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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
19.14%
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 %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.58B 24,163,230 +58,758 +0.2%
Bank of America
2
Bank of America
North Carolina
$2.23B 20,889,935 +295,898 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.12B 19,860,711 +2,019,517 +11%
Creative Planning
4
Creative Planning
Kansas
$1.18B 11,101,777 +1,106,336 +11%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.08B 10,152,113 -365,917 -3%
Betterment LLC
6
Betterment LLC
New York
$1.05B 9,844,940 +94,686 +1%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$827M 7,744,080 +125,588 +2%
Wells Fargo
8
Wells Fargo
California
$733M 6,865,748 -40,958 -0.6%
US Bancorp
9
US Bancorp
Minnesota
$718M 6,725,320 +452,149 +7%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$632M 5,920,551 +440,733 +8%
Morgan Stanley
11
Morgan Stanley
New York
$610M 5,713,063 +54,682 +1%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$584M 5,474,982 +379,948 +7%
CSIA
13
Charles Schwab Investment Advisory
California
$568M 5,320,587 +116,940 +2%
LPL Financial
14
LPL Financial
California
$519M 4,865,254 +519,235 +12%
SEI Investments
15
SEI Investments
Pennsylvania
$450M 4,220,206 +299,992 +8%
Fisher Asset Management
16
Fisher Asset Management
Washington
$386M 3,619,798 +242,512 +7%
FCBT
17
First Citizens Bank & Trust
North Carolina
$370M 3,463,656 +199,251 +6%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$355M 3,327,449 +814,095 +32%
TF
19
TIAA FSB
Florida
$334M 3,125,458 +312,253 +11%
UBS Group
20
UBS Group
Switzerland
$302M 2,827,940 -408,527 -13%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$249M 2,331,356 +87,942 +4%
AssetMark Inc
22
AssetMark Inc
California
$210M 1,966,566 +55,715 +3%
Osaic Holdings
23
Osaic Holdings
Arizona
$164M 1,535,820 -52,146 -3%
MML Investors Services
24
MML Investors Services
Massachusetts
$157M 1,472,266 +290,763 +25%
Mariner
25
Mariner
Kansas
$143M 1,342,270 +81,533 +6%
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