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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 %
HS
801
Horan Securities
United States
$664K +$265K +2,459 +66%
VCP
802
Verus Capital Partners
Arizona
$662K +$39.2K +364 +6%
SP
803
Successful Portfolios
Florida
$661K +$32.3K +300 +5%
PPP
804
Private Portfolio Partners
New Jersey
$660K -$401K -3,720 -38%
FWP
805
Firethorn Wealth Partners
Georgia
$659K +$119K +1,113 +22%
SBH
806
Segall Bryant & Hamill
Illinois
$658K -$5.71K -53 -0.9%
HWM
807
HB Wealth Management
Georgia
$655K +$2.48K +23 +0.4%
MCM
808
Maple Capital Management
Vermont
$655K +$148K +1,377 +29%
BZWA
809
Blue Zone Wealth Advisors
California
$655K -$53.9K -500 -8%
MCCA
810
Mill Creek Capital Advisors
Pennsylvania
$653K -$2.82M -26,160 -81%
DBT
811
Dubuque Bank & Trust
Iowa
$649K -$823K -7,636 -56%
CF
812
Centaurus Financial
California
$644K +$85.8K +796 +15%
UWPG
813
Ullmann Wealth Partners Group
Florida
$644K -$25.1K -233 -4%
HWAM
814
Hennion & Walsh Asset Management
New Jersey
$635K -$47.7K -443 -7%
RFN
815
RDA Financial Network
Iowa
$632K -$285K -2,646 -31%
FAFN
816
First Affirmative Financial Network
Colorado
$632K -$22.3K -207 -3%
SSWM
817
Smith Salley Wealth Management
North Carolina
$631K +$192K +1,780 +44%
AI
818
Accredited Investors
Minnesota
$627K +$61.4K +570 +11%
FNBOO
819
First National Bank of Omaha
Nebraska
$623K -$266K -2,465 -30%
RC
820
Roundview Capital
New Jersey
$623K +$4.53K +42 +0.7%
CCFM
821
Clear Creek Financial Management
Washington
$618K +$23.9K +222 +4%
WWM
822
Western Wealth Management
Colorado
$617K -$569K -5,283 -48%
SFWC
823
Strategic Family Wealth Counselors
New Jersey
$613K – – –
KWM
824
KFG Wealth Management
Indiana
$610K -$37.1K -342 -6%
FAM
825
Flaharty Asset Management
Florida
$598K +$4.53K +42 +0.8%
31 32
33
34 35