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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 %
CA
676
CoreCap Advisors
Michigan
$1.12M -$867K -8,215 -44%
AWAG
677
ARS Wealth Advisors Group
Florida
$1.11M -$312K -2,961 -22%
BSB
678
Bangor Savings Bank
Maine
$1.11M -$132K -1,251 -11%
NAM
679
NTV Asset Management
West Virginia
$1.11M -$243K -2,300 -18%
CIAS
680
Capital Investment Advisory Services
North Carolina
$1.11M +$356K +3,370 +47%
WHCI
681
W.H. Cornerstone Investments
Massachusetts
$1.1M +$647K +6,017 +143%
MWM
682
Merriman Wealth Management
Washington
$1.09M -$1.25M -11,835 -53%
SWA
683
Safir Wealth Advisors
New Hampshire
$1.09M -$907K -8,599 -45%
SCG
684
Sonata Capital Group
Washington
$1.08M -$1.28M -12,125 -54%
MGIA
685
Moneta Group Investment Advisors
Missouri
$1.07M +$227K +2,102 +27%
WEG
686
World Equity Group
Illinois
$1.07M +$40.5K +384 +4%
NL
687
Navalign LLC
California
$1.07M +$531K +5,032 +98%
BFA
688
BMS Financial Advisors
South Dakota
$1.07M -$1.23M -10,595 -54%
MCA
689
MSH Capital Advisors
Arizona
$1.07M +$558K +5,285 +110%
Jane Street
690
Jane Street
New York
$1.07M -$1.18M -11,210 -53%
EWS
691
Evergreen Wealth Solutions
Pennsylvania
$1.06M +$47.5K +450 +5%
DP
692
Denver PWM
Colorado
$1.06M -$398K -3,775 -27%
BWP
693
Bernardo Wealth Planning
Pennsylvania
$1.06M -$1.72M -16,300 -62%
WWP
694
WR Wealth Planners
Missouri
$1.06M +$212K +2,008 +25%
NFP
695
Narus Financial Partners
Utah
$1.05M -$1.22M -11,559 -54%
TF
696
Theory Financial
Colorado
$1.04M +$1.04M +9,888 New
MA
697
MCF Advisors
Kentucky
$1.04M +$355K +3,363 +52%
PPP
698
Private Portfolio Partners
New Jersey
$1.04M -$9.78M -92,705 -90%
AFA
699
American Financial Advisors
Georgia
$1.04M +$4.96K +47 +0.5%
WAOI
700
Wealth Advisors of Iowa
Iowa
$1.04M +$48.6K +461 +5%
26 27
28
29 30