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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 %
FC
526
FCA Corp
Texas
$1.29M -$80.8K -696 -6%
JFGIW
527
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.29M +$15.7K +135 +1%
SIAP
528
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.29M – – –
SIM
529
Stratos Investment Management
Ohio
$1.29M +$1.03M +8,896 +411%
TC
530
Telemus Capital
Michigan
$1.28M – – –
HAC
531
Harbor Advisory Corp
New Hampshire
$1.27M +$116 +1 +0%
BWP
532
Bernardo Wealth Planning
Pennsylvania
$1.26M +$86.7K +746 +7%
GJIC
533
Gamble Jones Investment Counsel
California
$1.25M +$465 +4 +0%
WA
534
WBH Advisory
Maryland
$1.25M +$854K +7,345 +218%
SWP
535
Summit Wealth Partners
Florida
$1.24M -$20.2K -174 -2%
AP
536
Advisor Partners
California
$1.24M – – –
LWP
537
Lumature Wealth Partners
Georgia
$1.21M -$1.44M -12,405 -54%
WA
538
Winfield Associates
Ohio
$1.21M -$58.1K -500 -5%
BAM
539
Belpointe Asset Management
Nevada
$1.21M +$428K +3,685 +55%
AFA
540
American Financial Advisors
Georgia
$1.2M +$76.4K +658 +7%
AFWM
541
AMJ Financial Wealth Management
Virginia
$1.2M +$290K +2,499 +32%
JFA
542
JNBA Financial Advisors
Minnesota
$1.2M +$813 +7 +0.1%
HWMA
543
Heritage Wealth Management (Arizona)
Arizona
$1.19M +$357K +3,077 +43%
CCA
544
Column Capital Advisors
Indiana
$1.18M -$24.9K -214 -2%
OGF
545
Orin Green Financial
California
$1.18M +$33.1K +285 +3%
RCM
546
Robinson Capital Management
Michigan
$1.17M -$1.74M -15,000 -60%
RMA
547
Roffman Miller Associates
Pennsylvania
$1.17M -$46.8K -403 -4%
FAT
548
First American Trust
California
$1.17M +$718K +6,177 +160%
CG
549
Colony Group
Massachusetts
$1.16M -$73.3K -631 -6%
CAM
550
Cresset Asset Management
Illinois
$1.16M +$83.6K +719 +8%
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