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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 Holding Trade Value Shares
Change 		Shares
Change %
CWS
376
Cypress Wealth Services
California
$3.17M -$432K -4,064 -12%
AA
377
Auxano Advisors
Washington
$3.17M – – –
SFG
378
Sowa Financial Group
Rhode Island
$3.17M -$254K -2,387 -7%
USAA
379
United Services Automobile Association
Texas
$3.16M -$49.8K -468 -2%
NA
380
NewEdge Advisors
Louisiana
$3.15M -$2.33M -21,911 -42%
PFM
381
Parsec Financial Management
North Carolina
$3.14M +$2.43M +22,877 +347%
AWA
382
Aletheian Wealth Advisors
Washington
$3.09M -$1.28M -12,032 -29%
SIA
383
Schechter Investment Advisors
Michigan
$3.08M -$820K -7,710 -21%
RJT
384
Raymond James Trust
Florida
$3.06M +$561K +5,276 +22%
SWM
385
Spire Wealth Management
Virginia
$3.02M -$2.01M -18,892 -40%
BF
386
Brooklyn FI
New York
$3.01M -$1.57M -862 -34%
SCG
387
Sonata Capital Group
Washington
$2.99M -$957K -8,995 -24%
AP
388
Advisor Partners
California
$2.99M +$114K +1,069 +4%
EWMCB
389
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.99M +$126K +1,188 +4%
AWM
390
Apollon Wealth Management
South Carolina
$2.96M -$3.1M -29,098 -51%
CWM
391
Cornerstone Wealth Management
Missouri
$2.94M -$1.1M -10,371 -27%
NPP
392
New Potomac Partners
Maryland
$2.94M +$2.94M +27,615 New
MFG
393
MidWestOne Financial Group
Iowa
$2.93M +$106 +1 +0%
PP
394
Prosperity Planning
Missouri
$2.86M -$2.97M -25,551 Closed
MGI
395
MayTech Global Investments
New York
$2.85M – – –
EFG
396
Everhart Financial Group
Ohio
$2.84M +$1.52M +14,266 +115%
TAM
397
Tocqueville Asset Management
New York
$2.83M -$479K -4,500 -14%
FNBOSM
398
First National Bank of South Miami
Florida
$2.81M -$44.7K -420 -2%
IWS
399
Insight Wealth Strategies
California
$2.81M +$41.2K +387 +1%
VWA
400
Visionary Wealth Advisors
Illinois
$2.78M -$2.3M -21,656 -45%
14 15
16
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