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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 %
CPSC
776
Carl P. Sherr & Co
Massachusetts
$719K – – –
HI
777
Horizon Investments
North Carolina
$714K -$201K -1,871 -22%
CIM
778
Confluence Investment Management
Missouri
$711K +$203K +1,885 +40%
MCC
779
Money Concepts Capital
Florida
$711K +$601K +49,970 +543%
PWS
780
Paragon Wealth Strategies
Florida
$711K -$153K -1,422 -18%
MFGP
781
Marshall Financial Group (Pennsylvania)
Pennsylvania
$709K -$33.3K -309 -4%
RPC
782
Rossmore Private Capital
Connecticut
$708K -$48.1K -446 -6%
RMC
783
Regis Management Company
California
$703K -$1.39M -12,938 -66%
VC
784
Veracity Capital
Georgia
$703K +$41K +381 +6%
WWM
785
Wiser Wealth Management
Georgia
$702K -$50.1K -465 -7%
IWM
786
Integris Wealth Management
California
$701K – – –
SWM
787
SeaCrest Wealth Management
New York
$701K – – –
LA
788
LexAurum Advisors
Kansas
$699K -$89.7K -833 -11%
BCM
789
Brasada Capital Management
Texas
$698K +$148K +1,374 +27%
WI
790
Wintrust Investments
Illinois
$697K +$161K +1,499 +30%
IA
791
IFG Advisory
Georgia
$695K +$2.8K +26 +0.4%
AWA
792
Arete Wealth Advisors
Illinois
$693K -$902K -8,362 -57%
PWPS
793
Pinnacle Wealth Planning Services
Ohio
$684K – – –
IWP
794
Innova Wealth Partners
Pennsylvania
$677K -$68.8K -639 -9%
TWA
795
TCI Wealth Advisors
Arizona
$675K +$597K +5,543 +766%
EWA
796
EP Wealth Advisors
California
$674K -$41M -679,433 -98%
9WM
797
9258 Wealth Management
Ohio
$669K +$12.5K +116 +2%
ARC
798
Advisor Resource Council
Texas
$668K +$668K +6,172 New
BAWC
799
Boyce & Associates Wealth Consulting
Texas
$666K +$221K +2,038 +50%
MYIA
800
Mount Yale Investment Advisors
Colorado
$666K -$7.14M -66,303 -91%
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