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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,512 hedge funds and large institutions have $34.4B invested in iShares National Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 550 increasing their positions, 640 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,512
Holders Change
+28
Holders Change %
+1.89%
% of All Funds
20.28%
Holding in Top 10
105
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-10.26%
% of All Funds
1.41%
New
155
Increased
550
Reduced
640
Closed
98
Calls
$593M
Puts
$226M
Net Calls
+$368M
Net Calls Change
+$736M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.91B
2
Bank of America
Bank of America
North Carolina
$3.3B
3
Fisher Asset Management
Fisher Asset Management
Washington
$931M
4
US Bancorp
US Bancorp
Minnesota
$767M
5
LP
LMR Partners
United Kingdom
$185M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$5.79M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$453M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$20.4M
4
Wealthfront Advisers
Wealthfront Advisers
California
$564M
5
WA
Waterford Advisors
New York
$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.3B +$282M +2,701,582 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.13B +$93.1M +890,804 +5%
Betterment LLC
3
Betterment LLC
New York
$1.94B +$18.3M +175,531 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.91B +$554M +5,306,388 +41%
Creative Planning
5
Creative Planning
Kansas
$1.29B -$81.6M -781,159 -6%
LPL Financial
6
LPL Financial
California
$1.1B +$66.7M +638,545 +6%
Wells Fargo
7
Wells Fargo
California
$1.03B -$26.1M -250,023 -2%
Fisher Asset Management
8
Fisher Asset Management
Washington
$931M +$280M +2,679,139 +43%
Morgan Stanley
9
Morgan Stanley
New York
$887M -$37.7M -360,934 -4%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$787M +$38.6M +369,771 +5%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$772M -$20.5M -196,136 -3%
US Bancorp
12
US Bancorp
Minnesota
$767M +$196M +1,877,664 +34%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$759M -$117M -1,121,484 -13%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$653M -$57.6M -551,096 -8%
Wealthfront Advisers
15
Wealthfront Advisers
California
$564M -$138M -1,316,517 -20%
TIAA Trust, National Association
16
TIAA Trust, National Association
North Carolina
$550M +$19.9M +190,861 +4%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$510M +$58.1M +555,736 +13%
SEI Investments
18
SEI Investments
Pennsylvania
$475M -$104M -991,645 -18%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$453M -$542M -5,187,446 -54%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$320M -$5.4M -51,676 -2%
AC
21
Allstate Corporation
Illinois
$318M +$3.1M +29,685 +1%
FCBT
22
First Citizens Bank & Trust
North Carolina
$292M +$7.13M +68,205 +3%
AssetMark Inc
23
AssetMark Inc
California
$291M +$2.7M +25,848 +0.9%
OWM
24
Orgel Wealth Management
Wisconsin
$266M -$88.3M -845,600 -25%
UBS Group
25
UBS Group
Switzerland
$264M -$4.63M -44,314 -2%
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