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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 %
FNT
501
First National Trust
Pennsylvania
$1.69M +$722K +6,786 +74%
BA
502
Bellwether Advisors
Nebraska
$1.69M – – –
NL
503
NWAM LLC
Washington
$1.68M -$277K -2,589 -14%
ARC
504
Advisor Resource Council
Texas
$1.68M +$1.68M +15,758 New
AF
505
Apexium Financial
Texas
$1.67M +$1.67M +15,719 New
SWM
506
SigFig Wealth Management
California
$1.65M +$307K +3,115 +23%
AC
507
Anson Capital
Georgia
$1.65M +$153K +1,440 +10%
DSC
508
Duncker Streett & Co
Missouri
$1.64M – – –
ACS
509
Archford Capital Strategies
Illinois
$1.61M +$86.6K +814 +6%
PPWM
510
PFG Private Wealth Management
Florida
$1.58M -$31K -291 -2%
IA
511
IFG Advisors
Missouri
$1.58M -$526K -4,942 -25%
CA
512
Continuum Advisory
Idaho
$1.58M +$51.9K +488 +3%
CA
513
CoreCap Advisors
Michigan
$1.57M -$74.1K -697 -5%
ECM
514
Exchange Capital Management
Michigan
$1.57M -$72K -677 -4%
FWA
515
FOCUS Wealth Advisors
Texas
$1.56M – – –
CFA
516
Cahill Financial Advisors
Minnesota
$1.56M +$170K +1,598 +12%
ERIC
517
Eagle Rock Investment Company
Georgia
$1.55M -$3.82M -35,931 -71%
FFN
518
Focus Financial Network
Minnesota
$1.55M -$47.9K -450 -3%
RCA
519
Resonant Capital Advisors
Wisconsin
$1.55M -$1.27M -11,974 -45%
CPSC
520
Carl P. Sherr & Co
Massachusetts
$1.54M – – –
CCM
521
Crabel Capital Management
California
$1.53M +$326K +3,063 +27%
ARG
522
Advisory Resource Group
Oklahoma
$1.51M +$141K +1,322 +10%
WWM
523
Western Wealth Management
Colorado
$1.51M +$252K +2,362 +20%
TC
524
Telemus Capital
Michigan
$1.51M -$262K -2,465 -15%
SVWAG
525
Sound View Wealth Advisors Group
Georgia
$1.51M – – –
19 20
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