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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,216 hedge funds and large institutions have $30.2B invested in iShares National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 518 increasing their positions, 430 reducing their positions, and 84 closing their positions.

Holders
1,216
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
19.39%
Holding in Top 10
114
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.87%
% of All Funds
1.82%
New
101
Increased
518
Reduced
430
Closed
84
Calls
$21.8M
Puts
$3.09M
Net Calls
+$18.7M
Net Calls Change
+$20.5M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.27B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$884M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$578M
4
CSIA
4
Charles Schwab Investment Advisory
California
$980M
5
CC
5
Centiva Capital
New York
$248M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.55B
2
Barclays
2
Barclays
United Kingdom
$0
3
SEI Investments
3
SEI Investments
Pennsylvania
$394M
4
Franklin Resources
4
Franklin Resources
California
$11.6M
5
PFO
5
Pathstone Family Office
New Jersey
$8.49M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.51B 24,479,229 +315,999 +1%
Bank of America
2
Bank of America
North Carolina
$2.3B 22,451,861 +1,561,926 +7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.55B 15,145,735 -4,714,976 -24%
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$1.27B 12,398,614 +12,398,614 New
Creative Planning
5
Creative Planning
Kansas
$1.2B 11,686,881 +585,104 +5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.06B 10,354,933 +202,820 +2%
Betterment LLC
7
Betterment LLC
New York
$1.05B 10,261,126 +416,186 +4%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$1.01B 9,850,090 +2,106,010 +27%
CSIA
9
Charles Schwab Investment Advisory
California
$980M 9,555,324 +4,234,737 +80%
Wealthfront Advisers
10
Wealthfront Advisers
California
$884M 8,621,111 +7,569,304 +720%
Wells Fargo
11
Wells Fargo
California
$765M 7,460,859 +595,111 +9%
US Bancorp
12
US Bancorp
Minnesota
$733M 7,144,829 +419,509 +6%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$617M 6,019,371 +98,820 +2%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$612M 5,965,804 +490,822 +9%
Morgan Stanley
15
Morgan Stanley
New York
$592M 5,773,177 +60,114 +1%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$578M 5,634,877 +5,634,877 New
LPL Financial
17
LPL Financial
California
$529M 5,159,867 +294,613 +6%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$418M 4,071,617 +744,168 +22%
Fisher Asset Management
19
Fisher Asset Management
Washington
$397M 3,872,918 +253,120 +7%
SEI Investments
20
SEI Investments
Pennsylvania
$394M 3,847,141 -373,065 -9%
FCBT
21
First Citizens Bank & Trust
North Carolina
$371M 3,614,413 +150,757 +4%
AC
22
Allstate Corporation
Illinois
$324M 3,160,306 +1,941,725 +159%
UBS Group
23
UBS Group
Switzerland
$286M 2,791,159 -36,781 -1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$257M 2,504,825 +173,469 +7%
CC
25
Centiva Capital
New York
$248M 2,420,000 +2,420,000 New
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