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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 %
HI
626
Harbour Investments
Wisconsin
$1.02M +$1.02M +9,615 New
COCM
627
Charter Oak Capital Management
New Hampshire
$1.02M -$598K -5,621 -37%
BDFN
628
Bond & Devick Financial Network
Minnesota
$1.01M -$62.6K -589 -6%
CGFA
629
Colton Groome Financial Advisors
North Carolina
$1.01M +$270K +2,540 +37%
IP
630
Investment Partners
Ohio
$1.01M +$80.1K +753 +9%
TWM
631
Tolleson Wealth Management
Texas
$1M – – –
KPWG
632
KFA Private Wealth Group
Virginia
$991K -$19.5K -183 -2%
FZCM
633
Flynn Zito Capital Management
New York
$991K +$991K +9,315 New
BAM
634
Belpointe Asset Management
Nevada
$985K +$227K +2,134 +30%
TVAMP
635
Tennessee Valley Asset Management Partners
Tennessee
$981K +$614K +5,768 +167%
GIM
636
Greenwich Investment Management
Connecticut
$947K -$413K -3,880 -30%
KFP
637
KMG Fiduciary Partners
Ohio
$947K +$57.6K +541 +6%
GDP
638
Great Diamond Partners
Maine
$940K +$940K +8,843 New
MFGP
639
Marshall Financial Group (Pennsylvania)
Pennsylvania
$938K +$125K +1,172 +15%
KP
640
Keel Point
Alabama
$937K -$377K -3,492 -29%
APW
641
Austin Private Wealth
Texas
$933K -$18.7M -175,448 -95%
DAS
642
Dynamic Advisor Solutions
Arizona
$933K +$287K +2,695 +44%
SW
643
Solidarity Wealth
Utah
$931K +$42K +387 +5%
First Trust Advisors
644
First Trust Advisors
Illinois
$926K -$35.7K -336 -4%
HTC
645
Haverford Trust Company
Pennsylvania
$925K +$368K +3,460 +66%
MWM
646
MorganRosel Wealth Management
Colorado
$923K +$923K +8,676 New
CHAM
647
Clear Harbor Asset Management
Connecticut
$920K +$335K +3,145 +57%
WWP
648
WR Wealth Planners
Missouri
$917K -$319 -3 -0%
DA
649
Detalus Advisors
Missouri
$917K +$616K +5,791 +204%
HNWAG
650
High Net Worth Advisory Group
Florida
$915K +$176K +1,650 +24%
24 25
26
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