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iShares National Muni Bond ETF
MUB

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$556M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$222M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$104M
4
Morgan Stanley
Morgan Stanley
New York
+$92.6M
5
LPL Financial
LPL Financial
California
+$86M

Top Sellers

1
BlackRock
BlackRock
New York
-$475M
2
Betterment LLC
Betterment LLC
New York
-$308M
3
SEI Investments
SEI Investments
Pennsylvania
-$232M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
5
Jane Street
Jane Street
New York
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
626
Trust Company
Kansas
$1.06M – – –
MGIA
627
Moneta Group Investment Advisors
Missouri
$1.06M +$654K +5,963 +160%
RMA
628
Roffman Miller Associates
Pennsylvania
$1.06M -$44.2K -403 -4%
GWMIA
629
Global Wealth Management Investment Advisory
Florida
$1.06M +$25.6K +233 +2%
MCM
630
Maryland Capital Management
Maryland
$1.06M – – –
LL
631
LPWM LLC
Minnesota
$1.06M +$714K +6,567 +210%
NFG
632
Nations Financial Group
Iowa
$1.05M +$260K +2,373 +33%
KPWG
633
KFA Private Wealth Group
Virginia
$1.04M -$1.21K -11 -0.1%
TWM
634
Tolleson Wealth Management
Texas
$1.03M -$528K -4,811 -34%
TB
635
Treynor Bancshares
Iowa
$1.03M -$31.4K -286 -3%
LFA
636
Legacy Financial Advisors
Kentucky
$1.03M +$1.03M +9,369 New
MPPLM
637
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.02M -$155K -1,413 -13%
FS
638
Ferguson Shapiro
Georgia
$1.02M +$1.02M +9,281 New
MC
639
Moors & Cabot
Massachusetts
$1.01M +$81.6K +744 +9%
ODG
640
O'Dell Group
Ohio
$1M -$4.94K -45 -0.5%
RIA
641
Realta Investment Advisors
Delaware
$1M +$18.7K +171 +2%
FNT
642
First National Trust
Pennsylvania
$1M +$108K +982 +12%
GFP
643
Gryphon Financial Partners
Ohio
$995K +$2.96K +27 +0.3%
NWM
644
Northwest Wealth Management
Iowa
$992K -$130K -1,185 -12%
First Trust Advisors
645
First Trust Advisors
Illinois
$991K -$49.1K -448 -5%
NCM
646
NCM Capital Management
New Jersey
$987K +$548K +5,000 +125%
WA
647
WBH Advisory
Maryland
$982K -$1.18M -11,077 -55%
TGAM
648
TBH Global Asset Management
Tennessee
$982K -$55.2K -504 -5%
HCM
649
HMS Capital Management
Tennessee
$980K +$97.6K +890 +11%
EWM
650
Evermay Wealth Management
Virginia
$965K +$951K +8,677 +6,832%
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