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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,388 hedge funds and large institutions have $34.6B invested in iShares National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 645 increasing their positions, 427 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
+52
Holders Change %
+3.89%
% of All Funds
20.08%
Holding in Top 10
109
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.84%
% of All Funds
1.58%
New
124
Increased
645
Reduced
427
Closed
58
Calls
$55M
Puts
$46.3M
Net Calls
+$8.65M
Net Calls Change
+$189M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$215M
2
US Bancorp
US Bancorp
Minnesota
+$202M
3
Morgan Stanley
Morgan Stanley
New York
+$132M
4
Betterment LLC
Betterment LLC
New York
+$121M
5
FWI
Facet Wealth Inc
Maryland
+$111M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$576M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$236M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$53.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$49.4M
5
SP
Symmetry Partners
Connecticut
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
726
Spire Wealth Management
Virginia
$1.26M -$170K -1,568 -12%
JFA
727
JNBA Financial Advisors
Minnesota
$1.25M – – –
OC
728
Oppenheimer & Co
New York
$1.24M -$1.16M -10,723 -48%
AA
729
Advisory Alpha
Michigan
$1.23M -$23.6K -217 -2%
FNWM
730
Financial Network Wealth Management
Utah
$1.23M +$6.3K +58 +0.5%
SC
731
Sepio Capital
Utah
$1.23M -$67.6K -622 -5%
CW
732
Cooksen Wealth
Texas
$1.23M +$42.8K +394 +4%
RC
733
Roundview Capital
New Jersey
$1.22M +$21.3K +196 +2%
PB
734
Pinnacle Bancorp
Nebraska
$1.22M +$33.2K +306 +3%
FPW
735
Flagship Private Wealth
Massachusetts
$1.21M +$54.4K +501 +5%
KFP
736
KMG Fiduciary Partners
Ohio
$1.21M +$32K +295 +3%
AF
737
Apexium Financial
Texas
$1.21M +$217 +2 +0%
TA
738
TFB Advisors
Kansas
$1.2M -$31K -285 -3%
CFGF
739
Compass Financial Group (Florida)
Florida
$1.19M +$80.1K +737 +7%
VCA
740
Verdence Capital Advisors
Maryland
$1.18M +$16.8K +155 +1%
ECM
741
Exchange Capital Management
Michigan
$1.17M -$59.2K -545 -5%
WWA
742
WCG Wealth Advisors
Nevada
$1.17M +$1.17M +10,755 New
OC
743
Oarsman Capital
Wisconsin
$1.17M +$277K +2,548 +31%
BW
744
BIP Wealth
Georgia
$1.16M +$536K +4,934 +85%
BWM
745
Brophy Wealth Management
New Hampshire
$1.15M +$1.15M +10,588 New
OWP
746
ORG Wealth Partners
Texas
$1.15M +$1.15M +10,584 New
AI
747
Arrien Investments
Idaho
$1.14M +$49.2K +453 +5%
CFA
748
Cahill Financial Advisors
Minnesota
$1.13M +$36.4K +335 +3%
AQR Capital Management
749
AQR Capital Management
Connecticut
$1.13M – – –
FWM
750
Forza Wealth Management
Florida
$1.13M – – –
28 29
30
31 32