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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 %
SWP
151
Stratos Wealth Partners
Ohio
$22.5M 210,916 +12,822 +6%
CL
152
Choreo LLC
Illinois
$22.3M 210,430 +6,874 +3%
TC
153
TownSquare Capital
Utah
$22.3M 209,343 +7,527 +4%
AC
154
Asio Capital
Kentucky
$21.9M 205,831 +519 +0.3%
FPCP
155
Fort Point Capital Partners
California
$21.8M 204,392 +58,527 +40%
Manulife (Manufacturers Life Insurance)
156
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.4M 200,497 +14,922 +8%
LGA
157
Lebenthal Global Advisors
New York
$21.4M 200,587 -6,146 -3%
CSWG
158
Cardinal Strategic Wealth Guidance
Kentucky
$21.3M 199,511 +1,553 +0.8%
BMC
159
Bear Mountain Capital
Washington
$21.1M 196,646 -224 -0.1%
AL
160
Aspiriant LLC
California
$20.7M 193,957 -2,268 -1%
LRIA
161
Leonard Rickey Investment Advisors
Washington
$20.3M 190,766 +37,203 +24%
AWM
162
Axxcess Wealth Management
California
$20.2M 189,701 +6,680 +4%
Natixis Advisors
163
Natixis Advisors
Massachusetts
$20.2M 189,123 +57,085 +43%
SL
164
Salomon & Ludwin
Virginia
$20M 187,310 +21,037 +13%
BL
165
Balentine LLC
Georgia
$19.9M 186,969 -4,193 -2%
BSWM
166
Boston Standard Wealth Management
Massachusetts
$19.8M 185,519 +11,594 +7%
RFA
167
RTD Financial Advisors
Pennsylvania
$19.6M 183,730 +1,414 +0.8%
DWM
168
Dynasty Wealth Management
Florida
$19.6M 183,641 +3,870 +2%
RW
169
Regimen Wealth
Georgia
$19.5M 183,370 +11,302 +7%
FFBTD
170
First Financial Bank - Trust Division
Ohio
$19.2M 179,980 +22,617 +14%
CCA
171
Clearwater Capital Advisors
Illinois
$19.1M 179,718 -1,290 -0.7%
QWP
172
Quotient Wealth Partners
Texas
$19.1M 179,612 -3,965 -2%
AWM
173
Avior Wealth Management
Nebraska
$19.1M 179,288 -646 -0.4%
AAP
174
Arax Advisory Partners
Colorado
$19M 178,500 +178,500 New
SAG
175
SageView Advisory Group
California
– – -109,201 Closed
5 6
7
8 9