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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
Wealthfront Advisers
California
$884M
2
CSIA
Charles Schwab Investment Advisory
California
$980M
3
CC
Centiva Capital
New York
$248M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.01B
5
AC
Allstate Corporation
Illinois
$324M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.55B
2
MNG
Manning & Napier Group
New York
$45.4M
3
Barclays
Barclays
United Kingdom
$0
4
SEI Investments
SEI Investments
Pennsylvania
$394M
5
Franklin Resources
Franklin Resources
California
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBT
876
Dubuque Bank & Trust
Iowa
$495K +$495K +4,824 New
TAM
877
Titleist Asset Management
Texas
$493K -$11.1K -108 -2%
AFG
878
Altiora Financial Group
Ohio
$492K – – –
CWM
879
Certus Wealth Management
California
$491K -$629K -6,137 -56%
MWM
880
Merriman Wealth Management
Washington
$489K +$103 +1 +0%
COCM
881
Charter Oak Capital Management
New Hampshire
$485K -$340K -3,321 -41%
GWCM
882
Godshalk Welsh Capital Management
Pennsylvania
$485K +$51.3K +500 +12%
OIS
883
Okabena Investment Services
Minnesota
$480K – – –
VWA
884
VERITY Wealth Advisors
United States
$477K +$3.18K +31 +0.7%
ECM
885
Exchange Capital Management
Michigan
$476K +$219K +2,137 +85%
FFA
886
Fi3 Financial Advisors
Indiana
$475K – – –
AFP
887
Alpha Financial Partners
Kentucky
$475K +$475K +4,631 New
MPPLM
888
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$472K -$15.1K -147 -3%
AP
889
Americana Partners
Texas
$472K +$472K +4,603 New
GAM
890
Gould Asset Management
California
$471K +$93.8K +915 +25%
CRG
891
Cornerstone Retirement Group
Nevada
$468K +$468K +4,562 New
EIG
892
Ellenbecker Investment Group
Wisconsin
$467K +$65.2K +637 +16%
PFT
893
Providence First Trust
Arizona
$467K – – –
PCH
894
PGIM Custom Harvest
New Jersey
$462K +$462K +4,502 New
OIA
895
Optimum Investment Advisors
Illinois
$461K – – –
KIC
896
Kensington Investment Counsel
California
$461K +$461K +4,498 New
SIM
897
Stratos Investment Management
Ohio
$460K +$820 +8 +0.2%
RIM
898
Redwood Investment Management
Arizona
$460K +$460K +4,486 New
EFG
899
Erickson Financial Group
Pennsylvania
$460K -$2.77K -27 -0.6%
OAM
900
Occidental Asset Management
California
$459K – – –
34 35
36
37 38