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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 %
CAL
176
Capital Analysts LLC
Pennsylvania
$19M 178,185 +6,312 +4%
VC
177
Vicus Capital
Pennsylvania
$18.9M 177,237 +639 +0.4%
CI
178
CX Institutional
Indiana
$18.9M 177,159 -3,852 -2%
MBFW
179
Morton Brown Family Wealth
Pennsylvania
$18.8M 175,572 -11,597 -6%
SPIA
180
Steward Partners Investment Advisory
New York
$18.8M 176,564 -4,182 -2%
SHF
181
Stage Harbor Financial
Massachusetts
$18.7M 175,948 -1,982 -1%
SC
182
Slow Capital
California
$18.7M 175,825 -105,885 -38%
CFG
183
Citizens Financial Group
Rhode Island
$18.7M 175,174 +8,035 +5%
AIA
184
Ally Invest Advisors
North Carolina
$18.6M 174,940 +4,274 +3%
WB
185
WesBanco Bank
West Virginia
$18.6M 174,226 +18,221 +12%
AWA
186
Alaska Wealth Advisors
Alaska
$18.5M 173,284 +29,250 +20%
CTA
187
Chesley Taft & Associates
Illinois
$18.3M 171,341 +2,955 +2%
FLPIM
188
F.L. Putnam Investment Management
Massachusetts
$18.2M 171,193 +1,987 +1%
MIS
189
Morningstar Investment Services
Illinois
$18M 168,301 +5,598 +3%
AA
190
Alesco Advisors
New York
$17.7M 166,146 +9,877 +6%
CAAS
191
Capital Asset Advisory Services
Michigan
$17.7M 165,101 +5,936 +4%
HI
192
Harper Investing
California
$16.4M 154,055 +119,362 +344%
DPI
193
Diversified Portfolios Inc
Michigan
$16.3M 153,422 +10,450 +7%
FMLI
194
Fukoku Mutual Life Insurance
Japan
$16.3M 153,000 – –
KFG
195
Kingdom Financial Group
Arizona
$16.2M 152,506 +11,861 +8%
SW
196
SVB Wealth
Massachusetts
$16.1M 150,879 -3,146 -2%
PI
197
Parkside Investments
Illinois
$16M 149,900 – –
SP
198
Stairway Partners
Illinois
$15.9M 149,389 +1,580 +1%
Lido Advisors
199
Lido Advisors
California
$15.8M 147,853 +5,850 +4%
SPC
200
Sigma Planning Corp
Michigan
$15.7M 147,177 +10,934 +8%
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