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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,202 hedge funds and large institutions have $28.1B invested in iShares National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 472 increasing their positions, 408 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,202
Holders Change
+76
Holders Change %
+6.75%
% of All Funds
19.39%
Holding in Top 10
124
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+29.17%
% of All Funds
2%
New
222
Increased
472
Reduced
408
Closed
124
Calls
$8.71M
Puts
$11.7M
Net Calls
-$3.02M
Net Calls Change
+$20.8M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$1.56B
2
Bank of America
Bank of America
North Carolina
$2.5B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.13B
4
US Bancorp
US Bancorp
Minnesota
$604M
5
Betterment LLC
Betterment LLC
New York
$1.02B

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$549M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$874M
3
SEI Investments
SEI Investments
Pennsylvania
$381M
4
AC
Allstate Corporation
Illinois
$63.7M
5
Lazard Asset Management
Lazard Asset Management
New York
$8.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
451
Alhambra Investment Management
Florida
$3.02M +$1.77M +16,792 +142%
FWA
452
FSM Wealth Advisors
Ohio
$3.01M +$1.17M +11,083 +64%
MWP
453
Madison Wealth Partners
Wisconsin
$3.01M +$552K +5,228 +22%
PPW
454
Presilium Private Wealth
Pennsylvania
$2.96M +$2.96M +28,026 New
PIFP
455
Partners in Financial Planning
Virginia
$2.93M +$2.93M +27,669 New
Renaissance Technologies
456
Renaissance Technologies
New York
$2.92M +$2.92M +27,700 New
WIC
457
Whitegate Investment Counselors
New Hampshire
$2.92M -$1.01M -9,590 -26%
LPAM
458
Lodestar Private Asset Management
California
$2.92M +$2.92M +27,656 New
TCM
459
Traynor Capital Management
Pennsylvania
$2.88M -$508K -4,813 -15%
HI
460
Hudock Inc
Pennsylvania
$2.88M -$941K -8,922 -25%
BCP
461
Blue Chip Partners
Michigan
$2.88M +$2.42M +22,895 +523%
TAM
462
Tocqueville Asset Management
New York
$2.87M +$64.9K +615 +2%
KWS
463
Keystone Wealth Services
California
$2.87M -$200K -1,896 -7%
AWC
464
Abundance Wealth Counselors
Pennsylvania
$2.87M +$2.87M +27,190 New
BWM
465
BCGM Wealth Management
Indiana
$2.85M +$719K +6,812 +34%
FLA
466
Financial Life Advisors
Texas
$2.85M +$2.85M +27,025 New
IWS
467
Insight Wealth Strategies
California
$2.83M +$50.5K +479 +2%
GKIM
468
GW&K Investment Management
Massachusetts
$2.82M +$2.82M +26,750 New
IAN
469
Integrated Advisors Network
Texas
$2.82M -$14.7M -139,264 -84%
Calamos Advisors
470
Calamos Advisors
Illinois
$2.81M +$2.81M +26,608 New
FIB
471
First Interstate Bank
Montana
$2.8M +$2.16M +20,505 +338%
RPGK
472
Retirement Planning Group (Kansas)
Kansas
$2.78M +$1.25M +11,867 +82%
SW
473
SteelPeak Wealth
California
$2.76M -$183K -1,737 -6%
AF
474
Advisornet Financial
Minnesota
$2.75M +$65.3K +619 +2%
PB
475
Pinnacle Bancorp
Nebraska
$2.74M +$2.41M +22,858 +730%
17 18
19
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