MUB icon

iShares National Muni Bond ETF

1,364 hedge funds and large institutions have $32.7B invested in iShares National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 599 increasing their positions, 458 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.77%
Holding in Top 10
118
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-10.61%
% of All Funds
1.71%
New
111
Increased
599
Reduced
458
Closed
95
Calls
$186M
Puts
$237M
Net Calls
-$51M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
RIP
926
RAM Investment Partners
Washington
$574K +$574K +5,330 New
APWM
927
Argonautica Private Wealth Management
Massachusetts
$568K +$23.9K +222 +4%
FWP
928
Firethorn Wealth Partners
Georgia
$567K +$124K +1,152 +28%
PCMC
929
Paragon Capital Management (Colorado)
Colorado
$567K -$75.3K -700 -12%
IBOK
930
Independence Bank of Kentucky
Kentucky
$564K -$26.9K -250 -5%
SVWG
931
Shared Vision Wealth Group
United States
$561K +$124K +1,153 +28%
LF
932
Lee Financial
Texas
$560K +$15.6K +145 +3%
HFS
933
Heritage Financial Services
Massachusetts
$558K
Neuberger Berman Group
934
Neuberger Berman Group
New York
$557K +$35.1K +326 +7%
PWPS
935
Pinnacle Wealth Planning Services
Ohio
$554K -$96.8K -900 -15%
9WM
936
9258 Wealth Management
Ohio
$553K +$6.56K +61 +1%
Empower Advisory Group
937
Empower Advisory Group
Colorado
$552K +$94.8K +881 +21%
BTI
938
Blue Trust Inc
Georgia
$547K +$122K +1,133 +29%
NS
939
NBC Securities
Alabama
$545K -$5.27K -49 -1%
BAWC
940
Boyce & Associates Wealth Consulting
Texas
$545K -$111K -1,031 -17%
CB
941
Centennial Bank
Arkansas
$538K
HFAS
942
Hummer Financial Advisory Services
Illinois
$538K
MMG
943
Monetary Management Group
Missouri
$538K
AWM
944
Aries Wealth Management
Maine
$536K
BCM
945
Brasada Capital Management
Texas
$535K +$535K +4,975 New
FWM
946
FFT Wealth Management
Pennsylvania
$534K +$89.8K +834 +20%
TAM
947
TCP Asset Management
Ohio
$534K +$1.08K +10 +0.2%
HIM
948
Harbour Investment Management
Washington
$533K +$533K +4,950 New
EWA
949
Evolution Wealth Advisors
Florida
$532K
GAA
950
Guardian Asset Advisors
Pennsylvania
$531K +$5.06K +47 +1%