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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 %
GWCM
801
Godshalk Welsh Capital Management
Pennsylvania
$972K +$201K +1,850 +26%
BWA
802
Bordeaux Wealth Advisors
California
$972K +$6.19K +57 +0.6%
STA
803
Smith Thornton Advisors
Alabama
$970K +$295K +2,720 +44%
BSB
804
Bangor Savings Bank
Maine
$968K +$92.2K +849 +11%
WAM
805
Wakefield Asset Management
Colorado
$964K +$11.6K +107 +1%
MYIA
806
Mount Yale Investment Advisors
Colorado
$964K +$1.85K +17 +0.2%
SVWG
807
Shared Vision Wealth Group
United States
$962K +$376K +3,462 +64%
GWMIA
808
Global Wealth Management Investment Advisory
Florida
$959K -$23.2K -214 -2%
RL
809
Rogco LP
Oklahoma
$958K +$7.5K +69 +0.8%
QC
810
Quadrature Capital
United Kingdom
$956K +$956K +8,806 New
AFS
811
AFG Fiduciary Services
Massachusetts
$951K +$47.1K +437 +5%
FFL
812
Financial Freedom LLC
Ohio
$946K -$6.95K -64 -0.7%
PFWA
813
Paces Ferry Wealth Advisors
Georgia
$936K +$1.41K +13 +0.2%
MFGP
814
Marshall Financial Group (Pennsylvania)
Pennsylvania
$930K +$6.41K +59 +0.7%
OFP
815
OLIO Financial Planning
Virginia
$929K +$2.28K +21 +0.2%
CF
816
Cyr Financial
Illinois
$928K +$186K +1,716 +25%
AFP
817
Alpha Financial Partners
Kentucky
$927K -$4.19M -38,576 -82%
EFG
818
Ehrlich Financial Group
California
$927K +$105K +967 +13%
DCM
819
Donaldson Capital Management
Indiana
$924K +$200K +1,840 +28%
VPP
820
Vertex Planning Partners
Illinois
$920K +$77.3K +712 +9%
EC
821
Elequin Capital
New York
$916K +$916K +8,428 New
D.E. Shaw & Co
822
D.E. Shaw & Co
New York
$912K +$912K +8,400 New
BCA
823
Ballentine Capital Advisors
South Carolina
$906K – – –
SIA
824
Spectrum Investment Advisors
Wisconsin
$906K +$1.74K +16 +0.2%
CAC
825
Certified Advisory Corp
Florida
$906K +$16K +147 +2%
31 32
33
34 35