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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 %
LWM
1276
Liberty Wealth Management
California
– – -2,038 Closed
CW
1277
Channel Wealth
California
– – -2,035 Closed
CB
1278
Cadence Bank
Mississippi
– – -2,000 Closed
MPCL
1279
My Personal CFO LLC
Washington
– – -2,000 Closed
EIA
1280
Eldridge Investment Advisors
New Hampshire
– – -1,950 Closed
QWM
1281
QP Wealth Management
New Jersey
– – -1,945 Closed
AWM
1282
AAF Wealth Management
Massachusetts
– – -1,906 Closed
RI
1283
Ridgewood Investments
New Jersey
– – -1,696 Closed
FCG
1284
Financial Connections Group
California
– – -1,610 Closed
ANBT
1285
American National Bank & Trust
Texas
– – -1,000 Closed
DCBT
1286
Dakota Community Bank & Trust
North Dakota
– – -974 Closed
CFO
1287
CVA Family Office
Colorado
– – -783 Closed
IGWM
1288
ICA Group Wealth Management
Colorado
– – -732 Closed
DI
1289
Disciplined Investments
Oklahoma
– – -673 Closed
FMII
1290
Farmers & Merchants Investments Inc
Nebraska
– – -497 Closed
AP
1291
Arlington Partners
Alabama
– – -448 Closed
FBC
1292
Fairfield, Bush & Co
Connecticut
– – -425 Closed
FA
1293
Fiduciary Alliance
South Carolina
– – -342 Closed
WIM
1294
WealthPlan Investment Management
Nebraska
– – -306 Closed
CWA
1295
Clearview Wealth Advisors
Oregon
– – -302 Closed
PIAS
1296
PCA Investment Advisory Services
Ohio
– – -270 Closed
CT
1297
Colonial Trust
South Carolina
– – -134 Closed
CFFP
1298
Center for Financial Planning
Michigan
– – -111 Closed
BLC
1299
Brown, Lisle/Cummings
Rhode Island
– – -72 Closed
BCM
1300
Basso Capital Management
Connecticut
– – -57 Closed
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