MUB icon

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 %
LNB
151
Ledyard National Bank
$17.1M 166,799 +18,362 +12%
CAAS
152
Capital Asset Advisory Services
Michigan
$16.8M 163,335 +1,602 +1%
GW
153
GW & Wade
Massachusetts
$16.5M 160,888 -54,737 -25%
SL
154
Salomon & Ludwin
Virginia
$16.4M 159,800 +58,020 +57%
FFBTD
155
First Financial Bank - Trust Division
Ohio
$16.3M 158,876 +10,001 +7%
SC
156
Savant Capital
Illinois
$16.3M 158,709 -38,406 -19%
Baird Financial Group
157
Baird Financial Group
Wisconsin
$16.2M 157,698 +21,094 +15%
CTA
158
Chesley Taft & Associates
Illinois
$16.1M 156,976 +7,200 +5%
PI
159
Parkside Investments
Illinois
$16.1M 156,975 -3,825 -2%
CAL
160
Capital Analysts LLC
Pennsylvania
$15.8M 154,265 +5,406 +4%
FMLI
161
Fukoku Mutual Life Insurance
Japan
$15.7M 153,000 – –
CSWG
162
Cardinal Strategic Wealth Guidance
Kentucky
$15.5M 151,571 -1,601 -1%
SHWM
163
Smith & Howard Wealth Management
Georgia
$15.5M 151,550 -35,663 -19%
RW
164
Regimen Wealth
Georgia
$15.5M 151,436 +3,367 +2%
BSWM
165
Boston Standard Wealth Management
Massachusetts
$15.4M 150,491 +11,557 +8%
WP
166
WealthSource Partners
California
$15.4M 150,300 +85,837 +133%
CA
167
Cetera Advisors
Colorado
$15.3M 148,819 -66,637 -31%
JFGIW
168
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.2M 148,445 +140 +0.1%
MA
169
Mosaic Advisors
Texas
$15.1M 147,518 +846 +0.6%
AWM
170
Avior Wealth Management
Nebraska
$15.1M 147,498 +7,813 +6%
RWB
171
RMR Wealth Builders
New Jersey
$15.1M 147,372 +7,228 +5%
AL
172
Aspiriant LLC
California
$15.1M 146,857 +12,239 +9%
SAG
173
SageView Advisory Group
California
$15M 146,372 -373 -0.3%
FLPIM
174
F.L. Putnam Investment Management
Massachusetts
$14.9M 145,263 +16,357 +13%
ASN
175
Advisory Services Network
Georgia
$14.8M 144,086 +13,168 +10%
5 6
7
8 9