group
729
Susquehanna International Group
Pennsylvania
$1.13M +$1.13M +10,589 New
EFG
730
Everhart Financial Group
Ohio
$1.13M +$100K +939 +10%
WAL
731
W Advisors LLC
Tennessee
$1.12M +$206K +1,933 +23%
AQR Capital Management
732
AQR Capital Management
Connecticut
$1.11M +$1.11M +10,437 New
FWM
733
Forza Wealth Management
Florida
$1.11M – – –
CFGF
734
Compass Financial Group (Florida)
Florida
$1.09M +$111K +1,037 +11%
TWM
735
TSA Wealth Management
Texas
$1.09M +$869K +8,153 +389%
SFFS
736
Stonehage Fleming Financial Services
Jersey
$1.08M +$759K +7,123 +239%
CFA
737
Cahill Financial Advisors
Minnesota
$1.08M +$81.7K +767 +8%
FWM
738
Fairhaven Wealth Management
Illinois
$1.07M -$49.5K -465 -4%
WWM
739
Western Wealth Management
Colorado
$1.07M +$66.3K +622 +7%
S
740
Sunpointe
Missouri
$1.07M +$871K +8,173 +433%
AI
741
Arrien Investments
Idaho
$1.07M +$21.3K +200 +2%
HAIM
742
Hunter Associates Investment Management
Pennsylvania
$1.07M – – –
WB
743
Webster Bank
Connecticut
$1.07M – – –
4WM
744
4J Wealth Management
Virginia
$1.06M -$57.9K -543 -5%
TWP
745
Triad Wealth Partners
Kansas
$1.05M +$1.05M +9,859 New
MGIA
746
Moneta Group Investment Advisors
Missouri
$1.04M -$632K -5,933 -38%
CMBA
747
C.M. Bidwell & Associates
Hawaii
$1.04M -$505K -4,738 -33%
BA
748
Bristlecone Advisors
Washington
$1.04M -$34.5K -324 -3%
RBC
749
Romano Brothers & Co
Illinois
$1.04M – – –
ONB
750
Old National Bancorp
Indiana
$1.03M -$710K -6,666 -41%
28 29
30
31 32