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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 %
PWPS
901
Pinnacle Wealth Planning Services
Ohio
$723K +$163K +1,500 +29%
Qube Research & Technologies (QRT)
902
Qube Research & Technologies (QRT)
United Kingdom
$717K +$717K +6,601 New
NPP
903
New Potomac Partners
Maryland
$715K – – –
ESB
904
Essex Savings Bank
Connecticut
$714K – – –
BTI
905
Blue Trust Inc
Georgia
$704K +$375K +3,523 +114%
SAF
906
Smith Anglin Financial
Texas
$703K -$59.2K -545 -8%
PWP
907
Perfromance Wealth Partners
Illinois
$696K -$43.5K -400 -6%
NL
908
Navalign LLC
California
$686K – – –
GD
909
Grandfield & Dodd
New York
$686K – – –
NS
910
NBC Securities
Alabama
$674K +$145K +1,338 +27%
WFAG
911
Wescott Financial Advisory Group
Pennsylvania
$672K +$3.37K +31 +0.5%
BIA
912
Bigelow Investment Advisors
Maine
$672K -$156K -1,435 -19%
PFGIA
913
Patriot Financial Group Insurance Agency
Massachusetts
$666K -$130K -1,201 -16%
PWMAG
914
Pinnacle Wealth Management Advisory Group
New Jersey
$665K -$32K -295 -5%
CC
915
Capstone Capital
Nevada
$664K -$65.2K -600 -9%
1WM
916
1900 Wealth Management
Texas
$663K -$77.7K -715 -10%
WW
917
Westshore Wealth
California
$661K -$8.91K -82 -1%
NFA
918
Northwest Financial Advisors
Virginia
$659K +$60.7K +559 +10%
1SB
919
1ST Source Bank
Indiana
$653K – – –
MWA
920
Merkkuri Wealth Advisors
New York
$648K +$18.1K +167 +3%
ONB
921
Old National Bancorp
Indiana
$648K -$401K -3,692 -38%
RRCM
922
Rappaport Reiches Capital Management
Illinois
$648K +$648K +5,964 New
RIP
923
RAM Investment Partners
Washington
$647K -$10.5K -97 -2%
FGA
924
Fortis Group Advisors
New Jersey
$644K +$247K +2,272 +62%
CWP
925
Cyndeo Wealth Partners
Florida
$639K +$53.6K +493 +9%
35 36
37
38 39