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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 %
WG
1026
Wealth Group
North Carolina
$464K +$102K +934 +28%
DAC
1027
Dividend Assets Capital
South Carolina
$463K – – –
PWM
1028
Palumbo Wealth Management
New York
$461K +$34.7K +319 +8%
SMC
1029
Smith, Moore & Co
Missouri
$461K +$1.41K +13 +0.3%
SWP
1030
Summit Wealth Partners
Florida
$460K +$57.6K +530 +14%
RF
1031
RHS Financial
California
$459K +$459K +4,222 New
AFO
1032
Arrowroot Family Office
California
$459K -$2.61K -24 -0.6%
TCA
1033
Transcend Capital Advisors
New Jersey
$456K -$71.3K -656 -14%
FAFN
1034
First Affirmative Financial Network
Colorado
$454K -$32.7K -301 -7%
IIC
1035
Integrated Investment Consultants
Michigan
$452K -$36K -331 -7%
LW
1036
Linscomb Wealth
Texas
$451K -$35.4K -326 -7%
DW30
1037
Drucker Wealth 3.0
New Jersey
$450K -$203K -1,871 -31%
EL
1038
EWA LLC
Pennsylvania
$449K -$56.4K -526 -11%
FFM
1039
Flagstone Financial Management
Nebraska
$448K -$2.5K -23 -0.6%
HBT
1040
Hills Bank & Trust
Iowa
$447K – – –
AWM
1041
Act Wealth Management
Texas
$446K +$5.87K +54 +1%
NWM
1042
Northwest Wealth Management
Iowa
$446K +$43.8K +403 +11%
WH
1043
Whitcomb & Hess
Ohio
$445K -$2.93K -27 -0.7%
HNB
1044
Hilltop National Bank
Wyoming
$445K +$143K +1,317 +47%
FCP
1045
Fidelis Capital Partners
Florida
$444K +$444K +4,167 New
WC
1046
Whitney & Co
New York
$444K – – –
AP
1047
Appleton Partners
Massachusetts
$443K +$185K +1,703 +72%
NCM
1048
NCM Capital Management
New Jersey
$439K – – –
SJGA
1049
Stephen J. Garry & Associates
New York
$438K +$438K +4,033 New
CKAIS
1050
Christensen King & Associates Investment Services
Washington
$437K -$10.4K -96 -2%
40 41
42
43 44