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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 %
SHIM
701
Stone House Investment Management
Pennsylvania
$768K +$529K +4,974 +222%
PJSIMP
702
P.J. Schmidt Investment Management (PJS)
Wisconsin
$767K -$766K -7,200 -50%
NWM
703
Northwest Wealth Management
Iowa
$762K -$201K -1,890 -21%
MPCG
704
Matrix Private Capital Group
New York
$760K +$21.4K +201 +3%
CCB
705
Country Club Bank
Missouri
$756K -$117K -1,105 -13%
RB
706
Renasant Bank
Mississippi
$753K -$177K -1,662 -19%
BFA
707
Beacon Financial Advisory
Ohio
$753K +$247K +2,321 +49%
BB
708
Bell Bank
North Dakota
$753K +$753K +7,081 New
SFWA
709
Summit Financial Wealth Advisors
Louisiana
$751K -$37.1K -345 -5%
SAF
710
Smith Anglin Financial
Texas
$750K +$361K +3,392 +93%
PWP
711
Perfromance Wealth Partners
Illinois
$737K – – –
VHAM
712
Van Hulzen Asset Management
California
$735K +$735K +6,911 New
ICG
713
InterOcean Capital Group
Tennessee
$731K +$731K +6,871 New
BJL
714
Brighton Jones LLC
Washington
$728K +$728K +6,841 New
SWM
715
SeaCrest Wealth Management
New York
$727K +$11.6K +109 +2%
CFB
716
Cullen/Frost Bankers
Texas
$727K +$141K +1,325 +24%
JWS
717
Juncture Wealth Strategies
Arizona
$725K -$955K -8,977 -57%
CFS
718
CRA Financial Services
New Jersey
$716K +$278K +2,613 +63%
T. Rowe Price Associates
719
T. Rowe Price Associates
Maryland
$713K +$266K +2,500 +59%
NCM
720
Noesis Capital Mangement
Florida
$710K – – –
FCA
721
FLC Capital Advisors
California
$709K +$238K +2,241 +51%
WCF
722
West Coast Financial
California
$705K -$27.2K -256 -4%
TAM
723
Todd Asset Management
Kentucky
$705K – – –
CSPIA
724
Cary Street Partners Investment Advisory
Virginia
$701K +$415K +3,899 +145%
3LCM
725
3D/L Capital Management
Connecticut
$698K -$16.7K -157 -2%
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