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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,216 hedge funds and large institutions have $30.2B invested in iShares National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 518 increasing their positions, 430 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
19.39%
Holding in Top 10
114
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.87%
% of All Funds
1.82%
New
101
Increased
518
Reduced
430
Closed
84
Calls
$21.8M
Puts
$3.09M
Net Calls
+$18.7M
Net Calls Change
+$20.5M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$884M
2
CSIA
Charles Schwab Investment Advisory
California
$980M
3
CC
Centiva Capital
New York
$248M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.01B
5
AC
Allstate Corporation
Illinois
$324M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.55B
2
MNG
Manning & Napier Group
New York
$45.4M
3
Barclays
Barclays
United Kingdom
$0
4
SEI Investments
SEI Investments
Pennsylvania
$394M
5
Franklin Resources
Franklin Resources
California
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
776
SWMG LLC
Texas
$733K +$256K +2,493 +54%
Empower Advisory Group
777
Empower Advisory Group
Colorado
$733K +$245K +2,391 +50%
CAMV
778
Concord Asset Management (Virginia)
Virginia
$728K -$202K -1,969 -22%
HNWAG
779
High Net Worth Advisory Group
Florida
$728K – – –
LSA
780
Lion Street Advisors
Texas
$725K -$34K -332 -4%
SFWA
781
Summit Financial Wealth Advisors
Louisiana
$721K – – –
ZB
782
Zions Bancorporation
Utah
$716K -$1.84M -17,928 -72%
EWM
783
Executive Wealth Management
Michigan
$708K -$74.9K -730 -10%
ESB
784
Essex Savings Bank
Connecticut
$708K +$128K +1,250 +22%
PWP
785
Perfromance Wealth Partners
Illinois
$698K -$286K -2,785 -29%
First Trust Advisors
786
First Trust Advisors
Illinois
$698K +$9.33K +91 +1%
WWM
787
Wiser Wealth Management
Georgia
$697K -$13.7K -134 -2%
EWA
788
EverSource Wealth Advisors
Alabama
$693K +$84.3K +822 +14%
FSG
789
Financial Strategies Group
Michigan
$693K +$170K +1,673 +33%
FFA
790
First Foundation Advisors
California
$691K +$132K +1,287 +24%
SAF
791
Smith Anglin Financial
Texas
$689K -$1.85K -18 -0.3%
IIC
792
Ironwood Investment Counsel
Arizona
$687K +$2.74K +12 +0.4%
PPP
793
Private Portfolio Partners
New Jersey
$679K +$51.3K +500 +8%
SWM
794
SeaCrest Wealth Management
New York
$678K +$11.5K +112 +2%
RL
795
Rogco LP
Oklahoma
$678K +$678K +6,612 New
BW
796
BIP Wealth
Georgia
$677K -$205 -2 -0%
NL
797
NWAM LLC
Washington
$674K -$260K -2,532 -28%
TSS
798
Two Sigma Securities
New York
$673K +$673K +6,566 New
EWP
799
Engrave Wealth Partners
Texas
$673K -$97.6K -952 -13%
GLA
800
Good Life Advisors
Pennsylvania
$669K +$3.18K +31 +0.5%
30 31
32
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