MUB icon

iShares National Muni Bond ETF

1,364 hedge funds and large institutions have $32.7B invested in iShares National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 599 increasing their positions, 458 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.77%
Holding in Top 10
118
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-10.61%
% of All Funds
1.71%
New
111
Increased
599
Reduced
458
Closed
95
Calls
$186M
Puts
$237M
Net Calls
-$51M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
876
Freedom Investment Management
Connecticut
$680K +$285K +2,653 +72%
NL
877
Navalign LLC
California
$679K -$23.7K -220 -3%
PWMAG
878
Pinnacle Wealth Management Advisory Group
New Jersey
$679K
GD
879
Grandfield & Dodd
New York
$679K
DFG
880
Delta Financial Group
New Jersey
$676K +$676K +6,281 New
CBFP
881
Cedar Brook Financial Partners
Ohio
$674K -$38.2K -355 -5%
TWM
882
Tradition Wealth Management
Minnesota
$673K +$66.1K +614 +11%
SIA
883
Strategic Investment Advisors
Michigan
$672K +$78K +725 +13%
KPWG
884
KFA Private Wealth Group
Virginia
$671K +$84.7K +787 +14%
EFG
885
Ehrlich Financial Group
California
$666K +$367K +3,409 +122%
GAM
886
Gould Asset Management
California
$665K +$162K +1,505 +32%
PP
887
Patron Partners
Texas
$659K -$61.7K -573 -9%
PCMC
888
Private Capital Management (Colorado)
Colorado
$658K +$10.4K +97 +2%
BBA
889
Braun-Bostich & Associates
Pennsylvania
$656K -$254K -2,360 -28%
PP
890
PrairieView Partners
Minnesota
$655K +$10.7K +99 +2%
CFG
891
Cooper Financial Group
California
$650K
WW
892
Westshore Wealth
California
$648K -$40.4K -375 -6%
FF
893
Francis Financial
$638K +$302K +2,808 +90%
CG
894
CFO4Life Group
Texas
$636K -$114K -1,059 -15%
AP
895
Appleton Partners
Massachusetts
$636K +$636K +5,913 New
COCM
896
Charter Oak Capital Management
New Hampshire
$630K +$166K +1,540 +36%
WFAG
897
Wescott Financial Advisory Group
Pennsylvania
$629K +$2.26K +21 +0.4%
IWM
898
Integris Wealth Management
California
$629K
FCM
899
Fortis Capital Management
Washington
$622K +$3.01K +28 +0.5%
FAFN
900
First Affirmative Financial Network
Colorado
$621K -$12.4K -115 -2%