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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,201 hedge funds and large institutions have $26.7B invested in iShares National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 519 increasing their positions, 424 reducing their positions, and 82 closing their positions.

Holders
1,201
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.23%
Holding in Top 10
118
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.84%
% of All Funds
1.89%
New
111
Increased
519
Reduced
424
Closed
82
Calls
$1.94M
Puts
$2.44M
Net Calls
-$497K
Net Calls Change
+$2.52M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.92B
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$352M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$311M
4
CIA
4
Choate Investment Advisors
Massachusetts
$118M
5
US Bancorp
5
US Bancorp
Minnesota
$676M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.6B
2
Bank of America
2
Bank of America
North Carolina
$2.22B
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$13.2M
4
BlackRock
4
BlackRock
New York
$106M
5
Morgan Stanley
5
Morgan Stanley
New York
$610M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.6B 24,104,472 -5,399,280 -18%
Bank of America
2
Bank of America
North Carolina
$2.22B 20,594,037 -3,084,418 -13%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.92B 17,841,194 +3,914,135 +28%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.13B 10,518,030 -161,101 -2%
Creative Planning
5
Creative Planning
Kansas
$1.08B 9,995,441 +7,688 +0.1%
Betterment LLC
6
Betterment LLC
New York
$1.05B 9,750,254 +82,033 +0.8%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$821M 7,618,492 -661,609 -8%
Wells Fargo
8
Wells Fargo
California
$744M 6,906,706 +492,807 +8%
US Bancorp
9
US Bancorp
Minnesota
$676M 6,273,171 +547,060 +10%
Morgan Stanley
10
Morgan Stanley
New York
$610M 5,658,381 -665,125 -11%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$590M 5,479,818 -400,697 -7%
CSIA
12
Charles Schwab Investment Advisory
California
$561M 5,203,647 +5,098 +0.1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$549M 5,095,034 -257,998 -5%
LPL Financial
14
LPL Financial
California
$468M 4,346,019 +529,537 +14%
SEI Investments
15
SEI Investments
Pennsylvania
$422M 3,920,214 +313,317 +9%
Fisher Asset Management
16
Fisher Asset Management
Washington
$364M 3,377,286 +159,542 +5%
FCBT
17
First Citizens Bank & Trust
North Carolina
$352M 3,264,405 +2,863,210 +714%
UBS Group
18
UBS Group
Switzerland
$349M 3,236,467 -291,710 -8%
Wealthfront Advisers
19
Wealthfront Advisers
California
$311M 2,890,697 +2,242,851 +346%
TF
20
TIAA FSB
Florida
$303M 2,813,205 +224,040 +9%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$269M 2,513,354 +191,151 +8%
AssetMark Inc
22
AssetMark Inc
California
$206M 1,910,851 -66,506 -3%
Osaic Holdings
23
Osaic Holdings
Arizona
$171M 1,587,966 +104,970 +7%
Mariner
24
Mariner
Kansas
$136M 1,260,737 +8,905 +0.7%
Goldman Sachs
25
Goldman Sachs
New York
$134M 1,246,703 -143,927 -10%
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