MUB icon

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 %
FW
1051
Fairway Wealth
Ohio
$437K +$129K +1,188 +42%
BIA
1052
Bell Investment Advisors
California
$435K -$11.6K -107 -3%
TW
1053
TritonPoint Wealth
Maryland
$435K -$135K -1,240 -24%
HCA
1054
Horan Capital Advisors
Ohio
$435K – – –
LIM
1055
Leavell Investment Management
Alabama
$434K +$178K +1,643 +70%
FCFC
1056
First Citizens Financial Corp
Iowa
$433K – – –
GAA
1057
Guardian Asset Advisors
Pennsylvania
$432K -$50.8K -468 -11%
AA
1058
Addison Advisors
Vermont
$430K -$25.2K -232 -6%
USB
1059
Union Savings Bank
Connecticut
$428K – – –
GIA
1060
Gladstone Institutional Advisory
Florida
$425K +$42.1K +388 +11%
KFGK
1061
Keystone Financial Group (Kentucky)
Kentucky
$425K +$425K +3,910 New
RP
1062
Riverwater Partners
Wisconsin
$424K +$3.04K +28 +0.7%
VFPW
1063
Vantage Financial Partners (Wisconsin)
Wisconsin
$422K +$422K +3,888 New
WCF
1064
West Coast Financial
California
$422K -$8.91K -82 -2%
AWM
1065
Altus Wealth Management
Kentucky
$422K – – –
HWM
1066
HB Wealth Management
Georgia
$422K +$58.1K +535 +16%
BFG
1067
Beacon Financial Group
Texas
$421K +$18.6K +171 +5%
PFG
1068
PAX Financial Group
Texas
$419K +$10.2K +94 +2%
CWMS
1069
Cannon Wealth Management Services
North Carolina
$419K +$419K +3,857 New
WJA
1070
Willis Johnson & Associates
Texas
$416K -$52.9K -487 -11%
AIM
1071
AMI Investment Management
Indiana
$414K +$414K +3,813 New
PCMC
1072
Paragon Capital Management (Colorado)
Colorado
$412K -$1.63K -15 -0.4%
LHC
1073
Little House Capital
Massachusetts
$411K +$16.2K +149 +4%
WAG
1074
Wheelhouse Advisory Group
Missouri
$410K +$543 +5 +0.1%
BHWM
1075
Bar Harbor Wealth Management
New Hampshire
$409K -$21.7K -200 -5%
41 42
43
44 45