MUB icon

iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,170 hedge funds and large institutions have $19.8B invested in iShares National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 512 increasing their positions, 270 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,170
Holders Change
+155
Holders Change %
+15.27%
% of All Funds
18.07%
Holding in Top 10
90
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+26.76%
% of All Funds
1.39%
New
225
Increased
512
Reduced
270
Closed
52
Calls
$2.89M
Puts
$4.15M
Net Calls
-$1.26M
Net Calls Change
-$468K

Top Buyers

1
Jane Street
Jane Street
New York
$221M
2
Creative Planning
Creative Planning
Kansas
$1.12B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.2B
4
BlackRock
BlackRock
New York
$604M
5
Betterment LLC
Betterment LLC
New York
$1.22B

Top Sellers

1
Barclays
Barclays
United Kingdom
$0
2
US Bancorp
US Bancorp
Minnesota
$315M
3
Lazard Asset Management
Lazard Asset Management
New York
$38.5M
4
LIA
LBMC Investment Advisors
Tennessee
$816K
5
FSC
Full Sail Capital
Oklahoma
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNWAG
701
High Net Worth Advisory Group
Florida
$808K +$808K +6,950 New
LP
702
LGL Partners
Pennsylvania
$807K +$15.8K +136 +2%
PWP
703
Perfromance Wealth Partners
Illinois
$806K +$806K +6,930 New
BAM
704
Belpointe Asset Management
Nevada
$803K -$403K -3,466 -33%
SPI
705
Sutton Place Investors
New York
$802K +$802K +6,893 New
SSW
706
Stone Summit Wealth
Florida
$799K +$799K +6,887 New
SEIA
707
Signature Estate & Investment Advisors
California
$796K +$57.5K +494 +8%
SWM
708
Sugarloaf Wealth Management
Georgia
$794K +$282K +2,423 +55%
SFP
709
Sandbox Financial Partners
Maryland
$791K -$21.4K -184 -3%
CFC
710
Client First Capital
California
$791K +$791K +6,801 New
CIC
711
Carnegie Investment Counsel
Ohio
$785K -$42.4K -365 -5%
SWM
712
SeaCrest Wealth Management
New York
$782K +$33.5K +288 +4%
AWM
713
Altavista Wealth Management
North Carolina
$780K – – –
KPWS
714
Kestra Private Wealth Services
Texas
$773K +$82.6K +710 +12%
RWM
715
Rockwood Wealth Management
Pennsylvania
$770K +$770K +6,625 New
TAM
716
Todd Asset Management
Kentucky
$770K – – –
KCA
717
Karn Couzens & Associates
Connecticut
$770K – – –
3LCM
718
3D/L Capital Management
Connecticut
$768K +$6.05K +52 +0.8%
ACI
719
Alpha Cubed Investments
California
$766K +$30.8K +265 +4%
CAMV
720
Concord Asset Management (Virginia)
Virginia
$763K +$763K +6,565 New
CCT
721
Country Club Trust
Missouri
$763K -$23.3K -200 -3%
VVP
722
Venture Visionary Partners
Ohio
$762K -$28.1K -242 -4%
DAS
723
Dynamic Advisor Solutions
Arizona
$756K -$678K -5,838 -47%
RB
724
Renasant Bank
Mississippi
$743K – – –
CGFA
725
Colton Groome Financial Advisors
North Carolina
$741K -$576K -4,950 -44%
27 28
29
30 31