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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,202 hedge funds and large institutions have $28.1B invested in iShares National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 472 increasing their positions, 408 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,202
Holders Change
+76
Holders Change %
+6.75%
% of All Funds
19.39%
Holding in Top 10
124
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+29.17%
% of All Funds
2%
New
222
Increased
472
Reduced
408
Closed
124
Calls
$8.71M
Puts
$11.7M
Net Calls
-$3.02M
Net Calls Change
+$20.8M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$874M
2
Bank of America
Bank of America
North Carolina
+$617M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$400M
4
US Bancorp
US Bancorp
Minnesota
+$377M
5
Betterment LLC
Betterment LLC
New York
+$280M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$457M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$287M
3
SEI Investments
SEI Investments
Pennsylvania
-$133M
4
AC
Allstate Corporation
Illinois
-$105M
5
Lazard Asset Management
Lazard Asset Management
New York
-$79.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WLIM
551
White Lighthouse Investment Management
Massachusetts
$1.92M +$97.6K +925 +5%
Millennium Management
552
Millennium Management
New York
$1.92M +$1.92M +18,195 New
RIM
553
Rockbridge Investment Management
New York
$1.92M -$154K -1,460 -7%
BFO
554
Biltmore Family Office
North Carolina
$1.91M -$686K -6,500 -26%
SWM
555
SigFig Wealth Management
California
$1.9M -$84.4K -857 -4%
WS
556
Wedbush Securities
California
$1.89M -$550K -5,216 -23%
CWA
557
Consilio Wealth Advisors
Washington
$1.88M +$105K +992 +6%
VWA
558
Visionary Wealth Advisors
Illinois
$1.87M -$1.23M -11,613 -40%
CCMG
559
Clark Capital Management Group
Pennsylvania
$1.87M +$1.87M +17,726 New
OAM
560
Occidental Asset Management
California
$1.84M -$324K -3,067 -15%
PA
561
Procyon Advisors
Connecticut
$1.84M +$401K +3,805 +28%
OFP
562
OLIO Financial Planning
Virginia
$1.83M -$3.73M -35,385 -67%
GCM
563
Gallacher Capital Management
Colorado
$1.82M +$1.82M +17,275 New
SF
564
Summit Financial
New Jersey
$1.82M -$676K -6,403 -27%
OC
565
Oppenheimer & Co
New York
$1.82M +$13.5K +128 +0.7%
SA
566
Sunesis Advisors
Kansas
$1.82M – – –
CA
567
Crewe Advisors
Utah
$1.81M +$1.21M +11,502 +203%
MWM
568
Modera Wealth Management
New Jersey
$1.81M -$7.21M -68,355 -80%
LA
569
Lindenwold Advisors
Pennsylvania
$1.8M -$35.3K -335 -2%
ACM
570
Ascendant Capital Management
California
$1.79M +$211K +2,000 +13%
CWS
571
Cypress Wealth Services
California
$1.79M -$431K -4,083 -19%
EWM
572
Endurance Wealth Management
Rhode Island
$1.78M -$55.9K -530 -3%
EGA
573
Eagle Global Advisors
Texas
$1.78M -$77.6K -735 -4%
WJA
574
Willis Johnson & Associates
Texas
$1.77M -$136K -1,292 -7%
SC
575
Savant Capital
Illinois
$1.76M +$229K +2,172 +15%
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