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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,364 hedge funds and large institutions have $32.7B invested in iShares National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 599 increasing their positions, 458 reducing their positions, and 95 closing their positions.

Holders
1,364
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.78%
Holding in Top 10
118
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-10.61%
% of All Funds
1.71%
New
111
Increased
599
Reduced
458
Closed
95
Calls
$186M
Puts
$237M
Net Calls
-$51M
Net Calls Change
-$132M

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$1.44B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$294M
3
Creative Planning
3
Creative Planning
Kansas
$1.28B
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$161M
5
Wells Fargo
5
Wells Fargo
California
$943M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$743M
2
Jane Street
2
Jane Street
New York
$299M
3
BlackRock
3
BlackRock
New York
$32.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
CC
5
Centiva Capital
New York
$35.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.5B 23,207,142 -923,966 -4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.97B 18,317,175 -561,371 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.83B 17,005,634 +715,070 +4%
Betterment LLC
4
Betterment LLC
New York
$1.44B 13,425,077 +3,662,109 +38%
Creative Planning
5
Creative Planning
Kansas
$1.28B 11,867,817 +1,190,172 +11%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.1B 10,245,552 -627,717 -6%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$1.06B 9,818,182 -998,375 -9%
Wealthfront Advisers
8
Wealthfront Advisers
California
$985M 9,155,012 -454,430 -5%
Wells Fargo
9
Wells Fargo
California
$943M 8,762,791 +784,394 +10%
CSIA
10
Charles Schwab Investment Advisory
California
$927M 8,618,722 -361,309 -4%
US Bancorp
11
US Bancorp
Minnesota
$782M 7,264,339 +186,369 +3%
Morgan Stanley
12
Morgan Stanley
New York
$743M 6,906,497 -7,921,775 -53%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$703M 6,531,353 +305,576 +5%
LPL Financial
14
LPL Financial
California
$690M 6,414,689 +597,886 +10%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$676M 6,285,456 +54,139 +0.9%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$566M 5,263,772 -648,190 -11%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$563M 5,220,682 +743,378 +17%
Fisher Asset Management
18
Fisher Asset Management
Washington
$472M 4,383,882 +337,353 +8%
TIAA Trust, National Association
19
TIAA Trust, National Association
North Carolina
$459M 4,269,120 +271,822 +7%
OWM
20
Orgel Wealth Management
Wisconsin
$405M 3,768,347 -59,088 -2%
SEI Investments
21
SEI Investments
Pennsylvania
$396M 3,681,559 +508,977 +16%
FCBT
22
First Citizens Bank & Trust
North Carolina
$309M 2,873,012 -664,063 -19%
Jane Street
23
Jane Street
New York
$299M 2,777,111 -2,373,181 -46%
RWP
24
RWA Wealth Partners
Massachusetts
$298M 2,765,210 +35,935 +1%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$294M 2,731,200 +1,433,400 +110%
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