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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
Wealthfront Advisers
1
Wealthfront Advisers
California
$884M
2
CSIA
2
Charles Schwab Investment Advisory
California
$980M
3
CC
3
Centiva Capital
New York
$248M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.01B
5
AC
5
Allstate Corporation
Illinois
$324M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.55B
2
MNG
2
Manning & Napier Group
New York
$45.4M
3
Barclays
3
Barclays
United Kingdom
$0
4
SEI Investments
4
SEI Investments
Pennsylvania
$394M
5
Franklin Resources
5
Franklin Resources
California
$11.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SS
976
Sunbelt Securities
Texas
$325K 3,165 -325 -9%
SPI
977
Sutton Place Investors
New York
$322K 3,140 +3,140 New
GWA
978
GGM Wealth Advisors
Maryland
$320K 3,119 – –
BBNB
979
Baker Boyer National Bank
Washington
$319K 3,113 – –
CFAM
980
Center For Asset Management
Florida
$318K 3,103 -269 -8%
FIC
981
Family Investment Center
Missouri
$318K 3,102 – –
SIG
982
Spinnaker Investment Group
California
$317K 3,089 +54 +2%
BA
983
Bristlecone Advisors
Washington
$315K 3,074 – –
CSWM
984
Cassady Schiller Wealth Management
Ohio
$314K 3,065 -1,650 -35%
WF
985
Welch & Forbes
Massachusetts
$313K 3,057 – –
HTC
986
Haverford Trust Company
Pennsylvania
$313K 3,052 – –
CCA
987
Conservest Capital Advisors
Pennsylvania
$309K 3,010 – –
SIC
988
Sigma Investment Counselors
Michigan
$308K 3,004 +60 +2%
CGA
989
Crescent Grove Advisors
Illinois
$308K 3,000 -239 -7%
GCM
990
Gallacher Capital Management
Colorado
$308K 2,999 -6,685 -69%
CTA
991
Colonial Trust Advisors
South Carolina
$307K 2,993 -309 -9%
GWP
992
Gateway Wealth Partners
Wisconsin
$306K 2,983 +2,983 New
BP
993
BBR Partners
New York
$300K 2,928 +58 +2%
TNBTD
994
Trustmark National Bank Trust Department
Mississippi
$299K 2,919 -40 -1%
IA
995
Insight Advisors
Pennsylvania
$299K 2,918 – –
LHWM
996
Lake Hills Wealth Management
Texas
$298K 2,905 -209 -7%
CAM
997
Concorde Asset Management
Michigan
$297K 2,892 +839 +41%
AI
998
Auour Investments
Massachusetts
$295K 2,883 -421 -13%
LMKC
999
L.M. Kohn & Company
Ohio
$292K 2,850 – –
DT
1000
Diversified Trust
Tennessee
$291K 2,841 -450 -14%
38 39
40
41 42