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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,126 hedge funds and large institutions have $22.2B invested in iShares National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 451 increasing their positions, 447 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
Holders Change
-26
Holders Change %
-2.26%
% of All Funds
19.47%
Holding in Top 10
96
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.04%
% of All Funds
1.66%
New
101
Increased
451
Reduced
447
Closed
104
Calls
$6.23M
Puts
$30.1M
Net Calls
-$23.8M
Net Calls Change
+$23.6M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$978M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.76B
3
Bank of America
Bank of America
North Carolina
$1.83B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$707M
5
FWI
Facet Wealth Inc
Maryland
$82.6M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.95M
2
TF
TIAA FSB
Florida
$292M
3
Fisher Asset Management
Fisher Asset Management
Washington
$203M
4
Charles Schwab
Charles Schwab
California
$43.8M
5
Jane Street
Jane Street
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
OR
626
Olympiad Research
Connecticut
$968K -$166K -1,617 -15%
TWM
627
Tolleson Wealth Management
Texas
$967K – – –
I
628
IMPACTfolio
Colorado
$963K +$709K +6,910 +279%
TF
629
Tompkins Financial
New York
$962K +$200K +1,945 +26%
WAOI
630
Wealth Advisors of Iowa
Iowa
$960K -$2.65M -25,822 -73%
TB
631
Treynor Bancshares
Iowa
$960K -$28.1K -274 -3%
KPWG
632
KFA Private Wealth Group
Virginia
$959K +$3.79K +37 +0.4%
EFS
633
Econ Financial Services
Pennsylvania
$946K -$852K -8,303 -47%
AG
634
Ascent Group
Virginia
$946K -$224K -2,203 -19%
KFP
635
KMG Fiduciary Partners
Ohio
$945K +$32.3K +315 +4%
SAS
636
Sanford Advisory Services
Michigan
$943K +$420K +4,096 +80%
CBFP
637
Cedar Brook Financial Partners
Ohio
$943K +$191K +1,860 +25%
GFP
638
Gryphon Financial Partners
Ohio
$941K -$77.9K -759 -8%
HFM
639
Hartford Financial Management
Connecticut
$935K -$52.8K -515 -5%
RFN
640
RDA Financial Network
Iowa
$935K +$647K +6,310 +225%
WFA
641
Wipfli Financial Advisors
Wisconsin
$931K +$731K +7,120 +364%
IWP
642
Innova Wealth Partners
Pennsylvania
$928K -$331K -3,227 -26%
CGFA
643
Colton Groome Financial Advisors
North Carolina
$928K -$44.6K -435 -5%
MPWT
644
MassMutual Private Wealth & Trust
Connecticut
$927K +$677K +6,607 +271%
SMG
645
Smart Money Group
Texas
$921K -$125K -1,217 -12%
COCM
646
Charter Oak Capital Management
New Hampshire
$914K -$64.6K -630 -7%
IA
647
IFG Advisors
Missouri
$907K -$614K -5,985 -40%
FAAM
648
First Ascent Asset Management
Colorado
$902K -$4.48M -43,690 -83%
GDP
649
Great Diamond Partners
Maine
$902K -$4.41K -43 -0.5%
CHAM
650
Clear Harbor Asset Management
Connecticut
$895K +$8.21K +80 +0.9%
24 25
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