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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 %
FANJ
476
Financial Architects (New Jersey)
New Jersey
$2.74M +$1.08M +10,224 +65%
BWP
477
BSW Wealth Partners
Colorado
$2.73M +$2.73M +25,897 New
SWA
478
Stratos Wealth Advisors
Ohio
$2.72M -$512K -4,856 -16%
FWM
479
Fairhaven Wealth Management
Illinois
$2.71M +$2.36M +22,405 +687%
RCAG
480
Rehmann Capital Advisory Group
Michigan
$2.71M +$42.9K +407 +2%
MWM
481
Mission Wealth Management
California
$2.7M -$950K -8,999 -26%
PP
482
Prosperity Planning
Missouri
$2.7M -$2.27M – –
AWM
483
Axxcess Wealth Management
California
$2.67M -$1.04M -9,874 -28%
TFG
484
Tilson Financial Group
New Jersey
$2.65M +$2.65M +25,103 New
HW
485
Hamilton Wealth
California
$2.64M +$1.61M +15,275 +157%
TCM
486
Twele Capital Management
Minnesota
$2.63M +$553K +5,238 +27%
WAL
487
W Advisors LLC
Tennessee
$2.63M +$146K +1,379 +6%
APW
488
Acima Private Wealth
Virginia
$2.61M -$993K -9,406 -28%
PFA
489
Pure Financial Advisors
California
$2.6M +$779K +7,386 +43%
FNBOSM
490
First National Bank of South Miami
Florida
$2.57M -$145K -1,376 -5%
HSG
491
Helen Stephens Group
Texas
$2.55M -$2.82M -26,768 -53%
PCWA
492
Pacific Capital Wealth Advisors
California
$2.54M -$181K -1,711 -7%
WFPG
493
Waller Financial Planning Group
Ohio
$2.54M -$312K -2,954 -11%
QAM
494
Q3 Asset Management
Michigan
$2.51M -$246K -2,331 -9%
EWMCB
495
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.51M -$497K -4,709 -17%
PWM
496
Paulson Wealth Management
Illinois
$2.5M +$623K +5,907 +33%
GL
497
Graypoint LLC
New York
$2.49M -$2.93M -27,761 -54%
IWP
498
Insight Wealth Partners
Texas
$2.46M +$296K +2,809 +14%
PAG
499
Private Advisor Group
New Jersey
$2.45M -$646K -32,122 -21%
BFG
500
Baron Financial Group
New Jersey
$2.45M -$1.37M -13,006 -36%
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