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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 %
LWM
776
LongView Wealth Management
Georgia
$1.06M +$837K +7,701 +373%
Koshinski Asset Management
777
Koshinski Asset Management
Illinois
$1.06M +$22.6K +208 +2%
RBC
778
Romano Brothers & Co
Illinois
$1.06M – – –
TPA
779
Trivium Point Advisory
Connecticut
$1.06M -$97.8K -913 -8%
4WM
780
4J Wealth Management
Virginia
$1.05M -$34.8K -320 -3%
NP
781
Nilsine Partners
Colorado
$1.05M – – –
DC
782
Davenport & Co
Virginia
$1.04M +$14.9K +137 +1%
GT
783
Glenview Trust
Kentucky
$1.04M +$46.2K +425 +5%
WAL
784
W Advisors LLC
Tennessee
$1.04M -$103K -946 -9%
CAL
785
Capital Advisors Ltd
Ohio
$1.04M +$543 +5 +0.1%
BSTWA
786
Blake Schutter Theil Wealth Advisors
Ohio
$1.03M +$1.03M +9,437 New
EIA
787
Edgemoor Investment Advisors
Maryland
$1.02M +$381K +3,508 +60%
CW
788
Code Waechter
Florida
$1.01M +$1.01M +9,324 New
NAM
789
NTV Asset Management
West Virginia
$1.01M – – –
WT
790
Whittier Trust
California
$1M – – –
HCM
791
Howard Capital Management
Georgia
$1M -$8.26K -76 -0.8%
MFG
792
Magnus Financial Group
New York
$994K +$110K +1,012 +12%
MPWT
793
MassMutual Private Wealth & Trust
Connecticut
$993K +$43.8K +403 +5%
TTWM
794
TCV Trust & Wealth Management
Virginia
$990K +$9.99K +92 +1%
LWANC
795
Laurel Wealth Advisors (North Carolina)
North Carolina
$987K +$18K +166 +2%
ACG
796
Allen Capital Group
Nebraska
$986K -$6.63K -61 -0.7%
SEIA
797
Signature Estate & Investment Advisors
California
$986K +$139K +1,276 +16%
WAOI
798
Wealth Advisors of Iowa
Iowa
$982K +$982K +9,042 New
AWAG
799
ARS Wealth Advisors Group
Florida
$980K +$17.6K +162 +2%
GPW
800
Gray Private Wealth
Massachusetts
$975K +$760 +7 +0.1%
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