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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,201 hedge funds and large institutions have $26.7B invested in iShares National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 519 increasing their positions, 424 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.22%
Holding in Top 10
118
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.84%
% of All Funds
1.89%
New
111
Increased
519
Reduced
424
Closed
82
Calls
$1.94M
Puts
$2.44M
Net Calls
-$497K
Net Calls Change
+$2.52M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$422M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$308M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$242M
4
CIA
Choate Investment Advisors
Massachusetts
+$96.1M
5
US Bancorp
US Bancorp
Minnesota
+$58.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$582M
2
Bank of America
Bank of America
North Carolina
-$332M
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$109M
4
BlackRock
BlackRock
New York
-$94M
5
Morgan Stanley
Morgan Stanley
New York
-$71.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
751
Patten Group
Tennessee
$799K +$51K +473 +7%
HI
752
Hudock Inc
Pennsylvania
$791K -$2.15M -19,934 -73%
CCB
753
Country Club Bank
Missouri
$789K -$40.3K -375 -5%
RIG
754
RiverFront Investment Group
Virginia
$786K – – –
MA
755
McBroom & Associates
Nevada
$784K +$32.4K +301 +4%
IFA
756
Interactive Financial Advisors
Illinois
$771K -$4.09K -38 -0.5%
SWM
757
Spire Wealth Management
Virginia
$768K +$36.4K +338 +5%
HNWAG
758
High Net Worth Advisory Group
Florida
$765K – – –
LHWM
759
Lake Hills Wealth Management
Texas
$760K -$930K -8,631 -55%
IFPL
760
Investments & Financial Planning LLC
Kentucky
$755K +$8.62K +80 +1%
PP
761
PrairieView Partners
Minnesota
$753K +$215 +2 +0%
CAC
762
Certified Advisory Corp
Florida
$752K +$752K +6,983 New
SFWA
763
Summit Financial Wealth Advisors
Louisiana
$752K – – –
HG
764
Harbor Group
New Hampshire
$751K -$3.19M -29,604 -81%
PWP
765
Perfromance Wealth Partners
Illinois
$749K +$4.09K +38 +0.5%
SAF
766
Smith Anglin Financial
Texas
$748K +$78.5K +729 +12%
PCA
767
Prosperity Capital Advisors
Ohio
$747K +$437K +4,056 +141%
RB
768
Renasant Bank
Mississippi
$736K – – –
FFA
769
First Foundation Advisors
California
$736K -$21.1K -196 -3%
First Trust Advisors
770
First Trust Advisors
Illinois
$734K +$35.6K +330 +5%
HCA
771
Horan Capital Advisors
Ohio
$730K +$730K +6,779 New
BFG
772
Barber Financial Group
Kansas
$729K +$204K +1,893 +39%
WFA
773
West Financial Advisors
Iowa
$724K +$120K +1,114 +20%
PI
774
PFG Investments
New York
$721K +$721K +6,688 New
NCM
775
Noesis Capital Mangement
Florida
$720K – – –
29 30
31
32 33