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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 %
SSA
1226
Schonfeld Strategic Advisors
New York
– – -21,337 Closed
WA
1227
Wambolt & Associates
Colorado
– – -16,908 Closed
RWA
1228
Redhawk Wealth Advisors
Minnesota
– – -15,952 Closed
CFM
1229
Comprehensive Financial Management
California
– – -12,012 Closed
WFA
1230
Wellspring Financial Advisors
Ohio
– – -11,642 Closed
TWM
1231
Thrive Wealth Management
Pennsylvania
– – -9,978 Closed
HPM
1232
Hoxton Planning & Management
West Virginia
– – -9,753 Closed
CAM
1233
Crestone Asset Management
Colorado
– – -9,635 Closed
CHAM
1234
Clear Harbor Asset Management
Connecticut
– – -8,752 Closed
SFMG
1235
Sage Financial Management Group
Virginia
– – -8,448 Closed
CGL
1236
Clarius Group LLC
Washington
– – -8,393 Closed
BCM
1237
Brasada Capital Management
Texas
– – -6,474 Closed
IA
1238
IFG Advisory
Georgia
– – -6,448 Closed
TWA
1239
TCI Wealth Advisors
Arizona
– – -6,267 Closed
ARC
1240
Advisor Resource Council
Texas
– – -6,172 Closed
HWM
1241
HB Wealth Management
Georgia
– – -6,079 Closed
BZWA
1242
Blue Zone Wealth Advisors
California
– – -6,075 Closed
DBT
1243
Dubuque Bank & Trust
Iowa
– – -6,020 Closed
ASFA
1244
All Season Financial Advisors
Colorado
– – -5,510 Closed
NF
1245
Nvest Financial
New Hampshire
– – -5,313 Closed
RL
1246
Retireful LLC
Michigan
– – -4,352 Closed
UFA
1247
US Financial Advisors
Massachusetts
– – -4,152 Closed
TIP
1248
Torray Investment Partners
Maryland
– – -3,750 Closed
BWP
1249
Baldwin Wealth Partners
Massachusetts
– – -3,510 Closed
SIA
1250
Strategic Investment Advisors
Michigan
– – -3,067 Closed
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50
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