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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
1
Wealthfront Advisers
California
$884M
2
CSIA
2
Charles Schwab Investment Advisory
California
$980M
3
CC
3
Centiva Capital
New York
$248M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.01B
5
AC
5
Allstate Corporation
Illinois
$324M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.55B
2
MNG
2
Manning & Napier Group
New York
$45.4M
3
Barclays
3
Barclays
United Kingdom
$0
4
SEI Investments
4
SEI Investments
Pennsylvania
$394M
5
Franklin Resources
5
Franklin Resources
California
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
951
INVST
Indiana
$368K +$368K +3,584 New
SAG
952
Spotlight Asset Group
Illinois
$364K -$48.6K -474 -12%
SIC
953
Salem Investment Counselors
North Carolina
$363K – – –
JPG
954
Jordan Park Group
California
$363K +$38.9K +379 +12%
MAG
955
MRA Advisory Group
New Jersey
$361K – – –
WSWA
956
Warren Street Wealth Advisors
California
$361K +$4K +39 +1%
CCT
957
Capital City Trust
Florida
$359K – – –
CWM
958
Chemistry Wealth Management
New York
$358K – – –
LWM
959
Lyell Wealth Management
California
$357K – – –
VAF
960
Values Added Financial
District of Columbia
$353K +$2.77K +27 +0.8%
Jane Street
961
Jane Street
New York
$351K -$21.6M -210,694 -98%
FIB
962
First Interstate Bank
Montana
$349K – – –
TW
963
TrinityPoint Wealth
Connecticut
$347K -$17.9K -175 -5%
SIC
964
Sterling Investment Counsel
New York
$346K +$20.1K +196 +6%
CAM
965
Cozad Asset Management
Illinois
$344K – – –
GIA
966
Gladstone Institutional Advisory
Florida
$340K -$718 -7 -0.2%
SWA
967
Sutton Wealth Advisors
Florida
$340K – – –
GDP
968
Great Diamond Partners
Maine
$338K +$338K +3,300 New
MHR
969
Matthew Hamilton Rosenberg
$337K +$11.7K +114 +4%
TCPWM
970
Traverso Chambers Private Wealth Management
California
$337K – – –
EW
971
Evoke Wealth
California
$334K -$36.7K -358 -10%
WAAG
972
Wealth Alliance Advisory Group
Kansas
$333K – – –
ST
973
Sabal Trust
Florida
$329K – – –
SP
974
Successful Portfolios
Florida
$328K -$44.1K -430 -12%
D
975
Diversified
Delaware
$325K -$38.4K -375 -11%
37 38
39
40 41