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

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.49M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$112M
3
FWI
3
Facet Wealth Inc
Maryland
$30.6M
4
UBS Group
4
UBS Group
Switzerland
$302M
5
MNG
5
Manning & Napier Group
New York
$46.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
951
Colonial Trust Advisors
South Carolina
$352K -$28K -262 -7%
DT
952
Diversified Trust
Tennessee
$351K +$118K +1,110 +51%
TCPWM
953
Traverso Chambers Private Wealth Management
California
$351K +$351K +3,285 New
CG
954
Cynosure Group
Utah
$350K +$350K +3,280 New
WAAG
955
Wealth Alliance Advisory Group
Kansas
$346K – – –
CGA
956
Crescent Grove Advisors
Illinois
$346K +$346K +3,239 New
ST
957
Sabal Trust
Florida
$343K – – –
SIC
958
Sterling Investment Counsel
New York
$340K +$5.98K +56 +2%
MHR
959
Matthew Hamilton Rosenberg
$339K -$107 -1 -0%
JPG
960
Jordan Park Group
California
$337K – – –
FCA
961
FLC Capital Advisors
California
$336K +$10.1K +95 +3%
KFS
962
Kelly Financial Services
Massachusetts
$335K -$51.4K -482 -13%
LHWM
963
Lake Hills Wealth Management
Texas
$332K -$421K -3,941 -56%
BBNB
964
Baker Boyer National Bank
Washington
$332K – – –
GWA
965
GGM Wealth Advisors
Maryland
$331K +$331K +3,119 New
FIC
966
Family Investment Center
Missouri
$331K -$44K -412 -12%
BA
967
Bristlecone Advisors
Washington
$328K – – –
FPCG
968
Forum Private Client Group
Indiana
$328K +$31.9K +299 +11%
MPW
969
Melone Private Wealth
Michigan
$327K – – –
WF
970
Welch & Forbes
Massachusetts
$326K – – –
HTC
971
Haverford Trust Company
Pennsylvania
$326K – – –
SIG
972
Spinnaker Investment Group
California
$324K -$1.49K -14 -0.5%
CCA
973
Conservest Capital Advisors
Pennsylvania
$321K – – –
GKIM
974
GW&K Investment Management
Massachusetts
$320K – – –
IIC
975
Ironwood Investment Counsel
Arizona
$320K +$1.17K +11 +0.4%
37 38
39
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