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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 %
KWM
476
Kingsview Wealth Management
Oregon
$1.6M +$151K +1,299 +10%
WFA
477
Wade Financial Advisory
California
$1.6M +$95.2K +820 +6%
DP
478
Denver PWM
Colorado
$1.58M +$4.53K +39 +0.3%
SSWM
479
Smith Salley Wealth Management
North Carolina
$1.57M – – –
BRWA
480
B. Riley Wealth Advisors
Florida
$1.57M -$1.4K -12 -0.1%
LSPW
481
Lake Street Private Wealth
Illinois
$1.57M -$4.65K -40 -0.3%
AWAG
482
ARS Wealth Advisors Group
Florida
$1.57M +$1.57M +13,481 New
CCP
483
Cardan Capital Partners
Colorado
$1.56M +$10.3K +89 +0.7%
CIM
484
Cambria Investment Management
California
$1.56M -$34.2K -294 -2%
HSA
485
HBK Sorce Advisory
Pennsylvania
$1.56M +$19.8K +170 +1%
AIC
486
Ameritas Investment Company
Nebraska
$1.55M +$962K +8,287 +164%
RCAG
487
Rehmann Capital Advisory Group
Michigan
$1.54M +$82.8K +713 +6%
IA
488
IFG Advisory
Georgia
$1.54M -$254K -2,188 -14%
BSB
489
Bangor Savings Bank
Maine
$1.53M – – –
PPWM
490
PFG Private Wealth Management
Florida
$1.52M – – –
ACM
491
Ascendant Capital Management
California
$1.51M -$1.39M -12,000 -48%
CCG
492
Chatham Capital Group
Georgia
$1.51M +$174K +1,500 +13%
MA
493
MUFG Americas
New York
$1.51M -$111K -959 -7%
AIA
494
Armor Investment Advisors
North Carolina
$1.5M -$245K -2,111 -14%
CFG
495
Cooper Financial Group
California
$1.5M +$8.71K +75 +0.6%
ASFA
496
All Season Financial Advisors
Colorado
$1.5M +$1.5M +12,892 New
TPWA
497
TRUE Private Wealth Advisors
Oregon
$1.49M +$41.6K +358 +3%
RC
498
Reik & Co
New York
$1.49M +$481K +4,142 +48%
BC
499
Brio Consultants
California
$1.49M +$817K +7,029 +122%
WA
500
Waverly Advisors
Alabama
$1.48M -$43.6K -375 -3%
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