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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
1
Wealthfront Advisers
California
$884M
2
CSIA
2
Charles Schwab Investment Advisory
California
$980M
3
CC
3
Centiva Capital
New York
$248M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.01B
5
AC
5
Allstate Corporation
Illinois
$324M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.55B
2
MNG
2
Manning & Napier Group
New York
$45.4M
3
Barclays
3
Barclays
United Kingdom
$0
4
SEI Investments
4
SEI Investments
Pennsylvania
$394M
5
Franklin Resources
5
Franklin Resources
California
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
826
Strategic Investment Advisors
Michigan
$595K +$595K +5,807 New
IWP
827
Innova Wealth Partners
Pennsylvania
$595K -$35.1K -342 -6%
SWA
828
Sax Wealth Advisors
New Jersey
$594K +$594K +5,792 New
HWAM
829
Hennion & Walsh Asset Management
New Jersey
$594K – – –
PWMAG
830
Pinnacle Wealth Management Advisory Group
New Jersey
$591K – – –
AFS
831
AFG Fiduciary Services
Massachusetts
$585K +$11.9K +116 +2%
HGWM
832
Horst & Graben Wealth Management
Oregon
$583K +$154K +1,501 +36%
FNBSF
833
First National Bank Sioux Falls
South Dakota
$583K +$583K +5,681 New
KWA
834
Kingswood Wealth Advisors
California
$581K +$581K +5,664 New
FAFN
835
First Affirmative Financial Network
Colorado
$577K -$16K -156 -3%
ZIM
836
Zacks Investment Management
Illinois
$577K +$50.1K +489 +10%
NS
837
NBC Securities
Alabama
$576K +$576K +5,626 New
FAM
838
Flaharty Asset Management
Florida
$575K – – –
EWM
839
EPG Wealth Management
Georgia
$575K +$351K +3,426 +157%
EAM
840
Evanson Asset Management
California
$574K -$400K -3,905 -41%
MFG
841
Mainsail Financial Group
Washington
$573K +$573K +5,619 New
RC
842
Roundview Capital
New Jersey
$572K -$6.15K -60 -1%
MSFS
843
Main Street Financial Solutions
Pennsylvania
$572K +$1.95K +19 +0.3%
RMC
844
Regis Management Company
California
$564K – – –
HCM
845
Howard Capital Management
Georgia
$564K +$564K +5,498 New
SFWC
846
Strategic Family Wealth Counselors
New Jersey
$563K – – –
FAM
847
Frontier Asset Management
Wyoming
$561K +$109K +1,062 +24%
CCFM
848
Clear Creek Financial Management
Washington
$559K -$207K -2,018 -27%
FCA
849
FinTrust Capital Advisors
South Carolina
$558K +$57K +556 +11%
DAM
850
Derbend Asset Management
Georgia
$557K +$557K +5,434 New
32 33
34
35 36