MUB icon

iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,484 hedge funds and large institutions have $35.3B invested in iShares National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 581 increasing their positions, 603 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
-23
Holders Change %
-1.53%
% of All Funds
20.15%
Holding in Top 10
117
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.31%
% of All Funds
1.59%
New
119
Increased
581
Reduced
603
Closed
109
Calls
$99.1M
Puts
$467M
Net Calls
-$368M
Net Calls Change
-$298M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$194M
2
AC
Allstate Corporation
Illinois
+$152M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$103M
4
Charles Schwab
Charles Schwab
California
+$84.6M
5
Raymond James Financial
Raymond James Financial
Florida
+$66.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$215M
2
Jane Street
Jane Street
New York
-$200M
3
PAS
Park Avenue Securities
New York
-$110M
4
Osaic Holdings
Osaic Holdings
Arizona
-$96.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$94.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACG
901
Allen Capital Group
Nebraska
$784K -$71K -673 -8%
CCB
902
Country Club Bank
Missouri
$784K – – –
PI
903
PFG Investments
New York
$781K -$10.9K -103 -1%
AWMS
904
Advocacy Wealth Management Services
Georgia
$780K – – –
FW
905
Fairway Wealth
Ohio
$780K +$197K +1,864 +34%
SRB
906
Shotwell Rutter Baer
Michigan
$778K -$22.3K -211 -3%
LSA
907
Lion Street Advisors
Texas
$773K -$60K -569 -7%
IFPL
908
Investments & Financial Planning LLC
Kentucky
$771K +$67.6K +641 +10%
CFP
909
Cypress Financial Planning
New Jersey
$765K +$76.1K +722 +11%
SIC
910
Sigma Investment Counselors
Michigan
$765K -$12.1K -115 -2%
PAA
911
Peregrine Asset Advisers
Oregon
$764K -$8.44K -80 -1%
WAAG
912
Wealth Alliance Advisory Group
Kansas
$764K – – –
FA
913
FF Advisors
California
$763K -$19.2K -184 -2%
PWA
914
Physician Wealth Advisors
Utah
$763K -$104K -984 -12%
EFM
915
Eley Financial Management
Vermont
$762K -$39.7K -376 -5%
AWS
916
Aspen Wealth Strategies
Colorado
$761K -$78.4K -744 -9%
KNFPWM
917
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$759K +$117K +1,108 +18%
ZBNA
918
Zions Bancorporation, National Association
Utah
$754K +$754K +7,151 New
DCM
919
Donaldson Capital Management
Indiana
$752K -$173K -1,637 -19%
BCA
920
Ballentine Capital Advisors
South Carolina
$751K – – –
WT
921
Whittier Trust
California
$747K -$330K -3,134 -31%
TAM
922
TCP Asset Management
Ohio
$742K -$25.3K -240 -3%
SFWA
923
Summit Financial Wealth Advisors
Louisiana
$736K – – –
GAM
924
GEM Asset Management
Michigan
$735K -$38.9K -369 -5%
FSA
925
Financial Sense Advisors
California
$733K -$21.8K -207 -3%
35 36
37
38 39