MUB icon

iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,213 hedge funds and large institutions have $27.5B invested in iShares National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 518 increasing their positions, 431 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+12
Holders Change %
+1%
% of All Funds
19.13%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
1.59%
New
92
Increased
518
Reduced
431
Closed
69
Calls
$1.35M
Puts
$3.17M
Net Calls
-$1.83M
Net Calls Change
-$1.33M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.12B
2
Creative Planning
Creative Planning
Kansas
$1.18B
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$355M
4
AC
Allstate Corporation
Illinois
$130M
5
LPL Financial
LPL Financial
California
$519M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
$2.49M
2
Wealthfront Advisers
Wealthfront Advisers
California
$112M
3
FWI
Facet Wealth Inc
Maryland
$30.6M
4
UBS Group
UBS Group
Switzerland
$302M
5
MNG
Manning & Napier Group
New York
$46.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
776
Confluence Investment Management
Missouri
$718K +$13.2K +124 +2%
First Trust Advisors
777
First Trust Advisors
Illinois
$717K -$10.2K -96 -1%
HI
778
Harper Investing
California
$716K -$1.93M -18,102 -73%
WFA
779
West Financial Advisors
Iowa
$715K -$2.46K -23 -0.3%
IFPL
780
Investments & Financial Planning LLC
Kentucky
$711K -$37.4K -350 -5%
FFS
781
Founders Financial Securities
Maryland
$706K -$97K -909 -12%
BW
782
BIP Wealth
Georgia
$705K -$116K -1,086 -14%
IWM
783
Integris Wealth Management
California
$695K – – –
SWM
784
SeaCrest Wealth Management
New York
$694K – – –
GLA
785
Good Life Advisors
Pennsylvania
$693K +$151K +1,417 +28%
PI
786
PFG Investments
New York
$693K -$20.6K -193 -3%
RMA
787
Roffman Miller Associates
Pennsylvania
$689K -$281K -2,636 -29%
AP
788
Adero Partners
California
$688K -$310K -2,909 -31%
HI
789
Horizon Investments
North Carolina
$687K -$19.3K -182 -3%
BAWC
790
Boyce & Associates Wealth Consulting
Texas
$682K +$25.7K +241 +4%
MCM
791
Maple Capital Management
Vermont
$680K +$31.3K +293 +5%
GD
792
Grandfield & Dodd
New York
$674K +$674K +6,312 New
CA
793
CV Advisors
Florida
$668K +$269K +2,520 +67%
NFG
794
Nations Financial Group
Iowa
$661K +$72.5K +679 +12%
IWP
795
Innova Wealth Partners
Pennsylvania
$655K -$15.2K -142 -2%
PPP
796
Private Portfolio Partners
New Jersey
$654K – – –
FPW
797
Flagship Private Wealth
Massachusetts
$652K +$190K +1,779 +41%
9WM
798
9258 Wealth Management
Ohio
$652K -$10.8K -101 -2%
MCCA
799
Mill Creek Capital Advisors
Pennsylvania
$649K +$2.03K +19 +0.3%
SBH
800
Segall Bryant & Hamill
Illinois
$647K -$4.8K -45 -0.7%
30 31
32
33 34