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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 %
CWM
826
Catalyst Wealth Management
Georgia
$598K +$598K +5,550 New
LA
827
Lifeworks Advisors
Michigan
$594K +$594K +5,512 New
NFG
828
Nations Financial Group
Iowa
$594K +$646 +6 +0.1%
ASFA
829
All Season Financial Advisors
Colorado
$594K +$12K +111 +2%
FFA
830
Fi3 Financial Advisors
Indiana
$593K – – –
WEG
831
World Equity Group
Illinois
$592K -$1.95M -7,797 -77%
FSG
832
Financial Strategies Group
Michigan
$589K -$59.5K -552 -9%
EWA
833
EverSource Wealth Advisors
Alabama
$588K -$101K -934 -15%
GT
834
Glenview Trust
Kentucky
$585K +$116K +1,073 +25%
MSFS
835
Main Street Financial Solutions
Pennsylvania
$585K +$266K +2,466 +83%
MPPLM
836
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$581K -$70.9K -658 -11%
CCM
837
Canal Capital Management
Virginia
$580K -$3.03M -28,113 -84%
BFA
838
Beacon Financial Advisory
Ohio
$579K +$205K +1,899 +55%
MHS
839
M Holdings Securities
Oregon
$577K +$108K +1,000 +23%
BAG
840
Briggs Advisory Group
Rhode Island
$575K – – –
NF
841
Nvest Financial
New Hampshire
$572K +$572K +5,313 New
NWM
842
Northwest Wealth Management
Iowa
$570K -$69K -640 -11%
MFG
843
Merit Financial Group
Georgia
$564K -$1.92M -17,779 -77%
AFO
844
Arrowroot Family Office
California
$562K +$562K +5,218 New
Empower Advisory Group
845
Empower Advisory Group
Colorado
$562K +$562K +5,218 New
BWM
846
BerganKDV Wealth Management
Minnesota
$557K +$6.68K +62 +1%
MWM
847
Mattern Wealth Management
Kansas
$555K +$34K +316 +7%
APWM
848
Argonautica Private Wealth Management
Massachusetts
$554K +$554K +5,141 New
CCM
849
Colorado Capital Management
Colorado
$551K – – –
BTWM
850
Baker Tilly Wealth Management
Wisconsin
$551K +$280K +2,600 +103%
32 33
34
35 36