MUB icon

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 %
EFG
751
Elios Financial Group
Ohio
$1.13M +$1.13M +10,395 New
GLLW
752
Graves Light Lenhart Wealth
Virginia
$1.13M -$59K -543 -5%
EA
753
Efficient Advisors
Ohio
$1.13M -$74.5K -686 -6%
RB
754
Renasant Bank
Mississippi
$1.12M -$112K -1,034 -9%
SW
755
SMART Wealth
Nebraska
$1.12M +$697K +6,415 +165%
I
756
INVST
Indiana
$1.11M +$195K +1,793 +21%
SCA
757
Stonebridge Capital Advisors
Minnesota
$1.1M +$1.1M +10,140 New
LAM
758
LifePro Asset Management
California
$1.1M -$245K -2,251 -18%
HB
759
HTLF Bank
Colorado
$1.1M +$92.2K +849 +9%
SFFS
760
Stonehage Fleming Financial Services
Jersey
$1.1M – – –
SSWM
761
Sheets Smith Wealth Management
North Carolina
$1.09M -$112K -1,030 -9%
CIAS
762
Capital Investment Advisory Services
North Carolina
$1.09M -$231K -2,122 -17%
WB
763
Webster Bank
Connecticut
$1.09M – – –
Victory Capital Management
764
Victory Capital Management
Texas
$1.09M +$543K +5,000 +100%
HAIM
765
Hunter Associates Investment Management
Pennsylvania
$1.09M – – –
FWM
766
Fairhaven Wealth Management
Illinois
$1.08M -$10.9K -100 -1%
PWA
767
Physician Wealth Advisors
Utah
$1.08M -$508K -4,703 -32%
CTWM
768
Cherry Tree Wealth Management
Minnesota
$1.08M -$142K -1,305 -12%
CIP
769
Cornerstone Investment Partners
Georgia
$1.08M +$72.1K +664 +7%
PCS
770
Private Client Services
Kentucky
$1.07M +$281K +2,583 +35%
PCMC
771
Private Capital Management (Colorado)
Colorado
$1.07M +$952K +8,766 +789%
AAS
772
Annex Advisory Services
Wisconsin
$1.07M -$137K -1,260 -11%
JWCA
773
J.W. Cole Advisors
Florida
$1.07M -$108K -990 -9%
CMBA
774
C.M. Bidwell & Associates
Hawaii
$1.06M – – –
BA
775
Bristlecone Advisors
Washington
$1.06M – – –
29 30
31
32 33