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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 %
KPWG
851
KFA Private Wealth Group
Virginia
$556K +$133K +1,300 +32%
Koshinski Asset Management
852
Koshinski Asset Management
Illinois
$548K -$17.6K -172 -3%
CWM
853
Collaborative Wealth Management
Florida
$545K -$674K -6,576 -55%
PFGIA
854
Patriot Financial Group Insurance Agency
Massachusetts
$538K +$122K +1,186 +29%
RWA
855
Ropes Wealth Advisors
Massachusetts
$537K +$20K +195 +4%
CC
856
Copperleaf Capital
North Carolina
$534K +$249K +2,425 +87%
WCF
857
West Coast Financial
California
$531K – – –
FS
858
Ferguson Shapiro
Georgia
$527K +$4.31K +42 +0.8%
RIA
859
Realta Investment Advisors
Delaware
$523K – – –
3LCM
860
3D/L Capital Management
Connecticut
$521K -$5.09M -49,585 -91%
APWM
861
Argonautica Private Wealth Management
Massachusetts
$518K +$7.18K +70 +1%
RWA
862
Rooted Wealth Advisors
Illinois
$517K +$89.6K +855 +21%
KWM
863
KFG Wealth Management
Indiana
$514K -$64.2K -626 -11%
HFAS
864
Hummer Financial Advisory Services
Illinois
$513K – – –
MMG
865
Monetary Management Group
Missouri
$513K – – –
AWM
866
Aries Wealth Management
Maine
$509K – – –
ACM
867
Antonetti Capital Management
Florida
$509K – – –
PBO
868
Peoples Bank (Ohio)
Ohio
$509K +$509K +4,960 New
EWA
869
Evolution Wealth Advisors
Florida
$507K – – –
GT
870
Glenview Trust
Kentucky
$506K -$39.5K -385 -7%
TAM
871
TCP Asset Management
Ohio
$506K +$1.33K +13 +0.3%
WP
872
WealthPLAN Partners
Nebraska
$506K +$335K +3,269 +197%
HCM
873
Harvey Capital Management
Florida
$502K – – –
BAG
874
Briggs Advisory Group
Rhode Island
$496K -$19.5K -190 -4%
BOSSRA
875
B.O.S.S. Retirement Advisors
Utah
$495K +$11.9K +116 +2%
33 34
35
36 37