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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.

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
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.27B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$884M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$578M
4
CSIA
4
Charles Schwab Investment Advisory
California
$980M
5
CC
5
Centiva Capital
New York
$248M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.55B
2
Barclays
2
Barclays
United Kingdom
$0
3
SEI Investments
3
SEI Investments
Pennsylvania
$394M
4
Franklin Resources
4
Franklin Resources
California
$11.6M
5
PFO
5
Pathstone Family Office
New Jersey
$8.49M
Name Market Value Shares Shares
Change 		Shares
Change %
FSC
76
Full Sail Capital
Oklahoma
$44.9M 437,895 +98,397 +29%
CCA
77
Column Capital Advisors
Indiana
$43.6M 425,485 -3,439 -0.8%
OIA
78
OneDigital Investment Advisors
Kansas
$42.8M 417,616 +17,173 +4%
JWA
79
JFS Wealth Advisors
Pennsylvania
$42.7M 416,655 -11,024 -3%
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$41.4M 403,787 -7,764 -2%
AllianceBernstein
81
AllianceBernstein
Tennessee
$40.6M 395,473 -24,730 -6%
SP
82
Symmetry Partners
Connecticut
$40.3M 393,032 +12,993 +3%
RIA
83
Retirement Investment Advisors
Oklahoma
$38.9M 378,916 +62,498 +20%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$38.6M 376,353 +12,577 +3%
SW
85
SoFi Wealth
California
$37.8M 369,052 -242 -0.1%
B
86
Bailard
California
$37.6M 366,822 +47,781 +15%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$37.6M 366,608 +4,275 +1%
MG
88
Mather Group
Illinois
$37.6M 366,537 +50,202 +16%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$37.5M 365,299 +21,224 +6%
LP
90
LMR Partners
United Kingdom
$35.9M 350,000 +348,309 +20,598%
WPW
91
Waldron Private Wealth
Pennsylvania
$35.5M 346,530 -48,513 -12%
Prudential Financial
92
Prudential Financial
New Jersey
$35.3M 344,051 -5,841 -2%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$34.2M 333,723 +211,985 +174%
LSAG
94
Lake Street Advisors Group
New Hampshire
$33.8M 329,354 -11,287 -3%
APW
95
Austin Private Wealth
Texas
$33.7M 328,934 +20,133 +7%
AF
96
Allworth Financial
California
$33.2M 323,853 +148 +0%
Comerica Bank
97
Comerica Bank
Texas
$32.1M 313,333 +313,333 New
APP
98
Avantax Planning Partners
Iowa
$31.6M 308,334 +36,521 +13%
Bessemer Group
99
Bessemer Group
New Jersey
$30M 292,383 -138,352 -32%
OMC
100
Old Mission Capital
Illinois
$29.7M 289,896 +223,189 +335%
2 3
4
5 6