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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,388 hedge funds and large institutions have $34.6B invested in iShares National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 645 increasing their positions, 427 reducing their positions, and 58 closing their positions.

Holders
1,388
Holders Change
+52
Holders Change %
+3.89%
% of All Funds
20.08%
Holding in Top 10
109
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.84%
% of All Funds
1.58%
New
124
Increased
645
Reduced
427
Closed
58
Calls
$55M
Puts
$46.3M
Net Calls
+$8.65M
Net Calls Change
+$189M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.78B
2
US Bancorp
2
US Bancorp
Minnesota
$745M
3
Morgan Stanley
3
Morgan Stanley
New York
$850M
4
Betterment LLC
4
Betterment LLC
New York
$1.83B
5
FWI
5
Facet Wealth Inc
Maryland
$156M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$1.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.54B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$216M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$10.4M
5
SP
5
Symmetry Partners
Connecticut
$7.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.78B 25,583,647 +1,974,919 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.09B 19,219,598 +701,096 +4%
Betterment LLC
3
Betterment LLC
New York
$1.83B 16,886,596 +1,113,584 +7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.54B 14,213,125 -2,172,215 -13%
Creative Planning
5
Creative Planning
Kansas
$1.37B 12,627,580 +723,492 +6%
Wealthfront Advisers
6
Wealthfront Advisers
California
$1.06B 9,740,431 +439,163 +5%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$1.05B 9,698,212 +286,468 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.01B 9,313,573 -354,814 -4%
Wells Fargo
9
Wells Fargo
California
$977M 8,998,054 -54,310 -0.6%
Charles Schwab
10
Charles Schwab
California
$897M 8,257,563 -354,227 -4%
Morgan Stanley
11
Morgan Stanley
New York
$850M 7,822,585 +1,215,093 +18%
LPL Financial
12
LPL Financial
California
$824M 7,582,923 +585,598 +8%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$800M 7,366,762 +66,958 +0.9%
US Bancorp
14
US Bancorp
Minnesota
$745M 6,855,514 +1,859,907 +37%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$700M 6,442,036 +356,622 +6%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$686M 6,312,287 +215,474 +4%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$576M 5,302,500 +775,176 +17%
Fisher Asset Management
18
Fisher Asset Management
Washington
$573M 5,274,915 +542,698 +11%
TIAA Trust, National Association
19
TIAA Trust, National Association
North Carolina
$540M 4,969,419 -134,683 -3%
SEI Investments
20
SEI Investments
Pennsylvania
$525M 4,830,722 +620,163 +15%
OWM
21
Orgel Wealth Management
Wisconsin
$399M 3,672,755 +80,251 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$311M 2,861,041 +138,930 +5%
RWP
23
RWA Wealth Partners
Massachusetts
$303M 2,793,875 +14,526 +0.5%
UBS Group
24
UBS Group
Switzerland
$299M 2,753,810 -27,289 -1%
FCBT
25
First Citizens Bank & Trust
North Carolina
$290M 2,665,256 +223,031 +9%
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