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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,213 hedge funds and large institutions have $27.5B invested in iShares National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 518 increasing their positions, 431 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+12
Holders Change %
+1%
% of All Funds
19.13%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
1.59%
New
92
Increased
518
Reduced
431
Closed
69
Calls
$1.35M
Puts
$3.17M
Net Calls
-$1.83M
Net Calls Change
-$1.33M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.12B
2
Creative Planning
Creative Planning
Kansas
$1.18B
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$355M
4
AC
Allstate Corporation
Illinois
$130M
5
LPL Financial
LPL Financial
California
$519M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
$2.49M
2
Wealthfront Advisers
Wealthfront Advisers
California
$112M
3
FWI
Facet Wealth Inc
Maryland
$30.6M
4
UBS Group
UBS Group
Switzerland
$302M
5
MNG
Manning & Napier Group
New York
$46.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
826
D.A. Davidson & Co
Montana
$569K +$230K +2,154 +68%
RFN
827
RDA Financial Network
Iowa
$568K -$58.4K -547 -9%
GT
828
Glenview Trust
Kentucky
$567K -$12.1K -113 -2%
FWP
829
Firethorn Wealth Partners
Georgia
$562K -$98.5K -923 -15%
GFA
830
Gallagher Fiduciary Advisors
Illinois
$562K +$41K +384 +8%
WCF
831
West Coast Financial
California
$553K +$49.2K +461 +10%
ZIM
832
Zacks Investment Management
Illinois
$548K +$188K +1,763 +52%
FSG
833
Financial Strategies Group
Michigan
$548K -$36K -337 -6%
NWM
834
Northwest Wealth Management
Iowa
$547K -$18K -169 -3%
BTWM
835
Baker Tilly Wealth Management
Wisconsin
$546K – – –
BWM
836
BerganKDV Wealth Management
Minnesota
$545K -$6.62K -62 -1%
WCG
837
Wall Capital Group
Arizona
$544K +$4.48K +42 +0.8%
FS
838
Ferguson Shapiro
Georgia
$544K -$1.47M -13,801 -73%
NCM
839
Northwest Capital Management
Oregon
$539K +$107 +1 +0%
RWA
840
Ropes Wealth Advisors
Massachusetts
$538K -$7.15K -67 -1%
BAG
841
Briggs Advisory Group
Rhode Island
$537K -$32.3K -303 -6%
CFD
842
Creative Financial Designs
Indiana
$537K +$17.2K +161 +3%
MMG
843
Monetary Management Group
Missouri
$534K – – –
HFAS
844
Hummer Financial Advisory Services
Illinois
$534K – – –
BA
845
Ballast Advisors
Minnesota
$533K +$19.4K +182 +4%
APWM
846
Argonautica Private Wealth Management
Massachusetts
$532K -$16.9K -158 -3%
AWM
847
Aries Wealth Management
Maine
$532K – – –
ACM
848
Antonetti Capital Management
Florida
$530K – – –
FFM
849
Flagstone Financial Management
Nebraska
$530K – – –
EWA
850
Evolution Wealth Advisors
Florida
$528K – – –
32 33
34
35 36