MUB icon

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 %
Bank of America
1
Bank of America
North Carolina
$2.52B 23,608,728 +401,586 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.97B 18,518,502 +1,512,868 +9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.75B 16,385,340 -1,931,835 -11%
Betterment LLC
4
Betterment LLC
New York
$1.68B 15,773,012 +2,347,935 +17%
Creative Planning
5
Creative Planning
Kansas
$1.27B 11,904,088 +36,271 +0.3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.03B 9,668,387 -577,165 -6%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$1B 9,411,744 -406,438 -4%
Wealthfront Advisers
8
Wealthfront Advisers
California
$991M 9,301,268 +146,256 +2%
Wells Fargo
9
Wells Fargo
California
$965M 9,052,364 +289,573 +3%
Charles Schwab
10
Charles Schwab
California
$918M 8,611,790 +8,575,204 +23,438%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$778M 7,299,804 +1,014,348 +16%
LPL Financial
12
LPL Financial
California
$746M 6,997,325 +582,636 +9%
Morgan Stanley
13
Morgan Stanley
New York
$704M 6,607,492 -299,005 -4%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$650M 6,096,813 -434,540 -7%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$647M 6,085,414 +864,732 +17%
TIAA Trust, National Association
16
TIAA Trust, National Association
North Carolina
$544M 5,104,102 +834,982 +20%
US Bancorp
17
US Bancorp
Minnesota
$532M 4,995,607 -2,268,732 -31%
Fisher Asset Management
18
Fisher Asset Management
Washington
$504M 4,732,217 +348,335 +8%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$482M 4,527,324 -736,448 -14%
SEI Investments
20
SEI Investments
Pennsylvania
$449M 4,210,559 +529,000 +14%
OWM
21
Orgel Wealth Management
Wisconsin
$383M 3,592,504 -175,843 -5%
UBS Group
22
UBS Group
Switzerland
$296M 2,781,099 +105,467 +4%
RWP
23
RWA Wealth Partners
Massachusetts
$296M 2,779,349 +14,139 +0.5%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$290M 2,722,111 +242,676 +10%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$264M 2,480,341 +1,586,362 +177%
1
2 3 4 5