MUB icon

iShares National Muni Bond ETF

1,158 hedge funds and large institutions have $19.1B invested in iShares National Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 476 increasing their positions, 419 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,158
Holders Change
-12
Holders Change %
-1.03%
% of All Funds
18.33%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.41%
New
103
Increased
476
Reduced
419
Closed
97
Calls
$2.37M
Puts
$12.8M
Net Calls
-$10.4M
Net Calls Change
-$9.18M
Name Holding Trade Value Shares
Change
Shares
Change %
KP
576
Keel Point
Alabama
$1.33M +$359K +3,272 +37%
DADC
577
D.A. Davidson & Co
Montana
$1.33M +$392K +3,573 +42%
AWM
578
Abound Wealth Management
Tennessee
$1.33M +$1.33M +12,111 New
AFWM
579
AMJ Financial Wealth Management
Virginia
$1.32M -$6.25K -57 -0.5%
AFS
580
Aft Forsyth & Sober
Florida
$1.31M -$27.4K -250 -2%
VC
581
Veracity Capital
Georgia
$1.31M +$52.8K +482 +4%
SWP
582
Summit Wealth Partners
Florida
$1.3M +$2.96K +27 +0.2%
WWM
583
Western Wealth Management
Colorado
$1.29M +$731K +6,666 +130%
FAT
584
First American Trust
California
$1.29M -$52.7K -481 -4%
CL
585
Choreo LLC
Illinois
$1.29M +$753K +6,862 +140%
AWS
586
AJ Wealth Strategies
New York
$1.28M +$3.18K +29 +0.2%
Kovitz Investment Group Partners
587
Kovitz Investment Group Partners
Illinois
$1.27M -$3M -27,329 -70%
SWM
588
SigFig Wealth Management
California
$1.27M +$296K +3,187 +30%
LFP
589
Leeward Financial Partners
Washington
$1.26M +$2.3K +21 +0.2%
BWM
590
Boyd Wealth Management
California
$1.26M +$225K +2,052 +22%
TW
591
TrinityPoint Wealth
Connecticut
$1.26M +$2.85K +26 +0.2%
CCM
592
Crabel Capital Management
California
$1.24M -$6.03M -54,993 -83%
PGFC
593
Peapack-Gladstone Financial Corp
New Jersey
$1.23M -$65.9K -601 -5%
CFO
594
Collective Family Office
Pennsylvania
$1.22M -$836K -7,621 -41%
BL
595
Balentine LLC
Georgia
$1.22M
SIAP
596
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.21M
LA
597
Lindenwold Advisors
Pennsylvania
$1.21M +$60.5K +552 +5%
SCA
598
Spearhead Capital Advisors
Florida
$1.2M -$112K -1,017 -8%
CW
599
CreativeOne Wealth
Kansas
$1.2M +$151K +1,380 +14%
JFA
600
JNBA Financial Advisors
Minnesota
$1.19M +$60.1K +548 +5%