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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,388 hedge funds and large institutions have $34.6B invested in iShares National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 645 increasing their positions, 427 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
+52
Holders Change %
+3.89%
% of All Funds
20.08%
Holding in Top 10
109
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.84%
% of All Funds
1.58%
New
124
Increased
645
Reduced
427
Closed
58
Calls
$55M
Puts
$46.3M
Net Calls
+$8.65M
Net Calls Change
+$189M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$215M
2
US Bancorp
US Bancorp
Minnesota
+$202M
3
Morgan Stanley
Morgan Stanley
New York
+$132M
4
Betterment LLC
Betterment LLC
New York
+$121M
5
FWI
Facet Wealth Inc
Maryland
+$111M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$576M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$236M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$53.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$49.4M
5
SP
Symmetry Partners
Connecticut
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
976
Harbour Investment Management
Washington
$538K – – –
EWA
977
Evolution Wealth Advisors
Florida
$537K – – –
WCA
978
Waypoint Capital Advisors
Minnesota
$534K – – –
TAM
979
Titleist Asset Management
Texas
$532K +$109 +1 +0%
WCWM
980
Willow Creek Wealth Management
California
$531K +$3.69K +34 +0.7%
GC
981
Grimes & Company
Massachusetts
$529K +$293K +2,701 +124%
NCM
982
Noesis Capital Mangement
Florida
$522K -$360K -3,314 -41%
BWP
983
BSW Wealth Partners
Colorado
$520K +$181K +1,666 +53%
SGI
984
Summit Global Investments
Utah
$519K +$4.34K +40 +0.8%
SP
985
Stablepoint Partners
Massachusetts
$518K – – –
EIP
986
Ellis Investment Partners
Pennsylvania
$518K +$3.8K +35 +0.7%
FHB
987
First Hawaiian Bank
Hawaii
$518K -$46.8K -431 -8%
FFA
988
Florida Financial Advisors
Florida
$512K +$221K +2,031 +76%
BAWC
989
Boyce & Associates Wealth Consulting
Texas
$512K +$1.41K +13 +0.3%
EWM
990
Evercore Wealth Management
New York
$511K – – –
AB
991
Atlas Brown
Kentucky
$511K +$67.6K +622 +15%
CWM
992
Collaborative Wealth Management
Florida
$510K +$67.6K +622 +15%
MCM
993
Maple Capital Management
Vermont
$509K -$13.6K -125 -3%
HH
994
Hilltop Holdings
Texas
$509K +$87.4K +805 +21%
FA
995
FSA Advisors
Michigan
$508K +$28.5K +264 +6%
DI
996
Diligent Investors
California
$508K +$978 +9 +0.2%
IAA
997
Independent Advisor Alliance
North Carolina
$504K +$504K +4,641 New
9WM
998
9258 Wealth Management
Ohio
$503K +$48.1K +443 +11%
EWM
999
EPG Wealth Management
Georgia
$501K +$501K +4,616 New
PFBT
1000
Parkside Financial Bank & Trust
Missouri
$500K -$9.56K -88 -2%
38 39
40
41 42