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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 %
RI
201
Rinkey Investments
California
$12.6M 117,622 +11,675 +11%
PP
202
PDS Planning
Ohio
$12.4M 116,002 +3,011 +3%
KFG
203
Kingdom Financial Group
Arizona
$12.3M 115,291 +115,291 New
DL
204
DOHJ LLC
Washington
$12.2M 114,157 +5,014 +5%
TC
205
TownSquare Capital
Utah
$11.9M 111,784 +68,888 +161%
RFA
206
RTD Financial Advisors
Pennsylvania
$11.8M 110,978 +7,122 +7%
CCA
207
Clearwater Capital Advisors
Illinois
$11.8M 110,270 +5,416 +5%
API
208
Advisor Partners II
California
$11.7M 110,076 +41,250 +60%
RWP
209
Revolve Wealth Partners
New Jersey
$11.6M 109,142 -3,220 -3%
FFA
210
Fragasso Financial Advisors
Pennsylvania
$11.3M 105,820 -2,589 -2%
AIMC
211
Alley Investment Management Company
Illinois
$11.2M 104,999 +670 +0.6%
TCM
212
Towercrest Capital Management
Pennsylvania
$11.1M 104,442 +6,071 +6%
LNC
213
Lincoln National Corp
Pennsylvania
$10.9M 102,195 +32,762 +47%
SL
214
Salomon & Ludwin
Virginia
$10.9M 101,780 +98,113 +2,676%
WWM
215
Windsor Wealth Management
Indiana
$10.7M 99,941 +1,980 +2%
RCA
216
Resonant Capital Advisors
Wisconsin
$10.6M 99,779 +12,112 +14%
Deutsche Bank
217
Deutsche Bank
Germany
$10.6M 99,640 -13,294 -12%
CL
218
Choreo LLC
Illinois
$10.5M 98,555 -399 -0.4%
OCG
219
Opus Capital Group
Ohio
$10.5M 98,400 +1,690 +2%
HWA
220
Heartwood Wealth Advisors
Virginia
$10.4M 97,392 +5,343 +6%
VC
221
Veery Capital
Delaware
$10.3M 96,936 +30,280 +45%
KWM
222
Keebeck Wealth Management
Illinois
$10.3M 96,423 -16,933 -15%
TA
223
Tiedemann Advisors
New York
$10.3M 96,084 -29,244 -23%
RVPG
224
Relative Value Partners Group
$10.2M 95,882 -2,585 -3%
OWA
225
One Wealth Advisors
California
$10.2M 95,425 -7,972 -8%
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