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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 %
JG
451
Jefferies Group
New York
$2.13M – – –
TI
452
Truepoint Inc
Ohio
$2.12M +$540K +5,078 +34%
LWAC
453
Laurel Wealth Advisors (California)
California
$2.12M +$2.12M +19,933 New
DIA
454
Dean Investment Associates
Ohio
$2.12M -$17.1K -161 -0.8%
WLIM
455
White Lighthouse Investment Management
Massachusetts
$2.11M -$365K -3,432 -15%
LWANC
456
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.08M -$1.32M -12,444 -39%
BA
457
Bivin & Associates
Oklahoma
$2.07M -$1.12M -10,553 -35%
PA
458
Pinnacle Associates
New York
$2.06M +$73.4K +690 +4%
LPP
459
Life Planning Partners
Florida
$2.05M -$34.1K -321 -2%
SWA
460
Safir Wealth Advisors
New Hampshire
$2.05M -$416K -3,911 -17%
IWM
461
IHT Wealth Management
Illinois
$2.03M -$305K -2,872 -13%
VT
462
Vise Technologies
New York
$2.02M +$1.34M +12,551 +194%
PIA
463
Powell Investment Advisors
Florida
$2.02M +$2.02M +18,964 New
MW
464
MBL Wealth
North Carolina
$2.01M +$1.68M +15,795 +510%
KL
465
KWMG LLC
Kansas
$1.99M -$283K -2,657 -12%
EWP
466
Engrave Wealth Partners
Texas
$1.98M +$525K +4,939 +36%
Lido Advisors
467
Lido Advisors
California
$1.98M +$243K +2,283 +14%
WA
468
Waverly Advisors
Alabama
$1.97M +$143K +1,349 +8%
RTC
469
Riverview Trust Company
Washington
$1.97M – – –
SCA
470
Stokes Capital Advisors
South Carolina
$1.97M +$332K +3,125 +20%
RWA
471
Rainsberger Wealth Advisors
Colorado
$1.96M +$15.9K +149 +0.8%
EGA
472
Eagle Global Advisors
Texas
$1.94M -$1.12M -10,540 -37%
FAT
473
First American Trust
California
$1.92M +$665K +6,254 +53%
SC
474
Savant Capital
Illinois
$1.91M -$1.19M -11,197 -38%
WS
475
Wedbush Securities
California
$1.89M -$2.56M -24,046 -58%
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