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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,152 hedge funds and large institutions have $23.5B invested in iShares National Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 407 increasing their positions, 488 reducing their positions, and 122 closing their positions.

Holders
1,152
Holders Change
-6
Holders Change %
-0.52%
% of All Funds
19.48%
Holding in Top 10
98
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.11%
% of All Funds
1.66%
New
128
Increased
407
Reduced
488
Closed
122
Calls
$5.42M
Puts
$52.9M
Net Calls
-$47.4M
Net Calls Change
-$37M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.51B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.25B
3
CSIA
3
Charles Schwab Investment Advisory
California
$457M
4
TF
4
TIAA FSB
Florida
$666M
5
Charles Schwab
5
Charles Schwab
California
$340M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$63.7M
2
CC
2
Centiva Capital
New York
$0
3
ACA
3
Ackerman Capital Advisors
Texas
$0
4
Betterment LLC
4
Betterment LLC
New York
$746M
5
OWM
5
Orgel Wealth Management
Wisconsin
$571K
Name Market Value Shares Shares
Change 		Shares
Change %
FFS
251
Founders Financial Securities
Maryland
$6.96M 65,393 +50,944 +353%
HI
252
Horizon Investments
North Carolina
$6.92M 65,253 +51,047 +359%
WP
253
WealthShield Partners
North Carolina
$6.88M 64,690 -574 -0.9%
TIM
254
Tortoise Investment Management
New York
$6.84M 64,311 +6,648 +12%
SC
255
Slow Capital
California
$6.5M 61,125 -5,974 -9%
SFMG
256
Sage Financial Management Group
Virginia
$6.41M 60,283 +60,283 New
AWA
257
Aquire Wealth Advisors
Utah
$6.37M 59,930 +577 +1%
FBB
258
Fulton Breakefield Broenniman
Maryland
$6.34M 59,592 -366 -0.6%
LRIA
259
Leonard Rickey Investment Advisors
Washington
$6.32M 59,417 -2,477 -4%
RA
260
RFG Advisory
Alabama
$6.12M 56,762 +19,809 +54%
PP
261
PDS Planning
Ohio
$6.12M 57,524 -23,234 -29%
NC
262
NewSquare Capital
Pennsylvania
$6.12M 57,513 -1,770 -3%
PCM
263
Passive Capital Management
Maryland
$6.02M 56,564 +219 +0.4%
CFGS
264
Concourse Financial Group Securities
Alabama
$5.99M 68,189 -6,895 -9%
AI
265
Atria Investments
North Carolina
$5.99M 56,343 -37,008 -40%
ZF
266
Zhang Financial
Michigan
$5.9M 55,513 +18,941 +52%
PO
267
Private Ocean
California
$5.88M 55,288 +55,288 New
GW
268
GW & Wade
Massachusetts
$5.82M 54,717 +47,703 +680%
OAP
269
One Advisory Partners
Kansas
$5.77M 54,273 -11,399 -17%
CIM
270
Confluence Investment Management
Missouri
$5.74M 53,922 +10,019 +23%
SPF
271
Steven Patrick Farmer
$5.74M 53,922 +53,922 New
IMA
272
Investment Management Associates
Colorado
$5.71M 52,589 – –
SWRP
273
Summit Wealth & Retirement Planning
California
$5.7M 53,546 -2,662 -5%
ML
274
McAdam LLC
Pennsylvania
$5.64M 53,003 -9,186 -15%
T
275
TNF
Montana
$5.61M 51,933 +1,410 +3%
9 10
11
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