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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 %
BAM
701
Belpointe Asset Management
Nevada
$781K +$24.3K +222 +3%
MWA
702
Monograph Wealth Advisors
California
$776K – – –
EFG
703
Erickson Financial Group
Pennsylvania
$774K -$117K -1,065 -13%
LIA
704
LBMC Investment Advisors
Tennessee
$769K – – –
GW
705
GW & Wade
Massachusetts
$769K +$769K +7,014 New
KPWS
706
Kestra Private Wealth Services
Texas
$765K +$36.3K +331 +5%
MWM
707
Meridian Wealth Management
Kentucky
$763K -$66.3K -605 -8%
HNWAG
708
High Net Worth Advisory Group
Florida
$762K – – –
MPCG
709
Matrix Private Capital Group
New York
$761K -$23K -210 -3%
CGFA
710
Colton Groome Financial Advisors
North Carolina
$761K +$62.8K +573 +9%
PWP
711
Perfromance Wealth Partners
Illinois
$760K – – –
SWM
712
Sugarloaf Wealth Management
Georgia
$756K +$7.78K +71 +1%
WCF
713
West Coast Financial
California
$755K -$71K -648 -9%
LP
714
LGL Partners
Pennsylvania
$752K -$9.54K -87 -1%
SCFS
715
S.C. Financial Services
Arizona
$741K -$31.9K -291 -4%
SWM
716
SeaCrest Wealth Management
New York
$737K – – –
3LCM
717
3D/L Capital Management
Connecticut
$737K +$12.7K +116 +2%
GSWM
718
Golden State Wealth Management
California
$735K +$735K +6,708 New
NCM
719
Noesis Capital Mangement
Florida
$732K +$296K +2,700 +68%
KFI
720
Key Financial Inc
Pennsylvania
$729K -$54.9K -500 -7%
RRA
721
Round Rock Advisors
Connecticut
$724K -$40.1K -366 -5%
TAM
722
Todd Asset Management
Kentucky
$724K – – –
PFM
723
Parsec Financial Management
North Carolina
$723K -$4M -36,524 -85%
SFP
724
Sandbox Financial Partners
Maryland
$719K -$27.1K -247 -4%
SSW
725
Stone Summit Wealth
Florida
$712K -$41.2K -377 -5%
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