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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 %
BSB
551
Bangor Savings Bank
Maine
$1.38M – – –
IWMA
552
Ironwood Wealth Management (Arizona)
Arizona
$1.38M -$465K -4,369 -25%
JCM
553
Jacobi Capital Management
Pennsylvania
$1.37M -$267K -2,510 -16%
AIP
554
Almanack Investment Partners
Pennsylvania
$1.37M +$1.01M +9,471 +279%
CWM
555
Connecticut Wealth Management
Connecticut
$1.36M +$1.36M +12,810 New
PWA
556
Physician Wealth Advisors
Utah
$1.35M -$649K -5,980 -32%
IC
557
Inscription Capital
Texas
$1.34M -$4.79K -45 -0.4%
JFA
558
JNBA Financial Advisors
Minnesota
$1.33M +$179K +1,678 +16%
AIA
559
Avalon Investment & Advisory
Texas
$1.33M -$94.7K -890 -7%
CCA
560
Checchi Capital Advisers
California
$1.32M -$380K -3,500 -22%
PG
561
Patten Group
Tennessee
$1.32M -$61.6K -576 -4%
IWP
562
Innova Wealth Partners
Pennsylvania
$1.31M -$382K -3,595 -23%
FWP
563
Firethorn Wealth Partners
Georgia
$1.31M -$61.8K -570 -5%
HSA
564
HBK Sorce Advisory
Pennsylvania
$1.29M -$27.1K -255 -2%
MA
565
McBroom & Associates
Nevada
$1.29M -$66.7K -627 -5%
MCC
566
Money Concepts Capital
Florida
$1.28M -$703K -6,597 -35%
IWA
567
IBEX Wealth Advisors
New Jersey
$1.28M -$120K -1,127 -9%
WWP
568
Waypoint Wealth Partners
California
$1.28M +$1.28M +12,050 New
LA
569
Lindenwold Advisors
Pennsylvania
$1.28M +$107K +1,003 +9%
AG
570
Ascent Group
Virginia
$1.25M -$1.71M -15,715 -58%
SFP
571
Sweet Financial Partners
Minnesota
$1.25M +$816K +7,671 +188%
CWM
572
Collaborative Wealth Management
Florida
$1.25M +$1.25M +11,716 New
CM
573
Columbus Macro
Pennsylvania
$1.25M +$341K +3,209 +38%
FS
574
Ferguson Shapiro
Georgia
$1.24M +$251K +2,363 +25%
BFEC
575
Benjamin F. Edwards & Company
Missouri
$1.24M -$1.21M -11,375 -49%
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