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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 %
XF
826
XML Financial
Maryland
$906K +$170K +1,562 +23%
PI
827
PFG Investments
New York
$904K +$39.4K +363 +5%
HCM
828
Highview Capital Management
Illinois
$903K – – –
TCM
829
Twele Capital Management
Minnesota
$899K -$270K -2,481 -23%
MIA
830
MainStreet Investment Advisors
Illinois
$899K -$137K -1,265 -13%
PJSIMP
831
P.J. Schmidt Investment Management (PJS)
Wisconsin
$898K +$204K +1,881 +29%
AC
832
ASB Consultores
Florida
$894K – – –
PCA
833
Pallas Capital Advisors
Massachusetts
$893K -$9.41K -88 -1%
RCM
834
Radnor Capital Management
Pennsylvania
$889K +$889K +8,185 New
KP
835
Keel Point
Alabama
$888K +$11.9K +110 +1%
EW
836
Elyxium Wealth
California
$885K +$885K +8,146 New
MFG
837
Midwest Financial Group
Kansas
$879K +$5.87K +54 +0.7%
SVWAG
838
Sound View Wealth Advisors Group
Georgia
$879K -$43.3K -399 -5%
Members Trust
839
Members Trust
Florida
$877K -$26.9K -248 -3%
ODG
840
O'Dell Group
Ohio
$876K +$82.9K +763 +10%
IBOK
841
Independence Bank of Kentucky
Kentucky
$873K – – –
CA
842
CoreCap Advisors
Michigan
$871K +$871K +8,018 New
JSW
843
Journey Strategic Wealth
New Jersey
$870K +$41.4K +381 +5%
WA
844
WBH Advisory
Maryland
$868K -$528K -4,863 -38%
FCM
845
Family Capital Management
Michigan
$867K +$106K +978 +14%
WHCI
846
W.H. Cornerstone Investments
Massachusetts
$866K -$31.6K -291 -4%
LSA
847
Lion Street Advisors
Texas
$865K +$29.7K +273 +4%
SAM
848
Smartleaf Asset Management
Massachusetts
$861K +$73.2K +673 +9%
RWA
849
Redhawk Wealth Advisors
Minnesota
$860K +$158K +1,452 +22%
Neuberger Berman Group
850
Neuberger Berman Group
New York
$858K – – –
32 33
34
35 36