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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,216 hedge funds and large institutions have $30.2B invested in iShares National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 518 increasing their positions, 430 reducing their positions, and 84 closing their positions.

Holders
1,216
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
19.39%
Holding in Top 10
114
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.87%
% of All Funds
1.82%
New
101
Increased
518
Reduced
430
Closed
84
Calls
$21.8M
Puts
$3.09M
Net Calls
+$18.7M
Net Calls Change
+$20.5M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.27B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$884M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$578M
4
CSIA
4
Charles Schwab Investment Advisory
California
$980M
5
CC
5
Centiva Capital
New York
$248M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.55B
2
Barclays
2
Barclays
United Kingdom
$0
3
SEI Investments
3
SEI Investments
Pennsylvania
$394M
4
Franklin Resources
4
Franklin Resources
California
$11.6M
5
PFO
5
Pathstone Family Office
New Jersey
$8.49M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
101
Cresset Asset Management
Illinois
$29.6M 288,839 +57,221 +25%
PCIA
102
Prime Capital Investment Advisors
Kansas
$29M 282,670 +15,068 +6%
MWP
103
Meridian Wealth Partners
Pennsylvania
$28.9M 282,264 -11,404 -4%
OWM
104
Orgel Wealth Management
Wisconsin
$28.8M 280,978 -28,803 -9%
CB
105
Commerce Bank
Missouri
$28.7M 280,023 -1,629 -0.6%
EWA
106
EP Wealth Advisors
California
$28.6M 278,930 +271,333 +3,572%
HNB
107
Huntington National Bank
Ohio
– – – –
RJA
108
Raymond James & Associates
Florida
$27M 263,373 -3,788 -1%
SC
109
Slow Capital
California
$25.4M 248,061 +2,504 +1%
FFM
110
Forum Financial Management
Illinois
$25M 243,901 -34,376 -12%
SFM
111
Soros Fund Management
New York
$24.8M 241,400 – –
AC
112
Apella Capital
Connecticut
$24.5M 238,915 -31,356 -12%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$24.2M 235,514 -33 -0%
LGA
114
Lebenthal Global Advisors
New York
$24.1M 234,619 +14,500 +7%
AC
115
Asio Capital
Kentucky
$23.8M 232,570 -29,287 -11%
IWP
116
Icon Wealth Partners
Texas
$23.5M 229,056 +513 +0.2%
CG
117
Colony Group
Massachusetts
$23.4M 228,082 +15,274 +7%
CIP
118
Capital Insight Partners
Arizona
$23.3M 227,430 +7,378 +3%
Natixis Advisors
119
Natixis Advisors
Massachusetts
$23.2M 225,780 +137,655 +156%
SWM
120
SigFig Wealth Management
California
$22.2M 216,968 +977 +0.5%
GVAG
121
Great Valley Advisor Group
Delaware
$21.9M 213,392 -20,619 -9%
CW
122
Connectus Wealth
Ohio
$21.5M 208,906 -8,324 -4%
EH
123
Equitable Holdings
New York
$21.5M 209,257 +24,469 +13%
CI
124
CX Institutional
Indiana
$21.2M 207,151 -1,524 -0.7%
CAMG
125
CWA Asset Management Group
Florida
$21.1M 205,668 +32,655 +19%
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