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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 %
EFG
876
Erickson Financial Group
Pennsylvania
$511K -$72.2K -670 -12%
SL
877
Sentinus LLC
Illinois
$510K -$6.46K -60 -1%
WCF
878
West Coast Financial
California
$509K -$7.43K -69 -1%
OIS
879
Okabena Investment Services
Minnesota
$504K -$3.33M -30,894 -87%
SAG
880
Spotlight Asset Group
Illinois
$500K +$500K +4,900 New
SQA
881
Simon Quick Advisors
New Jersey
$495K -$64.6K -600 -12%
VWA
882
VERITY Wealth Advisors
United States
$495K +$2.16K +20 +0.4%
BG
883
Benedetti & Gucer
Georgia
$495K -$129K -1,194 -21%
PFT
884
Providence First Trust
Arizona
$490K – – –
SSC
885
Syverson Strege & Co
Iowa
$486K +$5.06K +47 +1%
OIA
886
Optimum Investment Advisors
Illinois
$485K – – –
OAM
887
Occidental Asset Management
California
$483K -$1.4M -12,963 -74%
SIM
888
Stratos Investment Management
Ohio
$482K +$37.6K +349 +8%
KFI
889
Key Financial Inc
Pennsylvania
$479K +$28.2K +262 +6%
BIA
890
Bigelow Investment Advisors
Maine
$474K -$473K -4,479 Closed
VCA
891
Verdence Capital Advisors
Maryland
$474K +$1.94K +18 +0.4%
CSWM
892
Cassady Schiller Wealth Management
Ohio
$474K +$12.4K +115 +3%
PRWA
893
Platte River Wealth Advisors
Colorado
$472K – – –
RL
894
Retireful LLC
Michigan
$469K +$469K +4,352 New
KPWG
895
KFA Private Wealth Group
Virginia
$467K +$1.83K +17 +0.4%
FPW
896
Flagship Private Wealth
Massachusetts
$466K +$236K +2,193 +103%
ESB
897
Essex Savings Bank
Connecticut
$466K +$35.3K +328 +8%
EK
898
Evensky & Katz
Florida
$466K +$466K +4,327 New
EIG
899
Ellenbecker Investment Group
Wisconsin
$459K +$1.62K +15 +0.4%
WC
900
Whitney & Co
New York
$457K +$151K +1,398 +49%
34 35
36
37 38