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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+12
Holders Change %
+1%
% of All Funds
19.13%
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
MNG
5
Manning & Napier Group
New York
$46.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
976
Carnegie Investment Counsel
Ohio
$319K – – –
CCM
977
Colorado Capital Management
Colorado
$319K -$227K -2,126 -42%
SFFS
978
Stonehage Fleming Financial Services
Jersey
$319K – – –
TNBTD
979
Trustmark National Bank Trust Department
Mississippi
$316K +$10.7K +100 +3%
VVP
980
Venture Visionary Partners
Ohio
$315K +$2.78K +26 +0.9%
SIC
981
Sigma Investment Counselors
Michigan
$314K +$19.7K +185 +7%
RF
982
RHS Financial
California
$312K +$61.2K +573 +24%
IA
983
Insight Advisors
Pennsylvania
$311K – – –
PWM
984
PBMares Wealth Management
Virginia
$308K – – –
NFG
985
Northeast Financial Group
Pennsylvania
$307K +$307K +2,878 New
BP
986
BBR Partners
New York
$306K – – –
LMKC
987
L.M. Kohn & Company
Ohio
$304K – – –
SWP
988
Strategic Wealth Partners
Ohio
$304K -$71.4K -669 -19%
FWIA
989
Fort Washington Investment Advisors
Ohio
$303K – – –
GWM
990
Gray Wealth Management
Maine
$301K -$5.34K -50 -2%
BPWM
991
Badgley Phelps Wealth Managers
Washington
$301K +$1.71K +16 +0.6%
PFM
992
Peak Financial Management
Massachusetts
$300K – – –
TPWA
993
TRUE Private Wealth Advisors
Oregon
$299K – – –
TIM
994
Total Investment Management
Arizona
$299K +$1.81K +17 +0.6%
CC
995
Copperleaf Capital
North Carolina
$297K +$297K +2,783 New
LL
996
LWMG LLC
Minnesota
$296K +$14.3K +134 +5%
AFG
997
ABLE Financial Group
Arizona
$294K +$294K +2,758 New
LWM
998
Liberty Wealth Management
California
$294K +$294K +2,038 New
SAM
999
Summit Asset Management
Tennessee
$294K – – –
FCFC
1000
First Citizens Financial Corp
Iowa
$290K +$290K +2,713 New
38 39
40
41 42