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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,484 hedge funds and large institutions have $35.3B invested in iShares National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 581 increasing their positions, 603 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
-23
Holders Change %
-1.53%
% of All Funds
20.15%
Holding in Top 10
117
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.31%
% of All Funds
1.59%
New
119
Increased
581
Reduced
603
Closed
109
Calls
$99.1M
Puts
$467M
Net Calls
-$368M
Net Calls Change
-$298M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$194M
2
AC
Allstate Corporation
Illinois
+$152M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$103M
4
Charles Schwab
Charles Schwab
California
+$84.6M
5
Raymond James Financial
Raymond James Financial
Florida
+$66.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$215M
2
Jane Street
Jane Street
New York
-$200M
3
PAS
Park Avenue Securities
New York
-$110M
4
Osaic Holdings
Osaic Holdings
Arizona
-$96.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$94.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
976
CFO4Life Group
Texas
$623K -$48K -455 -7%
MOS
977
MGO One Seven
Ohio
$622K +$283K +2,680 +83%
FFL
978
Financial Freedom LLC
Ohio
$621K -$278K -2,639 -31%
NB
979
Nicolet Bankshares
Wisconsin
$618K -$1.64M -15,553 -73%
RIP
980
RAM Investment Partners
Washington
$617K -$1.16K -11 -0.2%
EWA
981
Elevate Wealth Advisory
Georgia
$611K – – –
ATC
982
Argent Trust Co
Tennessee
$610K -$126K -1,193 -17%
CA
983
Calton & Associates
Florida
$606K +$606K +5,745 New
JSA
984
Jim Saulnier & Associates
Colorado
$605K -$3.48K -33 -0.6%
LF
985
Lee Financial
Texas
$604K +$15.6K +148 +3%
RWM
986
Rialto Wealth Management
New York
$603K +$363K +3,440 +151%
TSS
987
Two Sigma Securities
New York
$597K +$597K +5,659 New
EF
988
Envision Financial
Wisconsin
$596K +$295K +2,800 +98%
PCH
989
PGIM Custom Harvest
New Jersey
$596K +$128K +1,210 +27%
PJWM
990
Philip James Wealth Mangement
Georgia
$595K -$154K -1,461 -21%
WCM
991
Weaver Capital Management
Georgia
$594K -$23.6K -224 -4%
WA
992
WPG Advisers
Maryland
$594K -$404K -3,831 -40%
WFAG
993
Wescott Financial Advisory Group
Pennsylvania
$593K -$63.8K -605 -10%
KPWG
994
KFA Private Wealth Group
Virginia
$590K +$65.8K +624 +13%
USB
995
Union Savings Bank
Connecticut
$586K – – –
PWMAG
996
Pinnacle Wealth Management Advisory Group
New Jersey
$586K -$169K -1,599 -22%
SFWC
997
Strategic Family Wealth Counselors
New Jersey
$583K – – –
UFA
998
Uptown Financial Advisors
Texas
$582K – – –
HTC
999
Haverford Trust Company
Pennsylvania
$582K +$238K +2,260 +69%
COCM
1000
Charter Oak Capital Management
New Hampshire
$575K +$198K +1,875 +52%
38 39
40
41 42