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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 %
OIA
876
Optimum Investment Advisors
Illinois
$480K – – –
SL
877
Sentinus LLC
Illinois
$478K -$27.2K -255 -5%
OAM
878
Occidental Asset Management
California
$478K – – –
SIM
879
Stratos Investment Management
Ohio
$478K +$854 +8 +0.2%
CFO
880
Collective Family Office
Pennsylvania
$477K +$477K +4,469 New
KFI
881
Key Financial Inc
Pennsylvania
$475K – – –
FAM
882
Frontier Asset Management
Wyoming
$471K +$19.1K +179 +4%
WC
883
Whitney & Co
New York
$464K +$11.2K +105 +2%
KIA
884
KLR Investment Advisors
Rhode Island
$458K -$430K -4,029 -48%
IFA
885
Interactive Financial Advisors
Illinois
$455K -$309K -2,891 -40%
TI
886
Trexquant Investment
Connecticut
$455K +$455K +4,265 New
EK
887
Evensky & Katz
Florida
$455K -$7.27K -68 -2%
DAC
888
Dividend Assets Capital
South Carolina
$455K – – –
GWCM
889
Godshalk Welsh Capital Management
Pennsylvania
$451K +$131K +1,225 +41%
SRSA
890
S.R. Schill & Associates
Washington
$450K – – –
WWP
891
Waypoint Wealth Partners
California
$448K – – –
EIP
892
Ellis Investment Partners
Pennsylvania
$448K +$2.88K +27 +0.6%
MA
893
MBA Advisors
Pennsylvania
$448K +$156K +1,457 +53%
HGWM
894
Horst & Graben Wealth Management
Oregon
$446K +$2.77K +26 +0.6%
SWP
895
Summit Wealth Partners
Florida
$444K -$1.17K -11 -0.3%
PRWA
896
Platte River Wealth Advisors
Colorado
$443K -$24.5K -230 -5%
GM
897
GeoWealth Management
Illinois
$443K +$285K +2,675 +181%
KPWG
898
KFA Private Wealth Group
Virginia
$440K -$22.1K -207 -5%
RWA
899
Rooted Wealth Advisors
Illinois
$434K +$236K +2,215 +119%
CPG
900
Cornerstone Planning Group
New Jersey
$433K +$433K +4,061 New
34 35
36
37 38