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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,015 hedge funds and large institutions have $17.9B invested in iShares National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 498 increasing their positions, 289 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,015
Holders Change
-2
Holders Change %
-0.2%
% of All Funds
17.83%
Holding in Top 10
71
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.33%
% of All Funds
1.25%
New
62
Increased
498
Reduced
289
Closed
51
Calls
$5.25M
Puts
$6.04M
Net Calls
-$789K
Net Calls Change
+$3.25M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$190M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$94.4M
3
Wells Fargo
Wells Fargo
California
+$92.3M
4
Betterment LLC
Betterment LLC
New York
+$78.7M
5
LPL Financial
LPL Financial
California
+$73.8M

Top Sellers

1
WFS
Weitzel Financial Services
Iowa
-$691M
2
Jane Street
Jane Street
New York
-$369M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$55M
4
KFS
Kelly Financial Services
Massachusetts
-$42.4M
5
Barclays
Barclays
United Kingdom
-$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
426
Sunesis Advisors
Kansas
$2.01M – – –
MIM
427
MetLife Investment Management
New Jersey
$2M – – –
PA
428
Perennial Advisors
New York
$2M +$190K +1,636 +11%
MI
429
Moneywise Inc
Virginia
$1.99M -$333K -2,868 -14%
Lido Advisors
430
Lido Advisors
California
$1.98M +$536K +4,610 +37%
CFA
431
Cahill Financial Advisors
Minnesota
$1.98M +$100K +864 +5%
WA
432
Wealthstar Advisors
Texas
$1.96M +$214K +1,843 +12%
DSC
433
Duncker Streett & Co
Missouri
$1.94M -$351K -3,022 -15%
PJSIMP
434
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.94M -$629K -5,445 -24%
AA
435
Advisory Alpha
Michigan
$1.93M +$32.6K +281 +2%
ST
436
Spinnaker Trust
Maine
$1.92M – – –
JCM
437
Jacobi Capital Management
Pennsylvania
$1.9M +$59.8K +515 +3%
FHB
438
First Hawaiian Bank
Hawaii
$1.9M +$1.14M +9,838 +152%
FPW
439
Flagship Private Wealth
Massachusetts
$1.9M +$105K +903 +6%
WAOI
440
Wealth Advisors of Iowa
Iowa
$1.86M +$33.7K +290 +2%
PWA
441
Physician Wealth Advisors
Utah
$1.85M +$40.8K +352 +2%
BA
442
Bellwether Advisors
Nebraska
$1.84M – – –
MAFM
443
Mid Atlantic Financial Management
Pennsylvania
$1.83M -$130K -1,117 -7%
SMG
444
Smart Money Group
Texas
$1.81M +$667K +5,744 +58%
NL
445
NWAM LLC
Washington
$1.81M +$37.1K +319 +2%
4WM
446
4J Wealth Management
Virginia
$1.8M +$6.86K +59 +0.4%
BCA
447
Berman Capital Advisors
Georgia
$1.8M +$5.11K +44 +0.3%
FA
448
FC Advisory
Pennsylvania
$1.8M +$156K +1,342 +10%
IA
449
IFS Advisors
Kansas
$1.79M +$61.8K +532 +4%
WCA
450
Westover Capital Advisors
Delaware
$1.79M +$22.3K +192 +1%
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