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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,484 hedge funds and large institutions have $35.3B invested in iShares National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 581 increasing their positions, 603 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
-23
Holders Change %
-1.53%
% of All Funds
20.15%
Holding in Top 10
117
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.31%
% of All Funds
1.59%
New
119
Increased
581
Reduced
603
Closed
109
Calls
$99.1M
Puts
$467M
Net Calls
-$368M
Net Calls Change
-$298M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$194M
2
AC
Allstate Corporation
Illinois
+$152M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$103M
4
Charles Schwab
Charles Schwab
California
+$84.6M
5
Raymond James Financial
Raymond James Financial
Florida
+$66.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$215M
2
Jane Street
Jane Street
New York
-$200M
3
PAS
Park Avenue Securities
New York
-$110M
4
Osaic Holdings
Osaic Holdings
Arizona
-$96.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$94.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
1101
Adero Partners
California
$447K -$9.6K -91 -2%
HA
1102
Helium Advisors
Washington
$446K +$1.69K +16 +0.4%
CWMS
1103
Cannon Wealth Management Services
North Carolina
$445K +$47.8K +457 +12%
CFS
1104
Commonwealth Financial Services
West Virginia
$443K +$105 +1 +0%
CNTOF
1105
Canandaigua National Trust of Florida
New York
$443K +$443K +4,199 New
CWM
1106
Collaborative Wealth Management
Florida
$442K +$10.9K +103 +3%
FPCG
1107
Forum Private Client Group
Indiana
$439K +$949 +9 +0.2%
IIC
1108
Integrated Investment Consultants
Michigan
$439K – – –
SL
1109
SWMG LLC
Texas
$438K -$180K -1,729 -29%
LW
1110
Linscomb Wealth
Texas
$438K – – –
MGIA
1111
Moneta Group Investment Advisors
Missouri
$435K -$143K -1,352 -25%
PWG
1112
Private Wealth Group
Florida
$431K -$105 -1 -0%
NCM
1113
NCM Capital Management
New Jersey
$428K +$2K +19 +0.5%
UAG
1114
United Advisor Group
Ohio
$426K +$19.2K +182 +5%
BPWM
1115
Badgley Phelps Wealth Managers
Washington
$426K +$131K +1,239 +44%
PFG
1116
PAX Financial Group
Texas
$424K +$13.9K +132 +3%
WJA
1117
Willis Johnson & Associates
Texas
$424K +$18K +171 +4%
HWMC
1118
Heritage Wealth Management (California)
California
$423K +$31.8K +302 +8%
LIG
1119
Lokken Investment Group
Delaware
$422K +$51.7K +490 +14%
WWP
1120
Wise Wealth Partners
Arizona
$421K -$1.79K -17 -0.4%
SGI
1121
Summit Global Investments
Utah
$420K -$26K -247 -6%
CAM
1122
Covenant Asset Management
New Jersey
$419K – – –
CAG
1123
Curtis Advisory Group
California
$418K +$418K +3,967 New
RFP
1124
Root Financial Partners
California
$418K -$498K -4,705 -54%
AA
1125
Addison Advisors
Vermont
$418K +$316 +3 +0.1%
43 44
45
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