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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 %
RWA
851
Ropes Wealth Advisors
Massachusetts
$550K +$7.22K +67 +1%
MLM
852
Mount Lucas Management
Pennsylvania
$549K +$549K +5,097 New
GLA
853
Good Life Advisors
Pennsylvania
$547K +$40.9K +380 +8%
WCG
854
Wall Capital Group
Arizona
$547K +$2.27K +21 +0.4%
NCM
855
Northwest Capital Management
Oregon
$544K -$69.8K -648 -11%
TAM
856
Todd Asset Management
Kentucky
$542K -$120K -1,117 -18%
HFAS
857
Hummer Financial Advisory Services
Illinois
$539K – – –
MMG
858
Monetary Management Group
Missouri
$539K – – –
AWM
859
Aries Wealth Management
Maine
$537K – – –
CWM
860
Calamos Wealth Management
Illinois
$535K -$18M -166,724 -97%
ACM
861
Antonetti Capital Management
Florida
$535K – – –
FFM
862
Flagstone Financial Management
Nebraska
$535K – – –
EWA
863
Evolution Wealth Advisors
Florida
$533K +$533K +4,947 New
TAM
864
TCP Asset Management
Ohio
$528K -$52.9K -491 -9%
HCM
865
Harvey Capital Management
Florida
$528K – – –
TFA
866
Teamwork Financial Advisors
Texas
$528K +$754 +7 +0.1%
RIA
867
Realta Investment Advisors
Delaware
$526K +$52.5K +487 +11%
GFA
868
Gallagher Fiduciary Advisors
Illinois
$526K +$526K +4,878 New
CFD
869
Creative Financial Designs
Indiana
$525K +$62K +575 +13%
BA
870
Ballast Advisors
Minnesota
$518K +$189K +1,757 +58%
TAM
871
Titleist Asset Management
Texas
$518K +$518K +4,809 New
SPA
872
Sentinel Pension Advisors
Massachusetts
$518K +$1.19K +11 +0.2%
AFG
873
Altiora Financial Group
Ohio
$517K – – –
FCA
874
FinTrust Capital Advisors
South Carolina
$516K – – –
D
875
Diversified
Delaware
$513K +$28.6K +265 +6%
33 34
35
36 37