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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,336 hedge funds and large institutions have $32.5B invested in iShares National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 633 increasing their positions, 427 reducing their positions, and 116 closing their positions.

Holders
1,336
Holders Change
-28
Holders Change %
-2.05%
% of All Funds
19.44%
Holding in Top 10
117
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.85%
% of All Funds
1.7%
New
106
Increased
633
Reduced
427
Closed
116
Calls
$6.12M
Puts
$187M
Net Calls
-$181M
Net Calls Change
-$130M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$918M
2
Betterment LLC
2
Betterment LLC
New York
$1.68B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$264M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.97B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$778M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
Jane Street
3
Jane Street
New York
$6.17M
4
US Bancorp
4
US Bancorp
Minnesota
$532M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.75B
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$48.1M 449,679 -88,485 -16%
SP
77
Symmetry Partners
Connecticut
$48M 450,957 +289,288 +179%
SW
78
SoFi Wealth
California
$47.2M 442,926 +40,519 +10%
JWA
79
JFS Wealth Advisors
Pennsylvania
$46.2M 433,914 -486 -0.1%
FWI
80
Facet Wealth Inc
Maryland
$46M 428,388 +127,082 +42%
Pathstone Holdings
81
Pathstone Holdings
New Jersey
$45.9M 430,955 -68,036 -14%
AC
82
Allstate Corporation
Illinois
$45.5M 427,495 +237,760 +125%
AllianceBernstein
83
AllianceBernstein
Tennessee
$44.7M 419,601 +22,390 +6%
Nisa Investment Advisors
84
Nisa Investment Advisors
Missouri
$44.5M 417,850 +167,450 +67%
RJA
85
Raymond James & Associates
Florida
$44.3M 415,761 -23,587 -5%
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$43.5M 408,516 +14,613 +4%
PMFA
87
Plante Moran Financial Advisors
Michigan
$42.4M 398,052 -26,747 -6%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$41M 384,430 +1,405 +0.4%
Comerica Bank
89
Comerica Bank
Texas
$38.1M 357,312 +3,221 +0.9%
WPW
90
Waldron Private Wealth
Pennsylvania
$36.1M 339,135 -216 -0.1%
APP
91
Avantax Planning Partners
Iowa
$34.8M 326,719 +13,333 +4%
EH
92
Equitable Holdings
New York
$34.8M 326,383 +33,339 +11%
APW
93
Austin Private Wealth
Texas
$34.7M 325,779 +2,503 +0.8%
MA
94
Mosaic Advisors
Texas
$34.3M 321,860 +2,327 +0.7%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$34.3M 321,742 +10,801 +3%
AWM
96
AE Wealth Management
Kansas
$34.1M 319,623 +34,118 +12%
M&T Bank
97
M&T Bank
New York
$34M 319,345 +15,599 +5%
FSC
98
Full Sail Capital
Oklahoma
$33.7M 316,452 +2,997 +1%
LSAG
99
Lake Street Advisors Group
New Hampshire
$32.3M 303,147 -9,971 -3%
SFG
100
SNS Financial Group
Minnesota
$32.1M 301,614 +1,862 +0.6%
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4
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