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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 %
MAWA
651
Moss Adams Wealth Advisors
Washington
$1.26M +$1.26M +11,987 New
AF
652
Arrow Financial
New York
$1.26M +$211K +2,001 +20%
TFGT
653
TS Financial Group (TSFG)
Illinois
$1.25M +$1.25M +11,854 +43,904%
PPC
654
Park Place Capital
Alabama
$1.25M +$1.25M +11,872 New
AA
655
AlphaQ Advisors
Florida
$1.25M +$1.25M +11,850 New
AA
656
Advisory Alpha
Michigan
$1.24M -$103K -974 -8%
TWM
657
Tolleson Wealth Management
Texas
$1.24M +$242K +2,290 +24%
CWM
658
Collaborative Wealth Management
Florida
$1.23M +$41.3K +391 +3%
SPWG
659
Syntegra Private Wealth Group
Missouri
$1.23M +$1.23M +11,649 New
WSTAM
660
Wilbanks Smith & Thomas Asset Management
Virginia
$1.23M -$712K -6,747 -37%
SFP
661
Sweet Financial Partners
Minnesota
$1.22M -$17.4K -165 -1%
PMG
662
ProVise Management Group
Florida
$1.22M -$367K -3,478 -23%
CAL
663
Capital Advisors Ltd
Ohio
$1.22M -$32K -303 -3%
AWM
664
Abound Wealth Management
Tennessee
$1.21M -$954K -9,038 -44%
IWA
665
IBEX Wealth Advisors
New Jersey
$1.2M -$57.1K -541 -5%
RBC
666
Romano Brothers & Co
Illinois
$1.2M -$25.4K -241 -2%
PFS
667
Prospera Financial Services
Texas
$1.17M +$417K +3,950 +55%
EFM
668
Eley Financial Management
Vermont
$1.16M +$1.16M +11,021 New
WWM
669
Western Wealth Management
Colorado
$1.16M -$680K -6,443 -37%
SCA
670
St. Clair Advisors
Ohio
$1.15M +$863K +8,175 +296%
SFMG
671
Sage Financial Management Group
Virginia
$1.15M -$5.04M -47,747 -81%
AO
672
Advisor OS
Illinois
$1.15M -$4.75K -45 -0.4%
PA
673
Pinnacle Associates
New York
$1.15M -$142K -1,344 -11%
CWG
674
Cornerstone Wealth Group
North Carolina
$1.14M +$1.14M +10,802 New
WWA
675
WCG Wealth Advisors
Nevada
$1.14M +$118K +1,120 +12%
25 26
27
28 29