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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,336 hedge funds and large institutions have $32.5B invested in iShares National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 633 increasing their positions, 427 reducing their positions, and 116 closing their positions.

Holders
1,336
Holders Change
-28
Holders Change %
-2.05%
% of All Funds
19.44%
Holding in Top 10
117
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.85%
% of All Funds
1.7%
New
106
Increased
633
Reduced
427
Closed
116
Calls
$6.12M
Puts
$187M
Net Calls
-$181M
Net Calls Change
-$130M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$918M
2
Betterment LLC
2
Betterment LLC
New York
$1.68B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$264M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.97B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$778M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
Jane Street
3
Jane Street
New York
$6.17M
4
US Bancorp
4
US Bancorp
Minnesota
$532M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.75B
Name Market Value Shares Shares
Change 		Shares
Change %
FGAM
1326
Financial Gravity Asset Management
Texas
$3.2K 30 +30 New
KFP
1327
Keener Financial Planning
Texas
$3K 29 -1,253 -98%
TSWM
1328
Tyler-Stone Wealth Management
Ohio
$2.35K 22 – –
IHWM
1329
Iron Horse Wealth Management
Iowa
$2.34K 22 – –
AWM
1330
Activest Wealth Management
Florida
$1.66K 16 +1 +7%
AWM
1331
Atticus Wealth Management
Florida
$1.28K 12 – –
HPC
1332
HM Payson & Co
Maine
$1.17K 11 +11 New
ADL
1333
Asset Dedication LLC
California
$853 8 +7 +700%
HCM
1334
Hollencrest Capital Management
California
$852 8 – –
AWM
1335
Aspire Wealth Management
Massachusetts
$569 5 -93 -95%
CIM
1336
Contravisory Investment Management
Massachusetts
$426 4 – –
GEA
1337
Glen Eagle Advisors
New Jersey
$361 3 – –
JHCP
1338
Jackson Hole Capital Partners
Oklahoma
$320 3 – –
DFA
1339
DHJJ Financial Advisors
Illinois
$214 2 – –
SFC
1340
Strategic Financial Concepts
Texas
$201 21,591 +21,591 New
GCM
1341
Gables Capital Management
Florida
$107 1 +1 New
FFA
1342
Frazier Financial Advisors
Ohio
– – -586 Closed
CSIA
1343
Charles Schwab Investment Advisory
California
– – -8,618,722 Closed
D.E. Shaw & Co
1344
D.E. Shaw & Co
New York
– – -2,731,200 Closed
CA
1345
CSM Advisors
Pennsylvania
– – -229,500 Closed
NRA
1346
NSI Retail Advisors
Pennsylvania
– – -229,500 Closed
LNC
1347
Lincoln National Corp
Pennsylvania
– – -179,872 Closed
SPP
1348
Single Point Partners
Massachusetts
– – -127,881 Closed
OWA
1349
One Wealth Advisors
California
– – -109,724 Closed
FTUS
1350
Flow Traders U.S.
New York
– – -108,228 Closed
52 53
54
55 56