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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 %
IWM
801
Integris Wealth Management
California
$667K – – –
OP
802
ORG Partners
Indiana
$665K -$8.75M -85,373 -93%
AP
803
Adero Partners
California
$661K – – –
BA
804
Ballast Advisors
Minnesota
$659K +$148K +1,440 +29%
BAWC
805
Boyce & Associates Wealth Consulting
Texas
$656K +$923 +9 +0.1%
Tudor Investment Corp
806
Tudor Investment Corp
Connecticut
$656K +$656K +6,398 New
MA
807
McBroom & Associates
Nevada
$651K -$77.1K -752 -11%
HCA
808
Horan Capital Advisors
Ohio
$651K -$44.5K -434 -6%
VCP
809
Verus Capital Partners
Arizona
$650K +$35.9K +350 +6%
GD
810
Grandfield & Dodd
New York
$647K – – –
IFPL
811
Investments & Financial Planning LLC
Kentucky
$639K -$44.2K -431 -6%
BFG
812
Bleakley Financial Group
New Jersey
$634K -$863K -8,420 -58%
MCM
813
Maple Capital Management
Vermont
$628K -$25.4K -248 -4%
RFN
814
RDA Financial Network
Iowa
$625K +$79.7K +777 +15%
PWPS
815
Pinnacle Wealth Planning Services
Ohio
$624K +$3.69K +36 +0.6%
XF
816
XML Financial
Maryland
$623K -$6.13M -59,750 -91%
FCM
817
Fortis Capital Management
Washington
$621K +$40.3K +393 +7%
FPW
818
Flagship Private Wealth
Massachusetts
$614K -$11.8K -115 -2%
9WM
819
9258 Wealth Management
Ohio
$613K -$13.2K -129 -2%
FNBOO
820
First National Bank of Omaha
Nebraska
$609K – – –
PFG
821
PAX Financial Group
Texas
$608K -$106K -1,030 -15%
USB
822
Union Savings Bank
Connecticut
$606K – – –
HI
823
Harper Investing
California
$606K -$81.7K -797 -12%
IA
824
IFG Advisory
Georgia
$603K +$603K +5,885 New
WFAG
825
Wescott Financial Advisory Group
Pennsylvania
$596K -$278K -2,716 -32%
31 32
33
34 35