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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,126 hedge funds and large institutions have $22.2B invested in iShares National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 451 increasing their positions, 447 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
Holders Change
-26
Holders Change %
-2.26%
% of All Funds
19.47%
Holding in Top 10
96
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.04%
% of All Funds
1.66%
New
101
Increased
451
Reduced
447
Closed
104
Calls
$6.23M
Puts
$30.1M
Net Calls
-$23.8M
Net Calls Change
+$23.6M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$978M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.76B
3
Bank of America
Bank of America
North Carolina
$1.83B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$707M
5
FWI
Facet Wealth Inc
Maryland
$82.6M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.95M
2
TF
TIAA FSB
Florida
$292M
3
Fisher Asset Management
Fisher Asset Management
Washington
$203M
4
Charles Schwab
Charles Schwab
California
$43.8M
5
Jane Street
Jane Street
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGA
476
Eagle Global Advisors
Texas
$1.8M -$66.7K -650 -4%
EWM
477
Endurance Wealth Management
Rhode Island
$1.79M -$20K -195 -1%
FWA
478
FSM Wealth Advisors
Ohio
$1.79M +$72.5K +707 +4%
LA
479
Lindenwold Advisors
Pennsylvania
$1.79M +$557K +5,425 +45%
WWM
480
Western Wealth Management
Colorado
$1.79M +$339K +3,310 +23%
FNWM
481
Financial Network Wealth Management
Utah
$1.78M +$51.1K +498 +3%
CPO
482
Cerity Partners OCIO
New York
$1.78M -$1.42M -13,859 -44%
WLIM
483
White Lighthouse Investment Management
Massachusetts
$1.77M -$259K -2,527 -13%
PFA
484
Pure Financial Advisors
California
$1.77M +$105K +1,026 +6%
SA
485
Sunesis Advisors
Kansas
$1.77M – – –
SCA
486
Stokes Capital Advisors
South Carolina
$1.77M -$131K -1,276 -7%
MCC
487
Money Concepts Capital
Florida
$1.76M +$524K +5,107 +42%
OC
488
Oppenheimer & Co
New York
$1.76M +$979K +9,542 +126%
DAS
489
Dynamic Advisor Solutions
Arizona
$1.74M +$840K +8,189 +93%
SFO
490
Stokes Family Office
Louisiana
$1.73M -$1.8M -17,529 -51%
CWA
491
Consilio Wealth Advisors
Washington
$1.72M -$61K -595 -3%
IA
492
IFG Advisory
Georgia
$1.72M +$909K +8,859 +112%
ST
493
Spinnaker Trust
Maine
$1.69M – – –
SFS
494
Sowell Financial Services
Arkansas
$1.66M +$1.66M +16,170 New
RPCA
495
Running Point Capital Advisors
California
$1.66M +$229K +2,231 +16%
SEIA
496
Signature Estate & Investment Advisors
California
$1.65M +$1.35M +13,175 +459%
BA
497
Bellwether Advisors
Nebraska
$1.63M – – –
AA
498
Auxano Advisors
Washington
$1.62M -$1.44M -14,000 -47%
FANJ
499
Financial Architects (New Jersey)
New Jersey
$1.62M +$1.62M +15,757 New
WCFA
500
Walkner Condon Financial Advisors
Wisconsin
$1.61M -$90.3K -880 -5%
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