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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,158 hedge funds and large institutions have $19.1B invested in iShares National Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 476 increasing their positions, 419 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,158
Holders Change
-12
Holders Change %
-1.03%
% of All Funds
18.33%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.41%
New
103
Increased
476
Reduced
419
Closed
97
Calls
$2.37M
Puts
$12.8M
Net Calls
-$10.4M
Net Calls Change
-$9.18M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$556M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$222M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$104M
4
Morgan Stanley
Morgan Stanley
New York
+$92.6M
5
LPL Financial
LPL Financial
California
+$86M

Top Sellers

1
BlackRock
BlackRock
New York
-$475M
2
Betterment LLC
Betterment LLC
New York
-$308M
3
SEI Investments
SEI Investments
Pennsylvania
-$232M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
5
Jane Street
Jane Street
New York
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
676
First Horizon Advisors
Tennessee
$894K -$4.47M -40,758 -83%
GWS
677
Glassman Wealth Services
Virginia
$885K – – –
FWM
678
Fairhaven Wealth Management
Illinois
$885K +$516K +4,707 +140%
MHS
679
M Holdings Securities
Oregon
$883K +$883K +8,058 New
FNWM
680
Financial Network Wealth Management
Utah
$882K – – –
PWMAG
681
Pinnacle Wealth Management Advisory Group
New Jersey
$881K -$74K -675 -8%
DWT
682
Dorsey & Whitney Trust
South Dakota
$877K -$77.9K -710 -8%
DI
683
Diligent Investors
California
$877K +$324K +2,951 +59%
SW
684
Solidarity Wealth
Utah
$876K +$876K +8,189 New
SAM
685
Summit Asset Management
Tennessee
$863K +$863K +7,875 New
PFT
686
Providence First Trust
Arizona
$861K – – –
GWM
687
Gray Wealth Management
Maine
$854K +$6.91K +63 +0.8%
CAMV
688
Concord Asset Management (Virginia)
Virginia
$847K +$127K +1,157 +18%
MFGP
689
Marshall Financial Group (Pennsylvania)
Pennsylvania
$839K +$1.54K +14 +0.2%
BIA
690
Bigelow Investment Advisors
Maine
$835K +$518K +4,721 +163%
EPP
691
ETF Portfolio Partners
Kansas
$818K -$1.54K -14 -0.2%
TF
692
Tompkins Financial
New York
$815K +$815K +7,431 New
AP
693
Adero Partners
California
$812K +$503K +4,586 +163%
GJIC
694
Gamble Jones Investment Counsel
California
$811K -$329K -2,998 -29%
SFWA
695
Summit Financial Wealth Advisors
Louisiana
$803K +$22.9K +209 +3%
FWM
696
FFT Wealth Management
Pennsylvania
$797K -$225K -2,056 -22%
AIM
697
Axiom Investment Management
New York
$796K +$114K +1,037 +17%
CSWM
698
Cassady Schiller Wealth Management
Ohio
$796K +$424K +3,872 +114%
SIM
699
Stratos Investment Management
Ohio
$794K +$12.1K +110 +2%
WEG
700
World Equity Group
Illinois
$789K +$789K +7,197 New
26 27
28
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