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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 %
ACS
601
Archford Capital Strategies
Illinois
$1.51M -$39.4K -373 -3%
FCM
602
Family Capital Management
Michigan
$1.51M +$1.51M +14,269 New
FNBOMD
603
First National Bank of Mount Dora
Florida
$1.5M -$11.6M -109,983 -89%
WFA
604
Wade Financial Advisory
California
$1.5M -$38.6K -366 -3%
FNWM
605
Financial Network Wealth Management
Utah
$1.48M -$357K -3,385 -19%
AIA
606
Avalon Investment & Advisory
Texas
$1.47M -$50.9K -482 -3%
LWANC
607
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.46M -$785K -7,436 -35%
DBT
608
Dubuque Bank & Trust
Iowa
$1.44M -$1.01M -9,544 -41%
HFM
609
Hartford Financial Management
Connecticut
$1.44M +$475K +4,497 +49%
CSPIA
610
Cary Street Partners Investment Advisory
Virginia
$1.44M +$686K +6,498 +91%
USCWA
611
U.S. Capital Wealth Advisors
Texas
$1.43M +$167K +1,580 +13%
DSC
612
Duncker Streett & Co
Missouri
$1.43M -$203K -1,924 -12%
QA
613
Quantitative Advantage
Minnesota
$1.43M +$1.43M +13,506 New
KFP
614
KMG Fiduciary Partners
Ohio
$1.42M +$444K +4,204 +46%
EA
615
Efficient Advisors
Ohio
$1.41M -$20K -190 -1%
ARG
616
Advisory Resource Group
Oklahoma
$1.41M -$15.2K -144 -1%
FCIM
617
Fairview Capital Investment Management
California
$1.41M -$884K -8,375 -39%
DADC
618
D.A. Davidson & Co
Montana
$1.41M +$517K +4,902 +58%
CCA
619
Cadent Capital Advisors
Oklahoma
$1.4M +$9.92K +94 +0.7%
LFP
620
Leeward Financial Partners
Washington
$1.4M +$89K +843 +7%
TVAMP
621
Tennessee Valley Asset Management Partners
Tennessee
$1.4M +$93.6K +887 +7%
CIM
622
Cambria Investment Management
California
$1.4M -$10.4K -99 -0.7%
HFW
623
Horizon Family Wealth
Illinois
$1.39M +$8.76K +83 +0.6%
MWM
624
Meridian Wealth Management
Kentucky
$1.38M +$237K +2,243 +21%
PPWM
625
PFG Private Wealth Management
Florida
$1.37M -$240K -2,276 -15%
23 24
25
26 27