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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,170 hedge funds and large institutions have $19.8B invested in iShares National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 512 increasing their positions, 270 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,170
Holders Change
+155
Holders Change %
+15.27%
% of All Funds
18.07%
Holding in Top 10
90
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+26.76%
% of All Funds
1.39%
New
225
Increased
512
Reduced
270
Closed
52
Calls
$2.89M
Puts
$4.15M
Net Calls
-$1.26M
Net Calls Change
-$468K

Top Buyers

1
Jane Street
Jane Street
New York
$221M
2
Creative Planning
Creative Planning
Kansas
$1.12B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.2B
4
BlackRock
BlackRock
New York
$604M
5
Betterment LLC
Betterment LLC
New York
$1.22B

Top Sellers

1
Barclays
Barclays
United Kingdom
$0
2
US Bancorp
US Bancorp
Minnesota
$315M
3
Lazard Asset Management
Lazard Asset Management
New York
$38.5M
4
LIA
LBMC Investment Advisors
Tennessee
$816K
5
FSC
Full Sail Capital
Oklahoma
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSC
651
Syverson Strege & Co
Iowa
$994K -$39.9K -343 -4%
CFD
652
Creative Financial Designs
Indiana
$991K +$78.6K +676 +9%
EWG
653
Executive Wealth Group
Washington
$989K +$1.4K +12 +0.1%
MC
654
Moors & Cabot
Massachusetts
$987K +$534K +4,591 +118%
CM
655
Columbus Macro
Pennsylvania
$986K -$82.7K -711 -8%
LWM
656
Laidlaw Wealth Management
New York
$986K +$986K +8,477 New
SHGA
657
Sand Hill Global Advisors
California
$981K -$27.1K -233 -3%
FPGK
658
Financial Partners Group (Kansas)
Kansas
$977K -$293K -2,582 -23%
JAG
659
Journey Advisory Group
Kentucky
$972K +$44.2K +380 +5%
IFA
660
Interactive Financial Advisors
Illinois
$964K +$176K +1,513 +22%
VPIM
661
Vanguard Personalized Indexing Management
California
$964K +$209K +1,799 +28%
C1AG
662
Client 1st Advisory Group
Florida
$963K – – –
VCM
663
Verde Capital Management
Michigan
$952K -$59.6K -512 -6%
FNT
664
First National Trust
Pennsylvania
$949K – – –
FAFN
665
First Affirmative Financial Network
Colorado
$946K -$19.7K -169 -2%
EFG
666
Erickson Financial Group
Pennsylvania
$945K +$945K +8,128 New
GWS
667
Glassman Wealth Services
Virginia
$938K +$938K +8,068 New
HCM
668
HMS Capital Management
Tennessee
$936K +$50.3K +433 +6%
FNWM
669
Financial Network Wealth Management
Utah
$936K +$544K +4,677 +139%
PPW
670
Pinnacle Private Wealth
Massachusetts
$921K +$921K +7,921 New
HWAM
671
Hennion & Walsh Asset Management
New Jersey
$920K +$2.79K +24 +0.3%
KFP
672
KMG Fiduciary Partners
Ohio
$919K +$193K +1,658 +27%
PFT
673
Providence First Trust
Arizona
$913K – – –
CWA
674
Capital Wealth Alliance
Arizona
$910K -$33.5K -288 -4%
CWM
675
Cordatus Wealth Management
Pennsylvania
$899K +$899K +7,730 New
25 26
27
28 29