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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,216 hedge funds and large institutions have $30.2B invested in iShares National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 518 increasing their positions, 430 reducing their positions, and 84 closing their positions.

Holders
1,216
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
19.39%
Holding in Top 10
114
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.87%
% of All Funds
1.82%
New
101
Increased
518
Reduced
430
Closed
84
Calls
$21.8M
Puts
$3.09M
Net Calls
+$18.7M
Net Calls Change
+$20.5M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.27B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$884M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$578M
4
CSIA
4
Charles Schwab Investment Advisory
California
$980M
5
CC
5
Centiva Capital
New York
$248M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.55B
2
Barclays
2
Barclays
United Kingdom
$0
3
SEI Investments
3
SEI Investments
Pennsylvania
$394M
4
Franklin Resources
4
Franklin Resources
California
$11.6M
5
PFO
5
Pathstone Family Office
New Jersey
$8.49M
Name Market Value Shares Shares
Change 		Shares
Change %
WJWM
1076
Williams Jones Wealth Management
New York
$215K 2,101 +2,101 New
AM
1077
Atwater Malick
Pennsylvania
$215K 2,094 – –
IP
1078
Intellectus Partners
California
$215K 2,093 +5 +0.2%
ACA
1079
Atlas Capital Advisors
Wyoming
$214K 2,090 +2,090 New
IWN
1080
Independent Wealth Network
Iowa
$214K 2,084 -100 -5%
PWA
1081
Provenance Wealth Advisors
Florida
$213K 2,080 +2,080 New
JAG
1082
Journey Advisory Group
Kentucky
$212K 2,066 -423 -17%
VIM
1083
Vista Investment Management
Pennsylvania
$210K 2,048 -584 -22%
FWM
1084
FFT Wealth Management
Pennsylvania
$209K 2,036 +1 +0%
FA
1085
Flagstar Advisors
New York
$208K 2,033 +2,033 New
IAG
1086
Investment Advisory Group
Massachusetts
$208K 2,033 – –
PA
1087
Perennial Advisors
New York
$207K 2,019 – –
BOH
1088
Bank of Hawaii
Hawaii
$207K 2,017 – –
M
1089
MOTCO
Texas
$207K 2,015 – –
FVWA
1090
Foster Victor Wealth Advisors
South Carolina
$205K 2,022 -43 -2%
OLA
1091
Oliver Luxxe Assets
New Jersey
$205K 2,000 – –
RCG
1092
Regatta Capital Group
California
$205K 2,000 – –
BCA
1093
Bay Colony Advisors
Massachusetts
$204K 1,994 -83 -4%
BCM
1094
Blume Capital Management
California
$203K 1,980 +1,980 New
TWP
1095
Tempus Wealth Planning
California
$203K 1,980 – –
LCGC
1096
Legacy Capital Group California
California
$203K 1,976 -4 -0.2%
FCM
1097
Firestone Capital Management
Florida
$202K 1,970 +8 +0.4%
RRA
1098
Round Rock Advisors
Connecticut
$202K 1,970 – –
TNB
1099
Thomasville National Bank
Georgia
$201K 1,965 – –
ABC
1100
Associated Banc-Corp
Wisconsin
$201K 1,962 +1,962 New
42 43
44
45 46