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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 %
KWM
526
Keebeck Wealth Management
Illinois
$1.5M +$831K +7,810 +124%
RPCA
527
Running Point Capital Advisors
California
$1.48M +$608K +5,715 +70%
BIA
528
Bigelow Investment Advisors
Maine
$1.47M +$664K +6,242 +82%
ASFA
529
All Season Financial Advisors
Colorado
$1.47M +$1.47M +13,841 New
PMG
530
ProVise Management Group
Florida
$1.47M -$686K -6,445 -32%
NAM
531
NTV Asset Management
West Virginia
$1.47M – – –
AA
532
Advisory Alpha
Michigan
$1.47M -$821K -7,715 -36%
BZWA
533
Blue Zone Wealth Advisors
California
$1.47M -$26.6K -250 -2%
BDWCC
534
B&D White Capital Company
Texas
$1.46M +$1.46M +13,759 New
USCWA
535
U.S. Capital Wealth Advisors
Texas
$1.45M -$100K -943 -6%
EA
536
Efficient Advisors
Ohio
$1.45M -$67.5K -635 -4%
PA
537
Procyon Advisors
Connecticut
$1.45M -$14.8K -139 -1%
AFG
538
Albion Financial Group
Utah
$1.45M +$522K +4,905 +56%
EVM
539
Eaton Vance Management
Massachusetts
$1.44M -$42.6M -400,731 -97%
CCG
540
Chatham Capital Group
Georgia
$1.44M +$325K +3,050 +29%
AWAG
541
ARS Wealth Advisors Group
Florida
$1.43M – – –
MI
542
Moneywise Inc
Virginia
$1.42M -$379K -3,560 -21%
EWS
543
Evergreen Wealth Solutions
Pennsylvania
$1.41M -$782K -7,349 -36%
PP
544
PrairieView Partners
Minnesota
$1.41M +$889K +8,360 +171%
PA
545
Parallel Advisors
California
$1.41M +$35K +329 +3%
CCA
546
Cadent Capital Advisors
Oklahoma
$1.4M -$939K -8,823 -40%
CCM
547
Colorado Capital Management
Colorado
$1.4M -$253K -2,382 -15%
HFW
548
Horizon Family Wealth
Illinois
$1.39M +$43.1K +405 +3%
PAMG
549
Patton Albertson Miller Group
Tennessee
$1.39M -$3.19K -30 -0.2%
4WM
550
4J Wealth Management
Virginia
$1.38M -$489K -4,598 -26%
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