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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 %
LL
626
LPWM LLC
Minnesota
$1.37M +$615K +5,750 +81%
JCM
627
Jacobi Capital Management
Pennsylvania
$1.36M -$8.55K -81 -0.6%
PFWA
628
Paces Ferry Wealth Advisors
Georgia
$1.36M +$1.36M +12,887 New
RFP
629
RCS Financial Planning
Maryland
$1.36M +$1.36M +12,844 New
MPWT
630
MassMutual Private Wealth & Trust
Connecticut
$1.35M +$397K +3,765 +42%
BFG
631
Bleakley Financial Group
New Jersey
$1.35M +$1.35M +12,790 New
EWA
632
ERTS Wealth Advisors
Michigan
$1.35M -$920K -8,717 -41%
HAIM
633
Hunter Associates Investment Management
Pennsylvania
$1.34M +$127K +1,200 +10%
CT
634
Columbia Trust
Oregon
$1.34M -$1.43M -13,525 -52%
PFA
635
Petra Financial Advisors
Colorado
$1.34M +$1.34M +12,685 New
PA
636
PFG Advisors
Arizona
$1.34M -$58.1K -551 -4%
PFP
637
Pinnacle Financial Partners
Tennessee
$1.32M +$1.32M +12,552 New
DC
638
Davenport & Co
Virginia
$1.32M +$116K +1,100 +10%
JFA
639
JNBA Financial Advisors
Minnesota
$1.32M +$25.9K +245 +2%
AF
640
Affiance Financial
Minnesota
$1.32M +$1.32M +12,490 New
KCM
641
Kanawha Capital Management
Virginia
$1.31M -$155K -1,470 -11%
CFC
642
Client First Capital
California
$1.3M -$39K -370 -3%
PWA
643
Physician Wealth Advisors
Utah
$1.3M +$38.9K +360 +3%
BRWA
644
B. Riley Wealth Advisors
Florida
$1.3M +$185K +1,754 +17%
IC
645
Inscription Capital
Texas
$1.3M -$17.7K -168 -1%
FWA
646
FOCUS Wealth Advisors
Texas
$1.29M -$259K -2,458 -17%
FA
647
FC Advisory
Pennsylvania
$1.28M +$280K +2,654 +28%
LWM
648
LJI Wealth Management
Indiana
$1.27M +$1.27M +12,078 New
GWMIA
649
Global Wealth Management Investment Advisory
Florida
$1.27M +$38.2K +362 +3%
CFM
650
Comprehensive Financial Management
California
$1.27M +$1.27M +12,012 New
24 25
26
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