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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 %
HS
576
Horan Securities
United States
$1.23M +$1.01M +9,376 +440%
WFA
577
Wade Financial Advisory
California
$1.23M -$884K -8,317 -42%
TW
578
TrinityPoint Wealth
Connecticut
$1.23M +$12.2K +115 +1%
MIM
579
MetLife Investment Management
New Jersey
$1.22M -$8.04M -75,600 -87%
MGIA
580
Moneta Group Investment Advisors
Missouri
$1.22M +$188K +1,766 +18%
PCMC
581
Paragon Capital Management (Colorado)
Colorado
$1.21M -$445K -4,184 -27%
LFP
582
Leeward Financial Partners
Washington
$1.21M -$16.2K -152 -1%
UWPG
583
Ullmann Wealth Partners Group
Florida
$1.2M +$1.2M +11,318 New
Marshall Wace
584
Marshall Wace
United Kingdom
$1.2M -$1.9M -17,904 -61%
HAIM
585
Hunter Associates Investment Management
Pennsylvania
$1.19M -$940K -8,840 -44%
DP
586
Denver PWM
Colorado
$1.18M -$190K -1,783 -14%
SIAP
587
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.18M – – –
OR
588
Olympiad Research
Connecticut
$1.18M -$419K -3,934 -26%
BRWA
589
B. Riley Wealth Advisors
Florida
$1.16M +$76.7K +721 +7%
PGFC
590
Peapack-Gladstone Financial Corp
New Jersey
$1.15M -$42.1K -396 -4%
DWT
591
Dorsey & Whitney Trust
South Dakota
$1.14M +$290K +2,723 +34%
GWMIA
592
Global Wealth Management Investment Advisory
Florida
$1.14M +$111K +1,042 +11%
BAAM
593
Baker Avenue Asset Management
California
$1.13M +$1.13M +10,613 New
CIM
594
Cambria Investment Management
California
$1.13M +$19K +179 +2%
BWP
595
Bernardo Wealth Planning
Pennsylvania
$1.11M +$40.5K +381 +4%
BFA
596
BMS Financial Advisors
South Dakota
$1.1M -$512K -4,402 -32%
BWM
597
Boyd Wealth Management
California
$1.09M -$128K -1,202 -10%
SMG
598
Smart Money Group
Texas
$1.09M -$830K -7,799 -43%
CSWM
599
Cassady Schiller Wealth Management
Ohio
$1.08M +$309K +2,906 +40%
WEG
600
World Equity Group
Illinois
$1.08M +$316K +2,971 +41%
22 23
24
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