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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 %
TWM
701
Thrive Wealth Management
Pennsylvania
$1.04M -$5.6M -53,065 -84%
PP
702
Patron Partners
Texas
$1.02M -$17.8K -169 -2%
HI
703
Harbour Investments
Wisconsin
$1.02M +$9.81K +93 +1%
PA
704
Parallel Advisors
California
$1.02M -$42.6K -404 -4%
CWA
705
Capital Wealth Alliance
Arizona
$1.02M +$249K +2,356 +32%
EWP
706
Engrave Wealth Partners
Texas
$1.02M -$944K -8,721 -48%
AIA
707
Armor Investment Advisors
North Carolina
$1.01M -$6.75K -64 -0.7%
CBFP
708
Cedar Brook Financial Partners
Ohio
$1M +$34.4K +326 +4%
DPI
709
Diversified Portfolios Inc
Michigan
$993K +$470K +4,458 +90%
SIC
710
Sterling Investment Counsel
New York
$992K -$95.9K -909 -9%
TF
711
Tompkins Financial
New York
$989K – – –
LIG
712
Lokken Investment Group
Delaware
$977K +$269K +2,550 +38%
NPP
713
New Potomac Partners
Maryland
$977K +$702K +6,655 +256%
GFP
714
Gryphon Financial Partners
Ohio
$975K +$7.7K +73 +0.8%
MCC
715
Money Concepts Capital
Florida
$971K -$839K -7,948 -46%
CFA
716
Cahill Financial Advisors
Minnesota
$968K -$572K -5,423 -37%
NSIM
717
North Star Investment Management
Illinois
$960K +$960K +9,100 New
RMA
718
Roffman Miller Associates
Pennsylvania
$958K -$53.6K -508 -5%
TA
719
TFB Advisors
Kansas
$945K +$945K +8,956 New
TWP
720
TFO Wealth Partners
Ohio
$943K +$798K +9,398 +548%
CHAM
721
Clear Harbor Asset Management
Connecticut
$918K -$2.64K -25 -0.3%
AAM
722
Autus Asset Management
Arizona
$913K +$2.74K +26 +0.3%
CPW
723
Catalyst Private Wealth
California
$911K -$703K -6,662 -44%
SVWAG
724
Sound View Wealth Advisors Group
Georgia
$908K -$628K -5,790 -41%
EWG
725
Executive Wealth Group
Washington
$906K +$6.23K +59 +0.7%
27 28
29
30 31