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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,126 hedge funds and large institutions have $22.2B invested in iShares National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 451 increasing their positions, 447 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
Holders Change
-26
Holders Change %
-2.26%
% of All Funds
19.47%
Holding in Top 10
96
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.04%
% of All Funds
1.66%
New
101
Increased
451
Reduced
447
Closed
104
Calls
$6.23M
Puts
$30.1M
Net Calls
-$23.8M
Net Calls Change
+$23.6M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$978M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.76B
3
Bank of America
Bank of America
North Carolina
$1.83B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$707M
5
FWI
Facet Wealth Inc
Maryland
$82.6M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.95M
2
TF
TIAA FSB
Florida
$292M
3
Fisher Asset Management
Fisher Asset Management
Washington
$203M
4
Charles Schwab
Charles Schwab
California
$43.8M
5
Jane Street
Jane Street
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNWAG
701
High Net Worth Advisory Group
Florida
$728K -$154K -1,500 -17%
LL
702
LPWM LLC
Minnesota
$725K +$204K +1,990 +39%
BCM
703
Brasada Capital Management
Texas
$721K -$284K -2,771 -28%
VHAM
704
Van Hulzen Asset Management
California
$719K +$10.3K +100 +1%
SWM
705
Spire Wealth Management
Virginia
$718K -$2.19M -21,351 -75%
NB
706
Nicolet Bankshares
Wisconsin
$712K +$476K +4,639 +202%
PWP
707
Perfromance Wealth Partners
Illinois
$711K – – –
SFWA
708
Summit Financial Wealth Advisors
Louisiana
$710K – – –
GWM
709
Gray Wealth Management
Maine
$709K -$68.2K -665 -9%
SC
710
Stephens Consulting
Michigan
$706K -$15M -145,830 -95%
CFB
711
Cullen/Frost Bankers
Texas
$702K +$1.13K +11 +0.2%
RB
712
Renasant Bank
Mississippi
$701K -$25.7K -250 -4%
TTWM
713
TCV Trust & Wealth Management
Virginia
$698K +$155K +1,510 +29%
TCA
714
Transcend Capital Advisors
New Jersey
$695K -$1.56M -15,176 -69%
NWM
715
Northwest Wealth Management
Iowa
$695K -$39.9K -389 -5%
GIA
716
Gladstone Institutional Advisory
Florida
$692K +$126K +1,231 +22%
T. Rowe Price Associates
717
T. Rowe Price Associates
Maryland
$688K -$713K -6,705 Closed
LIG
718
Lokken Investment Group
Delaware
$688K +$17.8K +174 +3%
NCM
719
Noesis Capital Mangement
Florida
$685K – – –
ODG
720
O'Dell Group
Ohio
$680K -$319K -3,109 -32%
TAM
721
Todd Asset Management
Kentucky
$680K – – –
WCF
722
West Coast Financial
California
$680K – – –
3LCM
723
3D/L Capital Management
Connecticut
$676K +$2.67K +26 +0.4%
MFGP
724
Marshall Financial Group (Pennsylvania)
Pennsylvania
$675K -$230K -2,243 -25%
MA
725
MCF Advisors
Kentucky
$669K +$3.59K +35 +0.5%
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