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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 %
FAM
901
Frontier Asset Management
Wyoming
$456K +$1.94K +18 +0.4%
BOSSRA
902
B.O.S.S. Retirement Advisors
Utah
$456K +$9.16K +85 +2%
CFAM
903
Center For Asset Management
Florida
$456K -$7K -65 -2%
SRSA
904
S.R. Schill & Associates
Washington
$454K – – –
WWP
905
Waypoint Wealth Partners
California
$453K – – –
DAC
906
Dividend Assets Capital
South Carolina
$450K – – –
SWP
907
Summit Wealth Partners
Florida
$450K +$26.4K +245 +6%
EIP
908
Ellis Investment Partners
Pennsylvania
$449K +$1.94K +18 +0.4%
HGWM
909
Horst & Graben Wealth Management
Oregon
$448K +$2.05K +19 +0.5%
UFA
910
US Financial Advisors
Massachusetts
$447K +$447K +4,152 New
BBWP
911
Beacon Bridge Wealth Partners
Pennsylvania
$447K -$207K -1,921 -32%
BIA
912
Bell Investment Advisors
California
$446K +$39.3K +365 +10%
SMC
913
Smith, Moore & Co
Missouri
$433K +$862 +8 +0.2%
GIA
914
Gladstone Institutional Advisory
Florida
$432K +$10.6K +98 +3%
TW
915
TrinityPoint Wealth
Connecticut
$432K +$25.4K +236 +6%
NCM
916
NCM Capital Management
New Jersey
$431K -$250K -2,316 -37%
WCM
917
Windham Capital Management
Massachusetts
$426K – – –
RWM
918
RKL Wealth Management
Pennsylvania
$424K +$1.94K +18 +0.5%
QWM
919
QP Wealth Management
New Jersey
$423K -$343K -3,180 -45%
AWM
920
Altus Wealth Management
Kentucky
$419K – – –
PFA
921
Petra Financial Advisors
Colorado
$413K -$953K -8,850 -70%
GAM
922
Gould Asset Management
California
$413K -$76.5K -710 -16%
KCM
923
Kanawha Capital Management
Virginia
$412K -$927K -8,600 -69%
EW
924
Evoke Wealth
California
$411K – – –
SL
925
SWMG LLC
Texas
$409K +$40.1K +372 +11%
35 36
37
38 39