MUB icon

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 %
First Trust Advisors
951
First Trust Advisors
Illinois
$579K -$191K -1,758 -25%
CCA
952
Cadent Capital Advisors
Oklahoma
$579K -$81.4K -749 -12%
LF
953
Lee Financial
Texas
$575K +$9.78K +90 +2%
HCP
954
Hexagon Capital Partners
Arkansas
$573K -$72.5K -667 -11%
AAS
955
Asset Allocation Strategies
Michigan
$572K +$2.83K +26 +0.5%
HT
956
Headlands Technologies
Illinois
$567K +$567K +5,223 New
HFS
957
Heritage Financial Services
Massachusetts
$564K -$14K -129 -2%
WWM
958
Wiser Wealth Management
Georgia
$564K -$543 -5 -0.1%
APWM
959
Argonautica Private Wealth Management
Massachusetts
$563K -$20.3K -187 -3%
VAF
960
Values Added Financial
District of Columbia
$560K -$8.26K -76 -1%
NDSI
961
Newman Dignan & Sheerar Inc
Rhode Island
$559K +$57.4K +536 +11%
BIM
962
Breakwater Investment Management
Washington
$557K +$81.9K +754 +17%
GIA
963
Goodwin Investment Advisory
Georgia
$557K -$9.34K -86 -2%
CWM
964
Calamos Wealth Management
Illinois
$549K -$1.01M -9,326 -65%
GM
965
GeoWealth Management
Illinois
$548K -$182K -1,678 -25%
BAM
966
Belpointe Asset Management
Nevada
$546K +$22.2K +204 +4%
BWG
967
Beta Wealth Group
California
$546K -$9.45K -87 -2%
DTC
968
Davidson Trust Company
Washington
$543K -$48.9K -450 -8%
CB
969
Centennial Bank
Arkansas
$543K – – –
HFAS
970
Hummer Financial Advisory Services
Illinois
$543K – – –
MMG
971
Monetary Management Group
Missouri
$543K – – –
OA
972
Operose Advisors
Wisconsin
$543K -$183K -1,683 -25%
WAG
973
Winthrop Advisory Group
Massachusetts
$542K +$760 +7 +0.1%
HCM
974
HMS Capital Management
Tennessee
$542K +$50.7K +467 +10%
AWM
975
Aries Wealth Management
Maine
$541K – – –
37 38
39
40 41