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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.

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
1
Fidelity Investments
Massachusetts
$2.51B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.25B
3
CSIA
3
Charles Schwab Investment Advisory
California
$457M
4
TF
4
TIAA FSB
Florida
$666M
5
Charles Schwab
5
Charles Schwab
California
$340M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$63.7M
2
CC
2
Centiva Capital
New York
$0
3
ACA
3
Ackerman Capital Advisors
Texas
$0
4
Betterment LLC
4
Betterment LLC
New York
$746M
5
OWM
5
Orgel Wealth Management
Wisconsin
$571K
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$57.3M 538,645 +281,573 +110%
Citigroup
52
Citigroup
New York
$56.9M 535,430 -132,842 -20%
AWM
53
AE Wealth Management
Kansas
$54.2M 509,263 -54,211 -10%
JWA
54
JFS Wealth Advisors
Pennsylvania
$49.8M 468,333 +224,322 +92%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$49.5M 465,814 +131,469 +39%
Nisa Investment Advisors
56
Nisa Investment Advisors
Missouri
$49M 460,818 -49,800 -10%
S
57
SignatureFD
Georgia
$47.3M 444,559 +374,719 +537%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$46.6M 438,382 +213,969 +95%
AL
59
Aspiriant LLC
California
$45.6M 428,272 -12,180 -3%
EWA
60
EP Wealth Advisors
California
$45.3M 425,652 +271,986 +177%
JFGIW
61
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45.2M 425,181 +419,215 +7,027%
MNG
62
Manning & Napier Group
New York
– – – –
MAM
63
Meeder Asset Management
Ohio
$44.7M 420,260 +364,989 +660%
AWA
64
Alaska Wealth Advisors
Alaska
$44.1M 414,868 -45,035 -10%
Lazard Asset Management
65
Lazard Asset Management
New York
– – – –
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$41.2M 387,766 -91,937 -19%
CDIA
67
Capital Directions Investment Advisors
Georgia
$39.1M 367,980 +275,889 +300%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$38.9M 366,177 +104,764 +40%
PFO
69
Pathstone Family Office
New Jersey
$37.9M 355,981 +355,981 New
CAG
70
Crestwood Advisors Group
Massachusetts
$36M 338,922 -350,386 -51%
FCBT
71
First Citizens Bank & Trust
North Carolina
$35.5M 333,921 +62,749 +23%
CAN
72
Cetera Advisor Networks
California
$35.4M 333,062 +170,996 +106%
CI
73
CX Institutional
Indiana
$35.2M 331,003 +225,002 +212%
SW
74
SoFi Wealth
California
$34.9M 328,453 +18,508 +6%
CCA
75
Column Capital Advisors
Indiana
$33.8M 317,423 +123,203 +63%
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