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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 %
HNWAG
876
High Net Worth Advisory Group
Florida
$776K +$1.63K +15 +0.2%
SIA
877
Strategic Investment Advisors
Michigan
$775K +$19.7K +181 +3%
SL
878
SWMG LLC
Texas
$772K +$48.9K +457 +7%
OC
879
Oakworth Capital
Alabama
$769K +$766K +7,047 +20,726%
TCM
880
Traynor Capital Management
Pennsylvania
$769K -$114K -1,052 -13%
CG
881
CFO4Life Group
Texas
$768K +$126K +1,162 +20%
GWM
882
Graybill Wealth Management
Illinois
$767K – – –
FSA
883
Financial Sense Advisors
California
$765K +$38.2K +352 +5%
GAM
884
Gould Asset Management
California
$764K +$62.5K +575 +9%
CWI
885
Conscious Wealth Investments
Florida
$762K -$2.56K -24 -0.3%
SFWA
886
Summit Financial Wealth Advisors
Louisiana
$758K – – –
HWA
887
Hilltop Wealth Advisors
North Carolina
$749K +$352K +3,242 +89%
MLM
888
Mount Lucas Management
Pennsylvania
$749K +$34.7K +319 +5%
SWM
889
SeaCrest Wealth Management
New York
$742K – – –
QPWM
890
Quadrant Private Wealth Management
Pennsylvania
$742K +$161K +1,483 +28%
EB
891
Eastern Bank
Massachusetts
$735K +$735K +6,765 New
TF
892
Tompkins Financial
New York
$733K -$211K -1,945 -22%
NFG
893
Nations Financial Group
Iowa
$733K -$71.9K -662 -9%
HFO
894
Heritage Family Offices
Arizona
$730K -$77.1K -710 -10%
AFG
895
Atomi Financial Group
New York
$730K +$187K +1,722 +34%
WFA
896
West Financial Advisors
Iowa
$729K – – –
CWM
897
Certus Wealth Management
California
$727K +$23.4K +215 +3%
AFG
898
Altiora Financial Group
Ohio
$725K +$114K +1,050 +19%
FAM
899
Flaharty Asset Management
Florida
$724K +$103K +952 +17%
IFPL
900
Investments & Financial Planning LLC
Kentucky
$723K -$29.3K -270 -4%
34 35
36
37 38