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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 %
PI
151
Parkside Investments
Illinois
$17.2M 160,800 -2,800 -2%
RFC
152
Regions Financial Corp
Alabama
$16.7M 156,792 -3,102 -2%
CSWG
153
Cardinal Strategic Wealth Guidance
Kentucky
$16.3M 153,172 +880 +0.6%
FMLI
154
Fukoku Mutual Life Insurance
Japan
$16.3M 153,000 – –
WPC
155
Wedmont Private Capital
Pennsylvania
$16.3M 152,741 +2,670 +2%
VC
156
Vicus Capital
Pennsylvania
$16.2M 151,411 +17,039 +13%
CTA
157
Chesley Taft & Associates
Illinois
$16M 149,776 +2,000 +1%
FFBTD
158
First Financial Bank - Trust Division
Ohio
$15.9M 148,875 +746 +0.5%
CAL
159
Capital Analysts LLC
Pennsylvania
$15.9M 148,859 +2,707 +2%
LNB
160
Ledyard National Bank
$15.8M 148,437 +1,443 +1%
JFGIW
161
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.8M 148,305 -17,881 -11%
RW
162
Regimen Wealth
Georgia
$15.8M 148,069 +4,037 +3%
TC
163
Trust Company
Kansas
$15.7M 147,191 +7,918 +6%
SAG
164
SageView Advisory Group
California
$15.7M 146,745 +451 +0.3%
MA
165
Mosaic Advisors
Texas
$15.7M 146,672 +943 +0.6%
SDWMA
166
Schneider Downs Wealth Management Advisors
Pennsylvania
$15.2M 142,552 +1,632 +1%
BL
167
Balentine LLC
Georgia
$15.2M 142,428 -13,503 -9%
Lido Advisors
168
Lido Advisors
California
$15M 140,952 -17,101 -11%
BSSFA
169
Baron Silver Stevens Financial Advisors
Florida
$15M 140,540 +22,238 +19%
RWB
170
RMR Wealth Builders
New Jersey
$15M 140,144 +23,756 +20%
AWM
171
Avior Wealth Management
Nebraska
$14.9M 139,685 +14,914 +12%
BSWM
172
Boston Standard Wealth Management
Massachusetts
$14.8M 138,934 +8,807 +7%
LFA
173
Legacy Financial Advisors
Kentucky
$14.8M 138,911 -2,135 -2%
Baird Financial Group
174
Baird Financial Group
Wisconsin
$14.6M 136,604 -120,444 -47%
MWM
175
Modera Wealth Management
New Jersey
$14.6M 136,503 +119,612 +708%
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