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

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$63.7M
2
CC
Centiva Capital
New York
$0
3
ACA
Ackerman Capital Advisors
Texas
$0
4
Betterment LLC
Betterment LLC
New York
$746M
5
OWM
Orgel Wealth Management
Wisconsin
$571K
Name Holding Trade Value Shares
Change 		Shares
Change %
DBT
426
Dubuque Bank & Trust
Iowa
$2.47M +$2.2M +20,700 +828%
CCMD
427
Cypress Capital Management (Delaware)
Delaware
$2.44M -$649K -6,100 -21%
RMC
428
Regis Management Company
California
$2.4M -$957K -8,997 -28%
OA
429
Operose Advisors
Wisconsin
$2.38M -$233K -2,186 -9%
BFA
430
Beaumont Financial Advisors
Massachusetts
$2.36M -$7.29M -68,542 -76%
FFA
431
Fi3 Financial Advisors
Indiana
$2.36M +$2.36M +22,026 New
DWM
432
Dakota Wealth Management
Florida
$2.36M -$486K -4,566 -17%
WJA
433
Willis Johnson & Associates
Texas
$2.34M -$299K -2,807 -11%
TCA
434
Transcend Capital Advisors
New Jersey
$2.34M -$549K -5,164 -19%
DC
435
Davenport & Co
Virginia
$2.32M -$131K -1,235 -5%
AWM
436
Abound Wealth Management
Tennessee
$2.3M +$1.01M +9,514 +79%
MWM
437
Merriman Wealth Management
Washington
$2.3M +$1.88M +17,664 +448%
APA
438
American Portfolios Advisors
New York
$2.29M -$67.2K -632 -3%
HWIS
439
Hancock Whitney Investment Services
Louisiana
$2.28M -$11.9K -112 -0.5%
FHB
440
First Hawaiian Bank
Hawaii
$2.27M +$371K +3,486 +20%
SWA
441
Strategies Wealth Advisors
Michigan
$2.25M +$1.99M +18,682 +757%
WA
442
Wealth Alliance
New York
$2.24M -$275K -2,588 -11%
HWMA
443
Heritage Wealth Management (Arizona)
Arizona
$2.23M +$121K +1,137 +6%
NAS
444
Nicolet Advisory Services
Wisconsin
$2.22M +$1.91M +17,871 +607%
EWA
445
ERTS Wealth Advisors
Michigan
$2.2M -$843K -7,930 -28%
PTC
446
Philadelphia Trust Company
Pennsylvania
$2.19M +$90.9K +855 +4%
Citadel Advisors
447
Citadel Advisors
Florida
$2.18M -$1.76M -16,592 -45%
AF
448
Advisornet Financial
Minnesota
$2.16M +$224K +2,102 +12%
WA
449
Wealthstar Advisors
Texas
$2.16M -$1.38K -13 -0.1%
OAM
450
Occidental Asset Management
California
$2.15M -$341K -3,207 -14%
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