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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.

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 %
1832 Asset Management
1001
1832 Asset Management
Ontario, Canada
$288K -$99.6K -933 -26%
CFS
1002
CRA Financial Services
New Jersey
$287K -$10.7K -100 -4%
W
1003
WealthOne
New York
$286K +$534 +5 +0.2%
MHS
1004
M Holdings Securities
Oregon
$285K -$286K -2,687 -50%
LIM
1005
Leavell Investment Management
Alabama
$285K +$285K +2,667 New
CAP
1006
Columbia Advisory Partners
Washington
$282K -$15.6K -146 -5%
Verition Fund Management
1007
Verition Fund Management
Connecticut
$282K -$2.23M -20,890 -89%
VIM
1008
Vista Investment Management
Pennsylvania
$281K +$281K +2,632 New
IBOK
1009
Independence Bank of Kentucky
Kentucky
$281K – – –
PWA
1010
Pillar Wealth Advisors
Pennsylvania
$280K -$20.1K -188 -7%
AF
1011
Affiance Financial
Minnesota
$276K – – –
C1AG
1012
Client 1st Advisory Group
Florida
$274K – – –
TFA
1013
Trinity Financial Advisors
Ohio
$272K +$272K +2,546 New
CPW
1014
Catalyst Private Wealth
California
$271K -$667K -6,249 -71%
OPWM
1015
Oxinas Partners Wealth Management
Indiana
$270K -$17.8K -167 -6%
PWM
1016
Palumbo Wealth Management
New York
$270K +$640 +6 +0.2%
WA
1017
Wealthstream Advisors
New York
$268K +$268K +2,514 New
PFWA
1018
Paces Ferry Wealth Advisors
Georgia
$268K -$101K -950 -27%
ECM
1019
Exchange Capital Management
Michigan
$267K +$267K +2,505 New
T. Rowe Price Associates
1020
T. Rowe Price Associates
Maryland
$267K -$270K – –
WH
1021
Whitcomb & Hess
Ohio
$267K +$3.31K +31 +1%
FIM
1022
Freedom Investment Management
Connecticut
$267K +$2.24K +21 +0.8%
HWA
1023
HCR Wealth Advisors
California
$267K +$53.4K +500 +25%
PWW
1024
Pettyjohn Wood & White
Virginia
$266K -$10.7K -100 -4%
SG
1025
StoneX Group
New York
$266K +$266K +2,491 New
39 40
41
42 43