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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 %
WFS
1176
WealthGarden F.S.
California
$273K +$26.1K +240 +11%
HCM
1177
Harvey Capital Management
Florida
$273K -$9.78K -90 -3%
FL
1178
FreeGulliver LLC
Louisiana
$272K +$109 +1 +0%
EW
1179
Evoke Wealth
California
$272K +$54.3K +500 +25%
CPA
1180
Cardiff Park Advisors
California
$270K -$14.9K -137 -5%
BCM
1181
Brasada Capital Management
Texas
$268K +$268K +2,471 New
KWM
1182
KFG Wealth Management
Indiana
$267K – – –
Principal Financial Group
1183
Principal Financial Group
Iowa
$263K +$263K +2,422 New
MWM
1184
Merriman Wealth Management
Washington
$263K +$263K +2,419 New
CCG
1185
Catalina Capital Group
California
$263K -$117K -1,081 -31%
ACM
1186
Advance Capital Management
Michigan
$262K +$30.2K +278 +13%
CFS
1187
CRA Financial Services
New Jersey
$260K -$32.6K -300 -11%
IPW
1188
Intergy Private Wealth
Colorado
$260K +$652 +6 +0.3%
LL
1189
LWMG LLC
Minnesota
$258K -$27.5K -253 -10%
AP
1190
Americana Partners
Texas
$255K – – –
VAMG
1191
Voisard Asset Management Group
Michigan
$255K +$205K +1,886 +409%
OPAM
1192
Ocean Park Asset Management
California
$254K -$12.6M -116,260 -98%
ETC
1193
Exchange Traded Concepts
Oklahoma
$254K +$254K +2,340 New
SP
1194
Successful Portfolios
Florida
$254K – – –
WPW
1195
Warther Private Wealth
Ohio
$253K – – –
MIM
1196
Macroview Investment Management
Maryland
$253K -$4.45K -41 -2%
GWANC
1197
Guardian Wealth Advisors (North Carolina)
North Carolina
$253K +$109 +1 +0%
SWM
1198
Sugarloaf Wealth Management
Georgia
$252K -$13.6K -125 -5%
WWM
1199
Wolff Wiese Magana
California
$251K -$9.99K -92 -4%
KV
1200
Kickstand Ventures
New York
$250K +$250K +2,305 New
46 47
48
49 50