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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 %
FCM
926
Fortis Capital Management
Washington
$638K +$4.35K +40 +0.7%
PPH
927
Pure Portfolios Holdings
Oregon
$637K +$637K +5,866 New
NB
928
Nicolet Bankshares
Wisconsin
$637K -$391K -3,596 -38%
BA
929
Ballast Advisors
Minnesota
$636K -$5.87K -54 -0.9%
KNFPWM
930
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$627K +$186K +1,709 +42%
JSA
931
Jim Saulnier & Associates
Colorado
$623K +$623K +5,739 New
SPI
932
Sutton Place Investors
New York
$617K +$12.6K +116 +2%
CWM
933
Chesapeake Wealth Management
Virginia
$616K +$59.2K +545 +11%
EWA
934
Elevate Wealth Advisory
Georgia
$616K – – –
ATS
935
Ashton Thomas Securities
New York
$615K +$181K +1,668 +42%
LNWWM
936
Laird Norton Wetherby Wealth Management
California
$614K – – –
AWA
937
Alta Wealth Advisors
Massachusetts
$614K -$257K -2,366 -30%
AUB
938
Atlantic Union Bankshares
Virginia
$613K – – –
TWM
939
Tradition Wealth Management
Minnesota
$608K -$32.6K -300 -5%
AFA
940
American Financial Advisors
Georgia
$607K -$115K -1,057 -16%
SA
941
Stewardship Advisors
Pennsylvania
$606K +$606K +5,583 New
AWM
942
Accel Wealth Management
Iowa
$605K +$605K +5,570 New
FWP
943
Firethorn Wealth Partners
Georgia
$604K +$49.9K +459 +9%
SFWC
944
Strategic Family Wealth Counselors
New Jersey
$596K – – –
CC
945
Copperleaf Capital
North Carolina
$592K +$5K +46 +0.9%
PCS
946
Personal CFO Solutions
New Jersey
$592K +$271K +2,493 +84%
NB
947
NBT Bank
New York
$587K +$587K +5,405 New
SFP
948
Sandbox Financial Partners
Maryland
$584K +$46.9K +432 +9%
PWA
949
Provenance Wealth Advisors
Florida
$582K -$1.85K -17 -0.3%
MWM
950
Modern Wealth Management
Kansas
$582K -$32.4K -298 -5%
36 37
38
39 40