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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,484 hedge funds and large institutions have $35.3B invested in iShares National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 581 increasing their positions, 603 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
-23
Holders Change %
-1.53%
% of All Funds
20.15%
Holding in Top 10
117
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.31%
% of All Funds
1.59%
New
119
Increased
581
Reduced
603
Closed
109
Calls
$99.1M
Puts
$467M
Net Calls
-$368M
Net Calls Change
-$298M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$194M
2
AC
Allstate Corporation
Illinois
+$152M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$103M
4
Charles Schwab
Charles Schwab
California
+$84.6M
5
Raymond James Financial
Raymond James Financial
Florida
+$66.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$215M
2
Jane Street
Jane Street
New York
-$200M
3
PAS
Park Avenue Securities
New York
-$110M
4
Osaic Holdings
Osaic Holdings
Arizona
-$96.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$94.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KW
826
Keyvantage Wealth
Pennsylvania
$978K -$670K -6,359 -41%
CTWM
827
Cherry Tree Wealth Management
Minnesota
$976K -$69.1K -655 -7%
RBC
828
Romano Brothers & Co
Illinois
$975K -$52.7K -500 -5%
DFG
829
Delta Financial Group
New Jersey
$973K -$102K -962 -9%
TWP
830
Triad Wealth Partners
Kansas
$971K -$1.18M -11,183 -55%
HCM
831
HMS Capital Management
Tennessee
$971K +$287K +2,763 +42%
PJSIMP
832
P.J. Schmidt Investment Management (PJS)
Wisconsin
$962K -$48K -455 -5%
HCM
833
Howard Capital Management
Georgia
$959K – – –
GM
834
GeoWealth Management
Illinois
$956K +$97.5K +925 +11%
SSWM
835
Sheets Smith Wealth Management
North Carolina
$953K -$105K -1,000 -10%
AO
836
Advisor OS
Illinois
$951K -$102K -969 -10%
WAM
837
Wakefield Asset Management
Colorado
$951K +$10.5K +100 +1%
MWM
838
MorganRosel Wealth Management
Colorado
$950K -$365K -3,464 -28%
NP
839
Nilsine Partners
Colorado
$950K – – –
RC
840
Roundview Capital
New Jersey
$950K -$232K -2,205 -20%
TWP
841
Tyche Wealth Partners
Texas
$944K +$572K +5,426 +154%
FCC
842
Florin Court Capital
United Kingdom
$938K -$1.53M -14,500 -62%
EFG
843
Elios Financial Group
Ohio
$936K -$43.9K -416 -4%
4WM
844
4J Wealth Management
Virginia
$935K -$4.75K -45 -0.5%
CFO
845
Collective Family Office
Pennsylvania
$934K -$369K -3,501 -28%
KWA
846
Kingswood Wealth Advisors
California
$934K -$728K -6,905 -44%
WAL
847
W Advisors LLC
Tennessee
$931K +$63.5K +602 +7%
DSC
848
Duncker Streett & Co
Missouri
$927K – – –
WWA
849
Wingate Wealth Advisors
Massachusetts
$921K +$2.43K +23 +0.3%
SWM
850
Spire Wealth Management
Virginia
$921K -$156K -1,477 -14%
32 33
34
35 36