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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,213 hedge funds and large institutions have $27.5B invested in iShares National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 518 increasing their positions, 431 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+12
Holders Change %
+1%
% of All Funds
19.13%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
1.59%
New
92
Increased
518
Reduced
431
Closed
69
Calls
$1.35M
Puts
$3.17M
Net Calls
-$1.83M
Net Calls Change
-$1.33M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.12B
2
Creative Planning
Creative Planning
Kansas
$1.18B
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$355M
4
AC
Allstate Corporation
Illinois
$130M
5
LPL Financial
LPL Financial
California
$519M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
$2.49M
2
Wealthfront Advisers
Wealthfront Advisers
California
$112M
3
FWI
Facet Wealth Inc
Maryland
$30.6M
4
UBS Group
UBS Group
Switzerland
$302M
5
MNG
Manning & Napier Group
New York
$46.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
926
Evoke Wealth
California
$386K -$21.3K -200 -5%
AFO
927
Arrowroot Family Office
California
$382K -$175K -1,643 -31%
TW
928
TrinityPoint Wealth
Connecticut
$380K -$48K -450 -11%
D
929
Diversified
Delaware
$378K -$130K -1,220 -26%
SIC
930
Salem Investment Counselors
North Carolina
$378K – – –
VWA
931
V Wealth Advisors
Kansas
$377K +$46.9K +439 +14%
MAG
932
MRA Advisory Group
New Jersey
$376K +$101K +945 +37%
KCM
933
Kanawha Capital Management
Virginia
$374K -$34.7K -325 -8%
CCT
934
Capital City Trust
Florida
$374K – – –
CWM
935
Chemistry Wealth Management
New York
$372K – – –
SS
936
Sunbelt Securities
Texas
$372K +$2.13K +20 +0.6%
LWM
937
Lyell Wealth Management
California
$372K – – –
BIA
938
Bell Investment Advisors
California
$371K -$70K -656 -16%
WSWA
939
Warren Street Wealth Advisors
California
$371K -$14.4K -135 -4%
QPWM
940
Quadrant Private Wealth Management
Pennsylvania
$370K +$63.9K +599 +21%
PWS
941
Paragon Wealth Strategies
Florida
$369K -$335K -3,142 -48%
VAF
942
Values Added Financial
District of Columbia
$364K +$364K +3,411 New
FIB
943
First Interstate Bank
Montana
$363K – – –
CFAM
944
Center For Asset Management
Florida
$360K -$91.5K -857 -20%
CAM
945
Cozad Asset Management
Illinois
$358K – – –
BAM
946
Belpointe Asset Management
Nevada
$358K -$2.18M -20,420 -86%
GIA
947
Gladstone Institutional Advisory
Florida
$354K -$74K -693 -17%
SWA
948
Sutton Wealth Advisors
Florida
$353K -$961 -9 -0.3%
SW
949
SMART Wealth
Nebraska
$353K -$51.6K -483 -13%
AI
950
Auour Investments
Massachusetts
$353K +$353K +3,304 New
36 37
38
39 40