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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
19.14%
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 %
FWI
101
Facet Wealth Inc
Maryland
$30.6M 288,909 -654,714 -69%
CB
102
Commerce Bank
Missouri
$30.1M 281,652 -8,360 -3%
FFM
103
Forum Financial Management
Illinois
$29.7M 278,277 -10,370 -4%
APP
104
Avantax Planning Partners
Iowa
$29M 271,813 +76,570 +39%
AC
105
Apella Capital
Connecticut
$28.8M 270,271 +270,271 New
PCIA
106
Prime Capital Investment Advisors
Kansas
$28.6M 267,602 +242,568 +969%
RJA
107
Raymond James & Associates
Florida
$28.5M 267,161 -67,751 -20%
OPAM
108
Ocean Park Asset Management
California
$28M 262,200 +262,200 New
AC
109
Asio Capital
Kentucky
$27.9M 261,857 -10,790 -4%
EWA
110
EP Wealth Advisors
California
$27.9M 7,597 -3,573 -32%
SC
111
Slow Capital
California
$26.2M 245,557 -15,184 -6%
LNWTC
112
Laird Norton Wetherby Trust Company
Washington
$26.1M 244,681 -32,244 -12%
SFM
113
Soros Fund Management
New York
$25.8M 241,400 – –
HNB
114
Huntington National Bank
Ohio
– – – –
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$25.1M 235,547 +8,769 +4%
GVAG
116
Great Valley Advisor Group
Delaware
$25M 234,011 -7,449 -3%
CAM
117
Cresset Asset Management
Illinois
$24.7M 231,618 -4,314 -2%
IWP
118
Icon Wealth Partners
Texas
$24.4M 228,543 +14,625 +7%
LGA
119
Lebenthal Global Advisors
New York
$23.5M 220,119 +11,911 +6%
CIP
120
Capital Insight Partners
Arizona
$23.5M 220,052 +49,581 +29%
CW
121
Connectus Wealth
Ohio
$23.3M 217,230 -34,594 -14%
SWM
122
SigFig Wealth Management
California
$23.1M 215,991 -50,191 -19%
IWC
123
Integrated Wealth Concepts
Massachusetts
$23M 215,960 +27,791 +15%
GW
124
GW & Wade
Massachusetts
$23M 215,625 +6,313 +3%
CA
125
Cetera Advisors
Colorado
$23M 215,456 +20,488 +11%
3 4
5
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