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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 %
PP
676
Patron Partners
Texas
$827K -$47.7K -449 -5%
FWM
677
Fairhaven Wealth Management
Illinois
$816K -$42.4K -399 -5%
AFA
678
AllGen Financial Advisors
Florida
$814K +$814K +7,652 New
DI
679
Diligent Investors
California
$813K -$37.2K -350 -4%
AIM
680
Axiom Investment Management
New York
$813K +$40.5K +380 +5%
PFS
681
Prospera Financial Services
Texas
$810K -$943K -8,862 -54%
OC
682
Oppenheimer & Co
New York
$808K -$829K -7,800 -51%
GWM
683
Gray Wealth Management
Maine
$806K -$22.2K -209 -3%
BG
684
Benedetti & Gucer
Georgia
$804K -$1.2M -11,292 -60%
GWM
685
Geneos Wealth Management
Colorado
$803K -$114K -1,067 -12%
KPWS
686
Kestra Private Wealth Services
Texas
$802K +$60.2K +566 +8%
ECG
687
Edge Capital Group
Georgia
$801K +$485K +4,560 +153%
WAM
688
Worth Asset Management
Texas
$800K +$800K +7,521 New
TF
689
Tompkins Financial
New York
$790K – – –
GJIC
690
Gamble Jones Investment Counsel
California
$787K +$426 +4 +0.1%
CAMV
691
Concord Asset Management (Virginia)
Virginia
$783K -$38.6K -363 -5%
BWA
692
Beam Wealth Advisors
Louisiana
$782K +$782K +7,349 New
LP
693
LGL Partners
Pennsylvania
$781K +$51.8K +487 +7%
TC
694
TAGStone Capital
North Carolina
$781K +$781K +7,347 New
CBFP
695
Cedar Brook Financial Partners
Ohio
$780K +$334K +3,136 +75%
RIG
696
RiverFront Investment Group
Virginia
$776K +$776K +7,298 New
TF
697
Theory Financial
Colorado
$774K +$540K +5,054 +231%
BOPW
698
Brandywine Oak Private Wealth
Pennsylvania
$773K -$6.3M -59,227 -89%
AAS
699
Ameritas Advisory Services
Nebraska
$773K -$310K -2,919 -29%
SG
700
StoneX Group
New York
$769K -$3.55M -33,380 -82%
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