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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,336 hedge funds and large institutions have $32.5B invested in iShares National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 633 increasing their positions, 427 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
-28
Holders Change %
-2.05%
% of All Funds
19.43%
Holding in Top 10
117
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.85%
% of All Funds
1.7%
New
106
Increased
633
Reduced
427
Closed
116
Calls
$6.12M
Puts
$187M
Net Calls
-$181M
Net Calls Change
-$130M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$918M
2
Betterment LLC
2
Betterment LLC
New York
$1.68B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$264M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.97B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$778M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$0
2
Jane Street
2
Jane Street
New York
$6.17M
3
US Bancorp
3
US Bancorp
Minnesota
$532M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.75B
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$482M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1001
Act Wealth Management
Texas
$432K +$2.56K +24 +0.6%
NCM
1002
NCM Capital Management
New Jersey
$430K +$14.9K +140 +4%
HCA
1003
Horan Capital Advisors
Ohio
$426K – – –
FCFC
1004
First Citizens Financial Corp
Iowa
$425K – – –
CFG
1005
Cooper Financial Group
California
$425K -$219K -2,055 -34%
WCF
1006
West Coast Financial
California
$423K -$52.3K -491 -11%
BHWM
1007
Bar Harbor Wealth Management
New Hampshire
$423K +$42.6K +400 +11%
MPPLM
1008
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$421K +$2.02K +19 +0.5%
WCM
1009
Windham Capital Management
Massachusetts
$421K – – –
USB
1010
Union Savings Bank
Connecticut
$420K -$154K -1,448 -27%
PWM
1011
Palumbo Wealth Management
New York
$418K -$22.3K -209 -5%
AWM
1012
Altus Wealth Management
Kentucky
$414K – – –
SW
1013
SMART Wealth
Nebraska
$414K +$34.8K +327 +9%
HH
1014
Hilltop Holdings
Texas
$413K +$41.1K +386 +11%
AWM
1015
Avaii Wealth Management
Wisconsin
$413K -$7.35K -69 -2%
RP
1016
Riverwater Partners
Wisconsin
$413K +$3.09K +29 +0.8%
EFG
1017
Erickson Financial Group
Pennsylvania
$411K -$22.3K -209 -5%
RIA
1018
Realta Investment Advisors
Delaware
$411K +$7.56K +71 +2%
KPWG
1019
KFA Private Wealth Group
Virginia
$410K -$255K -2,389 -38%
SFS
1020
Sharp Financial Services
Pennsylvania
$408K +$13.3K +125 +3%
CCMG
1021
Clark Capital Management Group
Pennsylvania
$407K +$159K +1,495 +64%
PCMC
1022
Paragon Capital Management (Colorado)
Colorado
$406K -$155K -1,458 -28%
WAG
1023
Wheelhouse Advisory Group
Missouri
$401K -$38.1K -358 -9%
PFG
1024
PAX Financial Group
Texas
$401K -$57.4K -539 -13%
IA
1025
Insight Advisors
Pennsylvania
$395K +$79.6K +747 +25%
39 40
41
42 43