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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
1076
Patron Partners
Texas
$409K -$237K -2,178 -37%
NL
1077
NVWM LLC
Pennsylvania
$407K +$407K +3,743 New
KPWG
1078
KFA Private Wealth Group
Virginia
$406K -$12.3K -113 -3%
CFP
1079
Cypress Financial Planning
New Jersey
$403K +$40.2K +370 +11%
IA
1080
Insight Advisors
Pennsylvania
$403K – – –
GFA
1081
Gallagher Fiduciary Advisors
Illinois
$400K +$435 +4 +0.1%
IWM
1082
Integris Wealth Management
California
$399K – – –
TPWA
1083
TRUE Private Wealth Advisors
Oregon
$397K -$50.8K -468 -11%
VNIM
1084
Vaughan Nelson Investment Management
Texas
$396K – – –
EFG
1085
Erickson Financial Group
Pennsylvania
$396K -$23K -212 -6%
SFS
1086
Sharp Financial Services
Pennsylvania
$394K -$21.7K -200 -5%
LIA
1087
Lynx Investment Advisory
District of Columbia
$393K +$193K +1,775 +96%
VFG
1088
Valley Financial Group
Pennsylvania
$392K -$6.3K -58 -2%
VC
1089
Veracity Capital
Georgia
$392K -$4.02K -37 -1%
GCM
1090
Gallacher Capital Management
Colorado
$390K – – –
MPPLM
1091
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$388K -$41.3K -380 -10%
RZH
1092
Relyea Zuckerberg Hanson
Connecticut
$386K – – –
TCG
1093
Transcendent Capital Group
Oklahoma
$385K +$136K +1,249 +54%
AFAS
1094
Acorn Financial Advisory Services
Virginia
$384K – – –
TWP
1095
Tyche Wealth Partners
Texas
$383K – – –
GWA
1096
GGM Wealth Advisors
Maryland
$383K +$97.8K +900 +34%
GAA
1097
Global Assets Advisory
Florida
$381K -$224K -2,059 -37%
IFA
1098
Interactive Financial Advisors
Illinois
$381K -$8.58K -79 -2%
ZIM
1099
Zacks Investment Management
Illinois
$380K +$27.8K +256 +8%
CWM
1100
Chemistry Wealth Management
New York
$379K – – –
42 43
44
45 46