MUB icon

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 %
VHAM
726
Van Hulzen Asset Management
California
$899K +$159K +1,505 +21%
RFN
727
RDA Financial Network
Iowa
$898K -$63.5K -602 -7%
HI
728
Horizon Investments
North Carolina
$897K +$101K +962 +13%
LW
729
Linscomb Wealth
Texas
$894K +$230K +2,180 +35%
HWMG
730
Hurlow Wealth Management Group
Indiana
$891K +$141K +1,333 +19%
IA
731
IFG Advisors
Missouri
$885K -$47.3K -448 -5%
TB
732
Treynor Bancshares
Iowa
$883K -$105K -993 -11%
EAM
733
Evanson Asset Management
California
$883K +$2.32K +22 +0.3%
COCM
734
Charter Oak Capital Management
New Hampshire
$877K -$63.9K -606 -7%
AWA
735
Alta Wealth Advisors
Massachusetts
$875K +$553K +5,241 +171%
FFS
736
Founders Financial Securities
Maryland
$873K +$60K +569 +7%
FNBOO
737
First National Bank of Omaha
Nebraska
$870K +$577K +5,466 +197%
LFAS
738
Level Four Advisory Services
Texas
$869K +$518K +4,911 +148%
KIA
739
KLR Investment Advisors
Rhode Island
$868K +$868K +8,229 New
NB
740
Nicolet Bankshares
Wisconsin
$863K +$131K +1,238 +18%
PCMC
741
Paragon Capital Management (Colorado)
Colorado
$858K -$290K -2,752 -25%
WAM
742
Wakefield Asset Management
Colorado
$852K +$3.17K +30 +0.4%
GWS
743
Glassman Wealth Services
Virginia
$851K – – –
WPWM
744
Windward Private Wealth Management
Kansas
$851K +$364K +3,450 +75%
AG
745
Ascent Group
Virginia
$848K -$136K -1,289 -14%
PWS
746
Paragon Wealth Strategies
Florida
$846K +$846K +8,022 New
PTC
747
Private Trust Company
Ohio
$842K +$208K +1,972 +33%
ST
748
Smithfield Trust
Pennsylvania
$842K +$842K +7,984 New
BAM
749
BTS Asset Management
Massachusetts
$839K -$145K -1,315 -15%
BDFN
750
Bond & Devick Financial Network
Minnesota
$836K -$162K -1,535 -16%
28 29
30
31 32