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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
1
Wealthfront Advisers
California
$884M
2
CSIA
2
Charles Schwab Investment Advisory
California
$980M
3
CC
3
Centiva Capital
New York
$248M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.01B
5
AC
5
Allstate Corporation
Illinois
$324M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.55B
2
MNG
2
Manning & Napier Group
New York
$45.4M
3
Barclays
3
Barclays
United Kingdom
$0
4
SEI Investments
4
SEI Investments
Pennsylvania
$394M
5
Franklin Resources
5
Franklin Resources
California
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFC
901
Client First Capital
California
$459K -$766K -7,473 -63%
CIA
902
Compass Ion Advisors
Pennsylvania
$454K +$454K +4,426 New
PFBT
903
Parkside Financial Bank & Trust
Missouri
$450K +$450K +4,385 New
SPA
904
Sentinel Pension Advisors
Massachusetts
$449K -$29.6K -289 -6%
CPG
905
Cornerstone Planning Group
New Jersey
$442K +$25.8K +252 +6%
CCM
906
Canal Capital Management
Virginia
$440K -$35.4K -345 -7%
RWM
907
RKL Wealth Management
Pennsylvania
$439K +$33.9K +331 +8%
DAC
908
Dividend Assets Capital
South Carolina
$437K – – –
FFM
909
Flagstone Financial Management
Nebraska
$435K -$74.3K -725 -15%
GM
910
GeoWealth Management
Illinois
$434K +$6.48K +63 +2%
EIP
911
Ellis Investment Partners
Pennsylvania
$433K +$2.87K +28 +0.7%
SRSA
912
S.R. Schill & Associates
Washington
$432K – – –
WWP
913
Waypoint Wealth Partners
California
$431K – – –
MA
914
MBA Advisors
Pennsylvania
$430K – – –
MCCA
915
Mill Creek Capital Advisors
Pennsylvania
$428K -$195K -1,899 -31%
GC
916
Guggenheim Capital
Illinois
$428K -$503K -4,907 -54%
NWM
917
Northwest Wealth Management
Iowa
$424K -$101K -988 -19%
GFA
918
Gallagher Fiduciary Advisors
Illinois
$422K -$118K -1,148 -22%
HBT
919
Hills Bank & Trust
Iowa
$422K +$422K +4,111 New
BG
920
Benedetti & Gucer
Georgia
$418K -$47K -458 -10%
SMC
921
Smith, Moore & Co
Missouri
$414K +$1.13K +11 +0.3%
PCP
922
Proficio Capital Partners
Massachusetts
$413K +$413K +4,024 New
AFO
923
Arrowroot Family Office
California
$412K +$45.5K +444 +12%
RFO
924
RiverGlades Family Offices
Florida
$411K -$605K -5,900 -60%
IFA
925
Interactive Financial Advisors
Illinois
$409K -$28.8K -281 -7%
35 36
37
38 39