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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 %
Jane Street
126
Jane Street
New York
$22.9M 214,121 +210,394 +5,645%
CG
127
Colony Group
Massachusetts
$22.7M 212,808 -3,852 -2%
SGCA
128
Steel Grove Capital Advisors
Tennessee
$22.7M 212,450 -24,787 -10%
CI
129
CX Institutional
Indiana
$22.3M 208,675 -8,284 -4%
SC
130
Savant Capital
Illinois
$21M 197,115 -13,867 -7%
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.5M 191,996 +8,678 +5%
CWM
132
Cahaba Wealth Management
Georgia
$20.4M 191,067 +12,683 +7%
TI
133
Truepoint Inc
Ohio
$20.3M 189,901 -4,392 -2%
MFS
134
McNamara Financial Services
Massachusetts
$20.1M 189,529 +2,359 +1%
SHWM
135
Smith & Howard Wealth Management
Georgia
$20M 187,213 -21,136 -10%
EH
136
Equitable Holdings
New York
$19.7M 184,788 +19,400 +12%
WF
137
Williams Financial
Vermont
$19.5M 183,147 +4,434 +2%
PCA
138
Pallas Capital Advisors
Massachusetts
$19.5M 182,823 +72,213 +65%
SPIA
139
Steward Partners Investment Advisory
New York
$18.7M 175,410 +4,081 +2%
MMA
140
Miracle Mile Advisors
California
$18.6M 174,258 -35,247 -17%
CAMG
141
CWA Asset Management Group
Florida
$18.5M 173,013 +38,962 +29%
M&T Bank
142
M&T Bank
New York
$18.4M 172,182 -3,883 -2%
AAS
143
Annex Advisory Services
Wisconsin
$18.1M 169,492 +10,483 +7%
SP
144
Stairway Partners
Illinois
$18.1M 169,188 +644 +0.4%
PCM
145
Passive Capital Management
Maryland
$17.9M 167,505 -182 -0.1%
PPW
146
Parcion Private Wealth
Washington
$17.7M 166,267 +8,121 +5%
AIA
147
Ally Invest Advisors
North Carolina
$17.5M 164,392 -756 -0.5%
AWS
148
Atria Wealth Solutions
New York
$17.5M 163,646 +12,785 +8%
FPCP
149
Fort Point Capital Partners
California
$17.4M 163,286 +28,079 +21%
CAAS
150
Capital Asset Advisory Services
Michigan
$17.3M 161,733 -5,682 -3%
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