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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,213 hedge funds and large institutions have $27.5B invested in iShares National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 518 increasing their positions, 431 reducing their positions, and 69 closing their positions.

Holders
1,213
Holders Change
+12
Holders Change %
+1%
% of All Funds
19.13%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
1.59%
New
92
Increased
518
Reduced
431
Closed
69
Calls
$1.35M
Puts
$3.17M
Net Calls
-$1.83M
Net Calls Change
-$1.33M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.12B
2
Creative Planning
2
Creative Planning
Kansas
$1.18B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$355M
4
AC
4
Allstate Corporation
Illinois
$130M
5
LPL Financial
5
LPL Financial
California
$519M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.49M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$112M
3
FWI
3
Facet Wealth Inc
Maryland
$30.6M
4
UBS Group
4
UBS Group
Switzerland
$302M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.08B
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1201
Raleigh Capital Management
North Carolina
$4.8K 45 -202 -82%
QC
1202
Quent Capital
New York
$4.48K 42 +22 +110%
BCMLT
1203
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.16K 39 +39 New
CIA
1204
Cape Investment Advisory
Georgia
$3.52K 33 – –
FCAG
1205
First Capital Advisors Group
New Jersey
$2.68K 25 +2 +9%
IPW
1206
Impact Partnership Wealth
Georgia
$1.92K 18 +18 New
GEA
1207
Glen Eagle Advisors
New Jersey
$1.41K 14 +11 +367%
CAS
1208
Coppell Advisory Solutions
Texas
$1.07K 10 +10 New
TFA
1209
Transamerica Financial Advisors
Florida
$1K 1 -2 -67%
HCM
1210
Hollencrest Capital Management
California
$854 8 -320 -98%
AFS
1211
Annapolis Financial Services
Maryland
$427 4 – –
JHCP
1212
Jackson Hole Capital Partners
Oklahoma
$320 3 +3 New
SSB
1213
Sandy Spring Bank
Maryland
$221 2 -200 -99%
BWL
1214
Bogart Wealth LLC
Virginia
$213 2 – –
IF
1215
Integrity Financial
Wyoming
$213 2 – –
HCP
1216
Hexagon Capital Partners
Arkansas
$178 2 – –
BCM
1217
BlueCrest Capital Management
Jersey
– – -259,384 Closed
KI
1218
Kapitalo Investimentos
Brazil
– – -189,081 Closed
SPP
1219
Single Point Partners
Massachusetts
– – -144,614 Closed
EP
1220
Edgestream Partners
New Jersey
– – -79,985 Closed
WC
1221
Wealth CMT
New Jersey
– – -75,307 Closed
TW
1222
Transform Wealth
Colorado
– – -58,911 Closed
ClearBridge Investments
1223
ClearBridge Investments
New York
– – -41,917 Closed
FTUS
1224
Flow Traders U.S.
New York
– – -40,944 Closed
TFG
1225
Tilson Financial Group
New Jersey
– – -23,460 Closed
47 48
49
50 51