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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 %
BWM
476
BCGM Wealth Management
Indiana
$1.88M +$394K +3,631 +26%
EWM
477
Endurance Wealth Management
Rhode Island
$1.88M -$48.9K -460 -3%
KWM
478
Kingsview Wealth Management
Oregon
$1.87M +$270K +2,542 +17%
EFS
479
Econ Financial Services
Pennsylvania
$1.86M -$100K -940 -5%
CWA
480
Consilio Wealth Advisors
Washington
$1.85M +$161K +1,517 +10%
CWA
481
Choice Wealth Advisors
Maine
$1.85M +$1.85M +17,400 New
SA
482
Sunesis Advisors
Kansas
$1.84M – – –
IWP
483
Insight Wealth Partners
Texas
$1.83M -$171K -1,609 -9%
TWM
484
Trinity Wealth Management
Pennsylvania
$1.82M +$1.59M +14,956 +684%
WSTAM
485
Wilbanks Smith & Thomas Asset Management
Virginia
$1.82M -$362K -3,399 -17%
FWA
486
FSM Wealth Advisors
Ohio
$1.81M +$1.81M +16,722 New
NGA
487
Naples Global Advisors
Florida
$1.8M -$532K -5,005 -23%
PTC
488
Private Trust Company
Ohio
$1.8M +$1.8M +16,897 New
FNWM
489
Financial Network Wealth Management
Utah
$1.8M +$939K +8,830 +110%
FTS
490
Fifth Third Securities
Ohio
$1.79M +$1.79M +16,844 New
KCM
491
Kanawha Capital Management
Virginia
$1.78M -$607K -5,709 -25%
GA
492
Greenspring Advisors
Maryland
$1.78M +$1.22M +11,494 +219%
TWA
493
TPB Wealth Advisors
Texas
$1.78M -$179K -1,685 -9%
CW
494
CreativeOne Wealth
Kansas
$1.77M +$605K +5,688 +52%
WCFA
495
Walkner Condon Financial Advisors
Wisconsin
$1.77M +$6.49K +61 +0.4%
CFC
496
Client First Capital
California
$1.76M +$234K +2,198 +15%
ST
497
Spinnaker Trust
Maine
$1.76M – – –
PFA
498
Pure Financial Advisors
California
$1.73M +$1.73M +16,245 New
PA
499
Perennial Advisors
New York
$1.73M -$159K -1,494 -8%
RCAG
500
Rehmann Capital Advisory Group
Michigan
$1.7M -$2.07M -19,502 -55%
18 19
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