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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.55B
2
MNG
Manning & Napier Group
New York
$45.4M
3
Barclays
Barclays
United Kingdom
$0
4
SEI Investments
SEI Investments
Pennsylvania
$394M
5
Franklin Resources
Franklin Resources
California
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
926
Windham Capital Management
Massachusetts
$405K – – –
EK
927
Evensky & Katz
Florida
$405K -$31.4K -306 -7%
LHC
928
Little House Capital
Massachusetts
$405K -$474K -4,623 -54%
BIA
929
Bell Investment Advisors
California
$401K +$43.9K +428 +12%
NCM
930
NCM Capital Management
New Jersey
$400K -$10.3K -100 -3%
AWM
931
Altus Wealth Management
Kentucky
$398K – – –
CCFCSB
932
Cape Cod Five Cents Savings Bank
Massachusetts
$397K +$397K +3,874 New
C
933
CEDRUS
Colorado
$394K +$7.69K +75 +2%
FCA
934
FLC Capital Advisors
California
$391K +$68.5K +668 +21%
SQA
935
Simon Quick Advisors
New Jersey
$390K -$81.7K -797 -17%
TCOT
936
Trust Company of Toledo
Ohio
$389K +$389K +3,790 New
FCFC
937
First Citizens Financial Corp
Iowa
$388K +$110K +1,074 +40%
BCP
938
Blue Chip Partners
Michigan
$382K -$2.1M -20,494 -85%
CA
939
Cumberland Advisors
Florida
$381K +$2.05K +20 +0.5%
PRWA
940
Platte River Wealth Advisors
Colorado
$381K -$45.1K -440 -11%
BTWM
941
Baker Tilly Wealth Management
Wisconsin
$381K -$144K -1,403 -27%
VNIM
942
Vaughan Nelson Investment Management
Texas
$380K – – –
BBWP
943
Beacon Bridge Wealth Partners
Pennsylvania
$378K – – –
VPP
944
Vertex Planning Partners
Illinois
$378K -$2.15K -21 -0.6%
BTI
945
Blue Trust Inc
Georgia
$377K +$211K +1,981 +127%
OW
946
Olistico Wealth
Oklahoma
$373K +$2.56K +25 +0.7%
LFP
947
Lakeshore Financial Planning
Michigan
$373K +$373K +3,637 New
Luther King Capital Management (LKCM)
948
Luther King Capital Management (LKCM)
Texas
$372K – – –
TAM
949
Todd Asset Management
Kentucky
$372K – – –
SWP
950
Summit Wealth Partners
Florida
$372K -$54.8K -534 -13%
36 37
38
39 40