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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 %
EFM
851
Eley Financial Management
Vermont
$850K +$45.4K +418 +6%
AAG
852
Armstrong Advisory Group
Massachusetts
$849K +$109 +1 +0%
HSA
853
HBK Sorce Advisory
Pennsylvania
$849K -$28K -258 -3%
LFG
854
Larson Financial Group
Missouri
$846K +$632K +5,822 +296%
WN
855
Williams & Novak
California
$846K +$174K +1,601 +26%
BAM
856
Berkshire Asset Management
Pennsylvania
$839K – – –
PFS
857
Prospera Financial Services
Texas
$836K -$70.4K -648 -8%
FIM
858
Freedom Investment Management
Connecticut
$831K -$21K -193 -2%
AWS
859
Aspen Wealth Strategies
Colorado
$829K -$29.3K -270 -3%
AI
860
Accredited Investors
Minnesota
$829K -$70.6K -650 -8%
ITB
861
Idaho Trust Bank
Idaho
$821K -$5.98K -55 -0.7%
SRB
862
Shotwell Rutter Baer
Michigan
$818K -$1.51K -14 -0.2%
CCB
863
Country Club Bank
Missouri
$816K -$14.1K -130 -2%
TVAMP
864
Tennessee Valley Asset Management Partners
Tennessee
$810K +$2.39K +22 +0.3%
FDDB
865
Fidelity D&D Bancorp
Pennsylvania
$809K – – –
FA
866
FF Advisors
California
$808K -$101K -935 -11%
RPC
867
Rossmore Private Capital
Connecticut
$805K – – –
CCG
868
Chatham Capital Group
Georgia
$805K – – –
AWMS
869
Advocacy Wealth Management Services
Georgia
$804K +$804K +7,397 New
SIC
870
Sigma Investment Counselors
Michigan
$801K -$43.5K -400 -5%
ATC
871
Argent Trust Co
Tennessee
$794K – – –
PJWM
872
Philip James Wealth Mangement
Georgia
$790K +$1.09K +10 +0.1%
TAM
873
TCP Asset Management
Ohio
$788K +$248K +2,279 +46%
GAM
874
GEM Asset Management
Michigan
$788K +$7.77K +72 +1%
WAAG
875
Wealth Alliance Advisory Group
Kansas
$787K – – –
33 34
35
36 37