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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 %
AIA
126
Alera Investment Advisors
Illinois
$26.2M 245,637 +71,858 +41%
B
127
Bailard
California
$26M 244,400 -5,170 -2%
RIA
128
Retirement Investment Advisors
Oklahoma
$25.8M 242,552 +242,552 New
SFM
129
Soros Fund Management
New York
$25.7M 241,400 – –
KIM
130
Kestra Investment Management
Texas
$25.7M 240,800 +240,800 New
CIP
131
Capital Insight Partners
Arizona
$25.6M 239,935 -4,985 -2%
BCP
132
Blue Chip Partners
Michigan
$25.4M 237,948 +2,904 +1%
KAS
133
Kestra Advisory Services
Texas
$25.1M 245,446 +74,840 +44%
IWC
134
Integrated Wealth Concepts
Massachusetts
$25.1M 235,178 +25,830 +12%
AC
135
Apella Capital
Connecticut
$24.9M 232,932 +10,731 +5%
AWS
136
Atria Wealth Solutions
New York
$24.7M 231,526 +30,864 +15%
SDWMA
137
Schneider Downs Wealth Management Advisors
Pennsylvania
$24.1M 226,507 +23,235 +11%
MWM
138
Modera Wealth Management
New Jersey
$24.1M 226,175 +69,539 +44%
MWP
139
Meridian Wealth Partners
Pennsylvania
$23.8M 223,684 -39,986 -15%
CWM
140
Cahaba Wealth Management
Georgia
$23.7M 222,212 +12,000 +6%
APM
141
a16z Perennial Management
California
$23.6M 221,667 – –
TC
142
Trust Company
Kansas
$23.6M 221,615 +3,707 +2%
CAM
143
Cresset Asset Management
Illinois
$23.4M 219,847 +12,852 +6%
FFA
144
Farther Finance Advisors
California
$23.3M 219,344 +38,007 +21%
PWM
145
Perigon Wealth Management
California
$23.1M 217,221 +22,327 +11%
WPC
146
Wedmont Private Capital
Pennsylvania
$22.7M 211,940 +9,493 +5%
LNB
147
Ledyard National Bank
$22.7M 213,265 +12,225 +6%
LS
148
Liquid Strategies
Georgia
$22.7M 213,180 +14,745 +7%
RFC
149
Regions Financial Corp
Alabama
$22.6M 212,293 +1,631 +0.8%
MFS
150
McNamara Financial Services
Massachusetts
$22.5M 211,096 +8,474 +4%
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