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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,202 hedge funds and large institutions have $28.1B invested in iShares National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 472 increasing their positions, 408 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,202
Holders Change
+76
Holders Change %
+6.75%
% of All Funds
19.39%
Holding in Top 10
124
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+29.17%
% of All Funds
2%
New
222
Increased
472
Reduced
408
Closed
124
Calls
$8.71M
Puts
$11.7M
Net Calls
-$3.02M
Net Calls Change
+$20.8M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.56B
2
Bank of America
2
Bank of America
North Carolina
$2.5B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.13B
4
US Bancorp
4
US Bancorp
Minnesota
$604M
5
Betterment LLC
5
Betterment LLC
New York
$1.02B

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$549M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$874M
3
SEI Investments
3
SEI Investments
Pennsylvania
$381M
4
AC
4
Allstate Corporation
Illinois
$63.7M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$8.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
351
Valmark Advisers
Ohio
$4.75M +$1.25M +11,843 +36%
NW
352
NewEdge Wealth
Pennsylvania
$4.73M +$321K +3,046 +7%
CFS
353
Cannon Financial Strategists
Georgia
$4.68M +$1.67M +15,821 +55%
RWA
354
Redhawk Wealth Advisors
Minnesota
$4.67M +$105K +992 +2%
DJSG
355
D.J. St. Germain
Massachusetts
$4.64M +$4.64M +110,085 New
Northern Trust
356
Northern Trust
Illinois
$4.61M -$3.22M -30,552 -41%
CFP
357
Catalyst Financial Partners
Massachusetts
$4.59M +$4.59M +43,511 New
MFG
358
MidWestOne Financial Group
Iowa
$4.58M -$412K -3,908 -8%
CTB
359
Country Trust Bank
Illinois
$4.56M – – –
NAS
360
Nicolet Advisory Services
Wisconsin
$4.51M +$1.74M +16,249 +63%
BC
361
Brio Consultants
California
$4.42M +$776K +7,350 +21%
WT
362
Whittier Trust
California
$4.41M +$628K +5,956 +17%
GA
363
Greenspring Advisors
Maryland
$4.4M +$2.19M +20,724 +99%
BWAM
364
Boyd Watterson Asset Management
Ohio
$4.4M +$4.4M +41,665 New
ClearBridge Investments
365
ClearBridge Investments
New York
$4.3M -$19.2K -182 -0.4%
PAMG
366
Patton Albertson Miller Group
Tennessee
$4.27M +$3.03M +28,723 +245%
AT
367
Arden Trust
Delaware
$4.24M – – –
BF
368
BOK Financial
Oklahoma
$4.23M +$3.99M +37,781 +1,630%
GGS
369
Galvin Gaustad & Stein
Arizona
$4.19M +$810K +7,678 +24%
BOTW
370
Bank of the West
California
$4.18M +$2.88M +27,305 +222%
SFS
371
Sowell Financial Services
Arkansas
$4.17M +$2.46M +23,346 +144%
TWM
372
Trinity Wealth Management
Pennsylvania
$4.16M +$2.11M +20,018 +103%
AWMG
373
Alliance Wealth Management Group
New Jersey
$4.14M +$695K +6,588 +20%
MA
374
Mutual Advisors
Nebraska
$4.14M +$578K +5,482 +16%
CAWM
375
Capital Advisors Wealth Management
Washington
$4.11M -$106K -1,007 -3%
13 14
15
16 17