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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 %
PP
1001
Patten & Patten
Tennessee
$499K – – –
BAM
1002
BTS Asset Management
Massachusetts
$495K +$495K +4,554 New
LIG
1003
Lokken Investment Group
Delaware
$491K -$38.5K -354 -7%
IC
1004
IEQ Capital
California
$491K +$139K +1,280 +40%
AP
1005
Adero Partners
California
$490K -$19.9K -183 -4%
UAG
1006
United Advisor Group
Ohio
$490K +$158K +1,453 +48%
BFG
1007
Baron Financial Group
New Jersey
$490K -$27.2K -250 -5%
CFS
1008
Commonwealth Financial Services
West Virginia
$489K -$130K -1,199 -21%
QP
1009
Quartz Partners
New York
$487K +$487K +4,481 New
AWA
1010
ARQ Wealth Advisors
Arizona
$486K +$486K +4,518 New
TI
1011
Truepoint Inc
Ohio
$483K -$166K -1,528 -26%
IAS
1012
Insigneo Advisory Services
Florida
$480K +$435 +4 +0.1%
MGIA
1013
Moneta Group Investment Advisors
Missouri
$479K -$585K -5,385 -55%
SWM
1014
Sterling Wealth Management
Illinois
$478K -$24.3K -224 -5%
Empower Advisory Group
1015
Empower Advisory Group
Colorado
$478K -$170K -1,564 -26%
EAM
1016
Empirical Asset Management
Massachusetts
$473K +$76 +15 +0%
EWS
1017
Eagle Wealth Strategies
New Jersey
$473K +$3.48K +32 +0.7%
CFO
1018
CVA Family Office
Colorado
$473K +$158K +1,456 +50%
EIG
1019
Ellenbecker Investment Group
Wisconsin
$471K -$84K -773 -15%
CWM
1020
Centurion Wealth Management
Virginia
$471K +$471K +4,337 New
COCM
1021
Charter Oak Capital Management
New Hampshire
$471K -$100K -923 -18%
SIA
1022
Soltis Investment Advisors
Utah
$471K +$212K +1,949 +82%
FWA
1023
FOCUS Wealth Advisors
Texas
$469K – – –
FA
1024
Fiducient Advisors
Illinois
$467K +$467K +4,298 New
EFG
1025
Ethos Financial Group
Pennsylvania
$466K – – –
39 40
41
42 43