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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 %
UBV
1076
United Bank (Virginia)
Virginia
$326K – – –
UAG
1077
United Advisor Group
Ohio
$326K +$20.9K +196 +7%
GI
1078
GLOBALT Investments
Georgia
$325K +$325K +3,047 New
CCA
1079
Conservest Capital Advisors
Pennsylvania
$324K – – –
CGA
1080
Crescent Grove Advisors
Illinois
$320K – – –
OIA
1081
Optimum Investment Advisors
Illinois
$320K – – –
WE
1082
Wealth Effects
Massachusetts
$317K +$37.6K +353 +13%
VIM
1083
Vista Investment Management
Pennsylvania
$317K -$5.33K -50 -2%
HOWA
1084
Heritage Oak Wealth Advisors
Florida
$317K +$317K +2,972 New
HGWM
1085
Horst & Graben Wealth Management
Oregon
$316K +$2.34K +22 +0.7%
S
1086
Sachetta
Massachusetts
$315K +$101K +941 +47%
PCS
1087
Personal CFO Solutions
New Jersey
$315K +$48.3K +453 +18%
WSFS
1088
Wilmington Savings Fund Society
Delaware
$314K +$314K +2,950 New
NLP
1089
Next Level Private
New York
$314K +$314K +2,949 New
C
1090
Covestor
United Kingdom
$313K +$36.6K +344 +13%
RW
1091
Rockport Wealth
Ohio
$311K +$6.61K +62 +2%
BP
1092
BBR Partners
New York
$311K +$5.11K +48 +2%
CA
1093
Cumberland Advisors
Florida
$309K +$16K +150 +5%
CFO
1094
CVA Family Office
Colorado
$308K +$209K +1,965 +212%
BWM
1095
Boyd Wealth Management
California
$302K -$207K -1,940 -41%
FW
1096
Fairway Wealth
Ohio
$302K +$151K +1,421 +101%
BPWM
1097
Badgley Phelps Wealth Managers
Washington
$301K – – –
TAM
1098
Todd Asset Management
Kentucky
$301K – – –
TNBTD
1099
Trustmark National Bank Trust Department
Mississippi
$301K +$21.3K +200 +8%
TSS
1100
Two Sigma Securities
New York
$299K -$784K -7,355 -72%
42 43
44
45 46