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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 %
SIAP
576
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.76M +$538K +5,100 +44%
EFG
577
Everhart Financial Group
Ohio
$1.76M -$847K -8,029 -33%
ST
578
Spinnaker Trust
Maine
$1.74M – – –
SCM
579
Seascape Capital Management
New Hampshire
$1.74M +$1.74M +16,444 New
CPO
580
Cerity Partners OCIO
New York
$1.73M -$103K -975 -6%
NOI
581
Newton One Investments
Delaware
$1.73M +$1.73M +16,362 New
AIP
582
Almanack Investment Partners
Pennsylvania
$1.7M -$1.67M -15,791 -50%
SHIM
583
Stone House Investment Management
Pennsylvania
$1.68M +$618K +5,861 +58%
LHWM
584
Lake Hills Wealth Management
Texas
$1.66M +$1.66M +15,686 New
CA
585
Continuum Advisory
Idaho
$1.63M +$193K +1,827 +13%
WA
586
Wealth Alliance
New York
$1.63M -$7.7K -73 -0.5%
WFA
587
Wellspring Financial Advisors
Ohio
$1.63M +$1.63M +15,318 New
BWG
588
Beta Wealth Group
California
$1.63M +$454K +4,307 +39%
FIBT
589
First International Bank & Trust
North Dakota
$1.61M +$170K +1,611 +12%
WFAG
590
Wescott Financial Advisory Group
Pennsylvania
$1.58M +$1.37M +12,950 +648%
BFEC
591
Benjamin F. Edwards & Company
Missouri
$1.58M -$2.23M -21,125 -59%
TWA
592
TPB Wealth Advisors
Texas
$1.56M -$10.6K -98 -0.7%
BAAM
593
Baker Avenue Asset Management
California
$1.56M +$333K +3,159 +27%
SC
594
Sepio Capital
Utah
$1.56M +$1.56M +14,745 New
TTWM
595
TCV Trust & Wealth Management
Virginia
$1.54M +$826K +7,825 +115%
LFS
596
Legacy Financial Strategies
Kansas
$1.54M +$856K +8,114 +125%
CMBA
597
C.M. Bidwell & Associates
Hawaii
$1.54M -$56.8K -538 -4%
FTS
598
Fifth Third Securities
Ohio
$1.53M -$31.1K -295 -2%
SCA
599
Stokes Capital Advisors
South Carolina
$1.52M -$303K -2,867 -17%
HPM
600
Hoxton Planning & Management
West Virginia
$1.52M +$1.52M +14,365 New
22 23
24
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