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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 %
TAM
851
TCP Asset Management
Ohio
$525K +$1.39K +13 +0.3%
TAM
852
Titleist Asset Management
Texas
$525K +$11.5K +108 +2%
RIA
853
Realta Investment Advisors
Delaware
$523K +$2.24K +21 +0.4%
HCM
854
Harvey Capital Management
Florida
$523K – – –
MLM
855
Mount Lucas Management
Pennsylvania
$517K -$27.3K -256 -5%
FCA
856
FinTrust Capital Advisors
South Carolina
$516K – – –
AFG
857
Altiora Financial Group
Ohio
$512K – – –
VCA
858
Verdence Capital Advisors
Maryland
$512K +$42.4K +397 +9%
MWM
859
Merriman Wealth Management
Washington
$509K -$597K -5,597 -54%
Empower Advisory Group
860
Empower Advisory Group
Colorado
$508K -$49.3K -462 -9%
MPPLM
861
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$507K -$68.7K -644 -12%
CSWM
862
Cassady Schiller Wealth Management
Ohio
$503K +$33.6K +315 +7%
BOSSRA
863
B.O.S.S. Retirement Advisors
Utah
$503K +$51.5K +483 +11%
OIS
864
Okabena Investment Services
Minnesota
$499K – – –
SPA
865
Sentinel Pension Advisors
Massachusetts
$498K -$12.5K -117 -2%
SL
866
SWMG LLC
Texas
$497K +$92.1K +863 +23%
CCM
867
Canal Capital Management
Virginia
$495K -$79K -740 -14%
FFA
868
Fi3 Financial Advisors
Indiana
$495K -$93.2K -873 -16%
VWA
869
VERITY Wealth Advisors
United States
$494K +$3.2K +30 +0.7%
WW
870
Westshore Wealth
California
$491K -$462K -4,330 -48%
SQA
871
Simon Quick Advisors
New Jersey
$491K – – –
PFT
872
Providence First Trust
Arizona
$486K – – –
BG
873
Benedetti & Gucer
Georgia
$484K -$6.09K -57 -1%
SSC
874
Syverson Strege & Co
Iowa
$483K +$1.17K +11 +0.2%
EFG
875
Erickson Financial Group
Pennsylvania
$482K -$24.5K -230 -5%
33 34
35
36 37