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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.

Holders
1,213
Holders Change
+12
Holders Change %
+1%
% of All Funds
19.14%
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
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.08B
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
76
AllianceBernstein
Tennessee
$44.8M 420,203 +34,421 +9%
Franklin Resources
77
Franklin Resources
California
$44.6M 417,712 +107,118 +34%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$43.9M 411,551 -84,820 -17%
OIA
79
OneDigital Investment Advisors
Kansas
$42.7M 400,443 +27,705 +7%
WPW
80
Waldron Private Wealth
Pennsylvania
$42.2M 395,043 -1,039 -0.3%
SP
81
Symmetry Partners
Connecticut
$40.6M 380,039 +1,075 +0.3%
CFG
82
Citizens Financial Group
Rhode Island
$40.3M 377,347 -68,030 -15%
SW
83
SoFi Wealth
California
$39.4M 369,294 +5,182 +1%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$38.8M 363,776 -38,243 -10%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$38.7M 362,333 +21,007 +6%
PI
86
PFS Investments
Georgia
$38.5M 360,653 +2,230 +0.6%
PFO
87
Pathstone Family Office
New Jersey
$38.3M 358,598 -15,968 -4%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$37.8M 353,979 +200,534 +131%
Prudential Financial
89
Prudential Financial
New Jersey
$37.3M 349,892 +44,213 +14%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$36.7M 344,075 -1,048 -0.3%
LSAG
91
Lake Street Advisors Group
New Hampshire
$36.4M 340,641 +2,889 +0.9%
FSC
92
Full Sail Capital
Oklahoma
$36.2M 339,498 +54,393 +19%
AF
93
Allworth Financial
California
$34.5M 323,705 -14,047 -4%
B
94
Bailard
California
$34.1M 319,041 -9,924 -3%
RIA
95
Retirement Investment Advisors
Oklahoma
$33.8M 316,418 +60,160 +23%
MG
96
Mather Group
Illinois
$33.8M 316,335 +8,062 +3%
OWM
97
Orgel Wealth Management
Wisconsin
$33.1M 309,781 +3,154 +1%
APW
98
Austin Private Wealth
Texas
$33M 308,801 +20,445 +7%
MWP
99
Meridian Wealth Partners
Pennsylvania
$31.3M 293,668 -2,068 -0.7%
Cerity Partners
100
Cerity Partners
New York
$31.2M 292,644 +29,101 +11%
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4
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