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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 %
FFA
201
Fragasso Financial Advisors
Pennsylvania
$15M 140,394 -24,856 -15%
RWB
202
RMR Wealth Builders
New Jersey
$14.7M 138,269 +7,779 +6%
AWM
203
Apollon Wealth Management
South Carolina
$14.7M 137,707 +1,804 +1%
FCAM
204
First Citizens Asset Management
North Carolina
$14.5M 135,878 -39,339 -22%
ASN
205
Advisory Services Network
Georgia
$14.4M 135,612 +6,225 +5%
AG
206
AlTi Global
New York
$14.3M 133,772 -49,001 -27%
HFS
207
HBC Financial Services
Washington
$14.2M 132,339 +617 +0.5%
MCWS
208
McKinley Carter Wealth Services
West Virginia
$14M 131,306 +10,648 +9%
SHGA
209
Sand Hill Global Advisors
California
$13.9M 130,573 -22,716 -15%
TC
210
Teilinger Capital
Texas
$13.9M 130,000 +130,000 New
PAG
211
Private Advisor Group
New Jersey
$13.8M 129,065 +10,293 +9%
WA
212
Waverly Advisors
Alabama
$13.7M 128,271 +18,397 +17%
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$13.5M 126,275 +11,320 +10%
CA
214
Clearstead Advisors
Ohio
$13.3M 125,105 +95,242 +319%
TCM
215
Towercrest Capital Management
Pennsylvania
$13.1M 123,328 +2,537 +2%
RI
216
Rinkey Investments
California
$13M 121,991 +7,039 +6%
UW
217
Unique Wealth
Florida
$12.9M 121,493 +4,289 +4%
AIMC
218
Alley Investment Management Company
Illinois
$12.9M 121,192 +7,222 +6%
OSAM
219
O'Shaughnessy Asset Management
Connecticut
$12.7M 119,036 +18,609 +19%
OPAM
220
Ocean Park Asset Management
California
$12.6M 118,600 -29,700 -20%
CA
221
Crewe Advisors
Utah
$12.5M 117,610 +12,092 +11%
FT
222
Fiduciary Trust
Massachusetts
$12.5M 117,519 +13,002 +12%
NA
223
NewEdge Advisors
Louisiana
$12.3M 115,477 +23,801 +26%
NAS
224
Nicolet Advisory Services
Wisconsin
$12.2M 114,627 -6,312 -5%
OGF
225
Orin Green Financial
California
$12.1M 114,029 +114,029 New
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