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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 %
IWC
126
Integrated Wealth Concepts
Massachusetts
$20.9M 204,116 -11,844 -5%
TC
127
Trust Company
Kansas
$20M 195,526 +48,335 +33%
MFS
128
McNamara Financial Services
Massachusetts
$19.9M 194,216 +4,687 +2%
CCA
129
Clearwater Capital Advisors
Illinois
$19.8M 193,455 +83,185 +75%
LNWTC
130
Laird Norton Wetherby Trust Company
Washington
$19.8M 192,931 -51,750 -21%
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.8M 192,862 +866 +0.5%
OWA
132
One Wealth Advisors
California
$19.7M 192,332 +96,907 +102%
CFG
133
Citizens Financial Group
Rhode Island
$19.7M 192,323 -185,024 -49%
AAS
134
Annex Advisory Services
Wisconsin
$19.3M 188,523 +19,031 +11%
CWM
135
Cahaba Wealth Management
Georgia
$19.3M 187,912 -3,155 -2%
WF
136
Williams Financial
Vermont
$19.2M 187,305 +4,158 +2%
M&T Bank
137
M&T Bank
New York
$19.1M 186,662 +14,480 +8%
AWM
138
Axxcess Wealth Management
California
$18.9M 184,439 +163,380 +776%
AWS
139
Atria Wealth Solutions
New York
$18.7M 181,958 +18,312 +11%
SPIA
140
Steward Partners Investment Advisory
New York
$18.5M 180,143 +4,733 +3%
1WM
141
1900 Wealth Management
Texas
$18.3M 178,083 +89,624 +101%
PPW
142
Parcion Private Wealth
Washington
$18.2M 177,976 +11,709 +7%
TC
143
TownSquare Capital
Utah
$18.2M 177,940 +66,156 +59%
WPC
144
Wedmont Private Capital
Pennsylvania
$18.2M 177,973 +25,232 +17%
SDWMA
145
Schneider Downs Wealth Management Advisors
Pennsylvania
$18M 175,879 +33,327 +23%
SP
146
Stairway Partners
Illinois
$18M 175,303 +6,115 +4%
VC
147
Vicus Capital
Pennsylvania
$17.5M 171,113 +19,702 +13%
Lido Advisors
148
Lido Advisors
California
$17.3M 168,850 +27,898 +20%
RFC
149
Regions Financial Corp
Alabama
$17.3M 168,272 +11,480 +7%
AIA
150
Ally Invest Advisors
North Carolina
$17.2M 167,511 +3,119 +2%
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