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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.

New
Increased
Maintained
Reduced
Closed
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 %
WIC
401
Whitegate Investment Counselors
New Hampshire
$2.76M +$2.76M +25,910 New
GGS
402
Galvin Gaustad & Stein
Arizona
$2.74M -$753K -7,076 -22%
PCWA
403
Pacific Capital Wealth Advisors
California
$2.73M – – –
AWM
404
Axxcess Wealth Management
California
$2.72M +$433K +4,069 +19%
CT
405
Columbia Trust
Oregon
$2.72M -$74.5K -700 -3%
GWM
406
Grand Wealth Management
Michigan
$2.69M +$1.3M +12,218 +93%
JBA
407
Johnson Bixby & Associates
Washington
$2.68M +$1.22M +11,461 +83%
BFO
408
Biltmore Family Office
North Carolina
$2.68M -$122K -1,143 -4%
MWP
409
Madison Wealth Partners
Wisconsin
$2.67M -$3.12M -29,354 -54%
RFP
410
Roth Financial Partners
Texas
$2.66M +$2.66M +25,056 New
CIA
411
Capital Investment Advisors
Georgia
$2.66M -$99.1K -932 -4%
HCM
412
Hengehold Capital Management
Ohio
$2.65M -$44.6M -419,704 -94%
LBC
413
Lowe Brockenbrough & Co
Virginia
$2.64M – – –
CWP
414
Concord Wealth Partners
Virginia
$2.62M -$216K -2,033 -8%
TCM
415
Twele Capital Management
Minnesota
$2.62M +$237K +2,230 +10%
WF
416
Williams Financial
Vermont
$2.62M -$15.2M -142,922 -85%
SW
417
SVB Wealth
Massachusetts
$2.61M +$2.31M +21,763 +781%
FPS
418
Fieldpoint Private Securities
Connecticut
$2.6M -$59.6K -560 -2%
JWCA
419
J.W. Cole Advisors
Florida
$2.59M -$2.43M -22,878 -48%
MA
420
Mutual Advisors
Nebraska
$2.57M -$548K -5,154 -18%
CWA
421
Canvas Wealth Advisors
Kansas
$2.56M -$738K -6,940 -22%
FAM
422
Forte Asset Management
New York
$2.56M +$2.56M +24,020 New
OPWM
423
Oakwell Private Wealth Management
Texas
$2.55M -$435K -4,091 -15%
FAIM
424
Financial Advocates Investment Management
Washington
$2.55M -$686K -6,449 -21%
SWA
425
Stratos Wealth Advisors
Ohio
$2.51M -$1.86M -17,465 -43%
15 16
17
18 19