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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 %
PA
501
PFG Advisors
Arizona
$1.47M +$249K +2,145 +20%
CAG
502
Csenge Advisory Group
Florida
$1.47M +$80.7K +696 +6%
SFS
503
Sowell Financial Services
Arkansas
$1.47M +$128K +1,098 +10%
AWM
504
Altium Wealth Management
New York
$1.46M +$612K +5,266 +72%
TW
505
TrinityPoint Wealth
Connecticut
$1.45M -$80.9K -696 -5%
BB
506
Berkshire Bank
Massachusetts
$1.44M – – –
DAS
507
Dynamic Advisor Solutions
Arizona
$1.43M -$572K -4,922 -29%
HIC
508
Holderness Investments Company
North Carolina
$1.41M +$238K +2,047 +20%
ARG
509
Advisory Resource Group
Oklahoma
$1.41M +$206K +1,778 +17%
PA
510
Procyon Advisors
Connecticut
$1.39M +$79.8K +687 +6%
PGFC
511
Peapack-Gladstone Financial Corp
New Jersey
$1.38M – – –
TPCW
512
TD Private Client Wealth
New York
$1.36M +$2.9K +25 +0.2%
JFGLC
513
Johnson Financial Group LLC (Colorado)
Colorado
$1.35M – – –
APW
514
Acima Private Wealth
Virginia
$1.35M +$370K +3,185 +38%
AWS
515
AJ Wealth Strategies
New York
$1.34M +$964K +8,300 +255%
RWB
516
RMR Wealth Builders
New Jersey
$1.34M +$125K +1,078 +10%
MPPLM
517
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.33M +$66.8K +575 +5%
BDFN
518
Bond & Devick Financial Network
Minnesota
$1.32M +$178K +1,534 +16%
CGFA
519
Colton Groome Financial Advisors
North Carolina
$1.32M +$944K +8,125 +254%
GFP
520
Gryphon Financial Partners
Ohio
$1.31M -$66.8K -575 -5%
UWM
521
USAdvisors Wealth Management
Minnesota
$1.31M +$53.1K +457 +4%
FPGK
522
Financial Partners Group (Kansas)
Kansas
$1.3M -$45.9K -395 -3%
AF
523
Advisornet Financial
Minnesota
$1.3M +$157K +1,352 +14%
JWS
524
Juncture Wealth Strategies
Arizona
$1.29M +$8.83K +76 +0.7%
BL
525
Balentine LLC
Georgia
$1.29M -$1.03M -8,873 -44%
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