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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
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 Holding Trade Value Shares
Change 		Shares
Change %
SWM
726
Sugarloaf Wealth Management
Georgia
$696K -$37.9K -356 -5%
LIG
727
Lokken Investment Group
Delaware
$695K +$37.1K +349 +6%
DPI
728
Diversified Portfolios Inc
Michigan
$692K +$33K +310 +5%
MA
729
MCF Advisors
Kentucky
$690K -$1.24M -11,687 -64%
BWM
730
Benchmark Wealth Management
Connecticut
$688K +$48.9K +460 +8%
SFG
731
Sunburst Financial Group
Alabama
$687K +$426K +4,006 +164%
SFC
732
SYM Financial Corp
Indiana
$677K +$676K +6,363 +127,260%
LW
733
Linscomb Wealth
Texas
$668K +$362K +3,410 +119%
HPWM
734
Highland Private Wealth Management
Washington
$666K +$32.3K +304 +5%
SP
735
Successful Portfolios
Florida
$653K -$1.6K -15 -0.2%
IFPL
736
Investments & Financial Planning LLC
Kentucky
$653K +$98.4K +925 +18%
AWM
737
Aries Wealth Management
Maine
$649K +$649K +6,100 New
FIB
738
First Interstate Bank
Montana
$646K +$646K +6,071 New
CPWMP
739
Cardinal Point Wealth Management Partners
California
$638K +$638K +5,999 New
LCC
740
Lincoln Capital Corp
Rhode Island
$637K +$637K +5,989 New
PCMC
741
Private Capital Management (Colorado)
Colorado
$635K – – –
NCM
742
NCM Capital Management
New Jersey
$634K -$323K -3,037 -34%
PFA
743
Professional Financial Advisors
Nebraska
$634K -$260K -2,445 -29%
FWM
744
FFT Wealth Management
Pennsylvania
$634K -$139K -1,311 -18%
MA
745
MBA Advisors
Pennsylvania
$632K +$30.2K +284 +5%
SIM
746
Stratos Investment Management
Ohio
$625K -$146K -1,369 -19%
RWM
747
Rockwood Wealth Management
Pennsylvania
$624K -$61.7K -580 -9%
HIF
748
Hill Island Financial
Michigan
$624K -$493K -4,634 -44%
FA
749
FC Advisory
Pennsylvania
$623K -$1.44M -13,523 -70%
MWM
750
Mattern Wealth Management
Kansas
$623K -$294K -2,764 -32%
28 29
30
31 32