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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 %
BSW
176
Buckingham Strategic Wealth
Missouri
$14.8M 143,973 +14,279 +11%
NAS
177
Nicolet Advisory Services
Wisconsin
$14.8M 144,918 +18,080 +14%
WB
178
WesBanco Bank
West Virginia
$14.5M 141,411 +13,487 +11%
BL
179
Balentine LLC
Georgia
$14.3M 139,434 -2,994 -2%
SPP
180
Single Point Partners
Massachusetts
$14.3M 139,310 +139,310 New
PCM
181
Passive Capital Management
Maryland
$14.2M 138,878 -28,627 -17%
CL
182
Choreo LLC
Illinois
$14.1M 137,957 +39,402 +40%
MWM
183
Modera Wealth Management
New Jersey
$14.1M 137,247 +744 +0.5%
CA
184
CGN Advisors
Kansas
$14M 136,942 +66,371 +94%
MIS
185
Morningstar Investment Services
Illinois
$14M 136,830 +1,671 +1%
FPCP
186
Fort Point Capital Partners
California
$14M 136,678 -26,608 -16%
LRIA
187
Leonard Rickey Investment Advisors
Washington
$14M 136,430 +43,504 +47%
GBWM
188
Granite Bay Wealth Management
New Hampshire
$14M 132,380 +132,380 New
LS
189
Liquid Strategies
Georgia
$13.9M 136,195 +1,811 +1%
SGCA
190
Steel Grove Capital Advisors
Tennessee
$13.7M 133,511 -78,939 -37%
AA
191
Alesco Advisors
New York
$13.6M 133,100 +10,171 +8%
MCWS
192
McKinley Carter Wealth Services
West Virginia
$13.5M 131,564 +12,225 +10%
MBFW
193
Morton Brown Family Wealth
Pennsylvania
$13.4M 131,010 +11,130 +9%
WCM
194
Wealthcare Capital Management
Virginia
$13.4M 130,841 +3,103 +2%
PWM
195
Perigon Wealth Management
California
$13.4M 130,800 +5,805 +5%
HFS
196
HBC Financial Services
Washington
$13.4M 130,255 +3,115 +2%
DL
197
DOHJ LLC
Washington
$13.1M 128,391 +14,234 +12%
FWI
198
Facet Wealth Inc
Maryland
$12.9M 127,896 -161,013 -56%
SPC
199
Sigma Planning Corp
Michigan
$12.9M 125,808 +457 +0.4%
MFA
200
Mayflower Financial Advisors
Massachusetts
$12.8M 125,108 +4,104 +3%
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