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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
$2.78B
2
US Bancorp
US Bancorp
Minnesota
$745M
3
Morgan Stanley
Morgan Stanley
New York
$850M
4
Betterment LLC
Betterment LLC
New York
$1.83B
5
FWI
Facet Wealth Inc
Maryland
$156M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$1.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.54B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$216M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.4M
5
SP
Symmetry Partners
Connecticut
$7.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
1101
Weaver Capital Management
Georgia
$378K +$1.3K +12 +0.3%
WSFS
1102
Wilmington Savings Fund Society
Delaware
$377K +$56.3K +518 +18%
VFA
1103
Valeo Financial Advisors
Indiana
$374K -$21K -193 -5%
FA
1104
Flagstar Advisors
New York
$374K +$94.9K +874 +34%
CFG
1105
Cooper Financial Group
California
$372K -$60.9K -561 -14%
CWC
1106
Carolinas Wealth Consulting
North Carolina
$369K -$160K -1,474 -30%
CAM
1107
Cozad Asset Management
Illinois
$364K – – –
OCM
1108
Objective Capital Management
Ohio
$364K +$364K +3,350 New
NCM
1109
Northland Capital Management
Minnesota
$363K – – –
HHWM
1110
Hiley Hunt Wealth Management
Nebraska
$362K -$380K -3,497 -51%
RFP
1111
Root Financial Partners
California
$361K +$111K +1,020 +44%
ACP
1112
Aviance Capital Partners
Florida
$359K – – –
OA
1113
Oceanside Advisors
South Carolina
$356K +$86.9K +800 +32%
TC
1114
Tenret Company
Florida
$355K – – –
SAW
1115
Signal Advisors Wealth
Michigan
$355K +$355K +3,266 New
HTC
1116
Haverford Trust Company
Pennsylvania
$354K – – –
BO
1117
Bank OZK
Arkansas
$352K – – –
GS
1118
GTS Securities
New York
$351K +$351K +3,229 New
EPP
1119
ETF Portfolio Partners
Kansas
$350K – – –
WT
1120
Washington Trust
Rhode Island
$349K – – –
VP
1121
Verum Partners
North Carolina
$348K +$2.39K +22 +0.7%
BFG
1122
Berger Financial Group
Minnesota
$347K +$347K +3,196 New
D
1123
Dentgroup
Louisiana
$343K +$66.2K +609 +24%
CAM
1124
Concorde Asset Management
Michigan
$342K -$30K -276 -8%
C
1125
Covestor
United Kingdom
$342K +$23K +212 +7%
43 44
45
46 47