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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 %
MIS
176
Morningstar Investment Services
Illinois
$14.4M 135,159 +4,123 +3%
AL
177
Aspiriant LLC
California
$14.4M 134,618 -12,091 -8%
LS
178
Liquid Strategies
Georgia
$14.3M 134,384 +5,846 +5%
BNP Paribas Financial Markets
179
BNP Paribas Financial Markets
France
$14.3M 133,733 -58,527 -30%
ASN
180
Advisory Services Network
Georgia
$14M 130,918 +2,089 +2%
BSW
181
Buckingham Strategic Wealth
Missouri
$13.8M 129,694 +30,862 +31%
FLPIM
182
F.L. Putnam Investment Management
Massachusetts
$13.8M 128,906 +8,276 +7%
WB
183
WesBanco Bank
West Virginia
$13.7M 127,924 +11,524 +10%
WCM
184
Wealthcare Capital Management
Virginia
$13.6M 127,738 +11,135 +10%
HFS
185
HBC Financial Services
Washington
$13.6M 127,140 +65 +0.1%
NAS
186
Nicolet Advisory Services
Wisconsin
$13.4M 126,838 -4,509 -3%
SPC
187
Sigma Planning Corp
Michigan
$13.4M 125,351 +3,725 +3%
FCAM
188
First Citizens Asset Management
North Carolina
$13.3M 125,018 -3,572 -3%
PWM
189
Perigon Wealth Management
California
$13.3M 124,995 +44,203 +55%
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$13.2M 123,283 +618 +0.5%
AA
191
Alesco Advisors
New York
$13.1M 122,929 +11,498 +10%
SFG
192
SNS Financial Group
Minnesota
$13.1M 122,665 -14,756 -11%
PAG
193
Private Advisor Group
New Jersey
$13.1M 122,344 +13,316 +12%
Wealth Enhancement Advisory Services
194
Wealth Enhancement Advisory Services
Minnesota
$13M 121,738 -68,985 -36%
MFA
195
Mayflower Financial Advisors
Massachusetts
$12.9M 121,004 -2,598 -2%
LPT
196
Legacy Private Trust
Wisconsin
$12.9M 120,783 -23,343 -16%
ANTB
197
AMG National Trust Bank
Colorado
$12.8M 120,115 +1,069 +0.9%
MBFW
198
Morton Brown Family Wealth
Pennsylvania
$12.8M 119,880 +770 +0.6%
MCWS
199
McKinley Carter Wealth Services
West Virginia
$12.7M 119,339 -7,530 -6%
PO
200
Private Ocean
California
$12.6M 118,136 -16,445 -12%
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