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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
19.44%
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 %
GBWM
1176
Granite Bay Wealth Management
New Hampshire
$224K +$426 +4 +0.2%
RI
1177
Ridgewood Investments
New Jersey
$223K -$3.3K -31 -1%
AM
1178
Atwater Malick
Pennsylvania
$223K – – –
RWI
1179
Red Wave Investments
Pennsylvania
$222K -$73.5K -690 -25%
GLA
1180
Good Life Advisors
Pennsylvania
$220K -$426 -4 -0.2%
JAG
1181
Journey Advisory Group
Kentucky
$220K – – –
LWM
1182
LongView Wealth Management
Georgia
$220K -$19.2K -180 -8%
SL
1183
Sentinus LLC
Illinois
$220K +$2.03K +19 +0.9%
FOA
1184
Five Oceans Advisors
California
$219K +$7.57K +71 +4%
CCG
1185
Ceeto Capital Group
Florida
$218K +$218K +2,044 New
SPA
1186
Sentinel Pension Advisors
Massachusetts
$216K +$1.49K +14 +0.7%
KSWA
1187
Kathleen S. Wright Associates
Pennsylvania
$216K +$1.49K +14 +0.7%
O3W
1188
Omni 360 Wealth
New Jersey
$216K +$12.7K +119 +6%
PA
1189
Perennial Advisors
New York
$215K – – –
HIC
1190
Holderness Investments Company
North Carolina
$215K – – –
FCM
1191
Firestone Capital Management
Florida
$215K +$1.6K +15 +0.8%
FPCG
1192
Forum Private Client Group
Indiana
$215K +$215K +2,013 New
FCA
1193
Fortis Capital Advisors
Kansas
$214K +$214K +2,010 New
TF
1194
Tenon Financial
New Jersey
$214K +$214K +2,009 New
AFM
1195
Armstrong Fleming & Moore
District of Columbia
$213K – – –
EW
1196
Evoke Wealth
California
$213K -$107K -1,000 -33%
RCG
1197
Regatta Capital Group
California
$213K – – –
RMDI
1198
R.M. Davis Inc
Maine
$213K +$213K +2,000 New
MOS
1199
MGO One Seven
Ohio
$212K +$212K +1,991 New
FWM
1200
Fonville Wealth Management
Virginia
$212K -$22.1K -207 -9%
46 47
48
49 50