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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,484 hedge funds and large institutions have $35.3B invested in iShares National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 581 increasing their positions, 603 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
-23
Holders Change %
-1.53%
% of All Funds
20.15%
Holding in Top 10
117
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.31%
% of All Funds
1.59%
New
119
Increased
581
Reduced
603
Closed
109
Calls
$99.1M
Puts
$467M
Net Calls
-$368M
Net Calls Change
-$298M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$194M
2
AC
Allstate Corporation
Illinois
+$152M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$103M
4
Charles Schwab
Charles Schwab
California
+$84.6M
5
Raymond James Financial
Raymond James Financial
Florida
+$66.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$215M
2
Jane Street
Jane Street
New York
-$200M
3
PAS
Park Avenue Securities
New York
-$110M
4
Osaic Holdings
Osaic Holdings
Arizona
-$96.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$94.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
1251
Erickson Financial Group
Pennsylvania
$283K – – –
RRA
1252
Round Rock Advisors
Connecticut
$281K +$3.69K +35 +1%
BIA
1253
Bell Investment Advisors
California
$280K -$97.3K -923 -26%
LA
1254
LexAurum Advisors
Kansas
$278K +$9.28K +88 +3%
PWM
1255
Partners Wealth Management
California
$273K -$10.1K -96 -4%
AWP
1256
Axis Wealth Partners
Rhode Island
$273K +$2.85K +27 +1%
SMG
1257
Smart Money Group
Texas
$272K +$272K +2,579 New
C1AG
1258
Client 1st Advisory Group
Florida
$271K – – –
BBNB
1259
Baker Boyer National Bank
Washington
$270K – – –
KFS
1260
Kelly Financial Services
Massachusetts
$270K +$270K +2,559 New
AFO
1261
Allie Family Office
Florida
$268K – – –
CCG
1262
Ceeto Capital Group
Florida
$268K – – –
OFO
1263
OneAscent Family Office
Alabama
$267K +$267K +2,529 New
EW
1264
Element Wealth
Mississippi
$267K +$267K +2,530 New
VIM
1265
Vista Investment Management
Pennsylvania
$266K -$47.8K -453 -15%
CPA
1266
Cardiff Park Advisors
California
$265K +$843 +8 +0.3%
HCM
1267
Harvey Capital Management
Florida
$265K – – –
PP
1268
Pacifica Partners
Canada
$264K -$5.82K -55 -2%
WC
1269
Whitney & Co
New York
$264K -$198K -1,879 -43%
PW
1270
Pandora Wealth
Illinois
$264K +$264K +2,500 New
AWM
1271
Apex Wealth Management
New Hampshire
$263K -$1.08M -10,262 -80%
CWD
1272
Clarity Wealth Development
Oregon
$261K -$148K -1,410 -36%
IAS
1273
Insigneo Advisory Services
Florida
$259K +$11.6K +110 +5%
FWM
1274
Fonville Wealth Management
Virginia
$259K -$39.3K -375 -13%
BJL
1275
Brighton Jones LLC
Washington
$255K -$66.2K -628 -21%
49 50
51
52 53