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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 %
WA
651
WBH Advisory
Maryland
$909K -$73.9K -691 -8%
EWG
652
Executive Wealth Group
Washington
$906K +$1.06K +10 +0.1%
FIBT
653
First International Bank & Trust
North Dakota
$902K -$30.1K -283 -3%
AWM
654
AAF Wealth Management
Massachusetts
$899K +$899K +8,457 New
SSWM
655
Smith Salley Wealth Management
North Carolina
$899K -$542K -5,094 -38%
SSC
656
Syverson Strege & Co
Iowa
$899K +$2.23K +21 +0.2%
CWA
657
Capital Wealth Alliance
Arizona
$895K +$1.59K +15 +0.2%
Brown Advisory
658
Brown Advisory
Maryland
$892K -$576K -5,417 -39%
EFG
659
Erickson Financial Group
Pennsylvania
$892K +$140K +1,320 +19%
TGAM
660
TBH Global Asset Management
Tennessee
$890K -$63.2K -594 -7%
AC
661
Asio Capital
Kentucky
$890K +$890K +8,365 New
EAM
662
Evanson Asset Management
California
$886K -$2.82M -26,510 -76%
RWA
663
RGT Wealth Advisors
Texas
$881K -$209K -1,961 -19%
MPPLM
664
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$876K -$113K -1,063 -11%
JAG
665
Journey Advisory Group
Kentucky
$860K -$81.6K -752 -9%
GWS
666
Glassman Wealth Services
Virginia
$860K +$2.13K +20 +0.2%
WWA
667
WCG Wealth Advisors
Nevada
$853K +$853K +8,021 New
MWM
668
Meridian Wealth Management
Kentucky
$851K +$111K +1,043 +15%
FAFN
669
First Affirmative Financial Network
Colorado
$850K -$26.3K -247 -3%
CF
670
Centaurus Financial
California
$847K +$231K +2,169 +37%
IA
671
IFG Advisory
Georgia
$842K -$278K -2,621 -25%
SMG
672
Spectrum Management Group
Indiana
$841K +$186K +1,752 +28%
CAG
673
Csenge Advisory Group
Florida
$840K -$64.4K -605 -7%
CIAS
674
Capital Investment Advisory Services
North Carolina
$839K -$37.9K -356 -4%
PFT
675
Providence First Trust
Arizona
$836K – – –
25 26
27
28 29