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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 %
RC
751
Roundview Capital
New Jersey
$623K +$222K +2,092 +56%
PWMAG
752
Pinnacle Wealth Management Advisory Group
New Jersey
$622K -$232K -2,180 -27%
VC
753
Veracity Capital
Georgia
$616K -$651K -6,115 -51%
NFG
754
Nations Financial Group
Iowa
$611K -$406K -3,819 -40%
CCFM
755
Clear Creek Financial Management
Washington
$609K +$609K +5,722 New
CAL
756
Capital Advisors Ltd
Ohio
$603K +$93.8K +882 +18%
SFP
757
Sandbox Financial Partners
Maryland
$602K -$95.8K -900 -14%
W
758
WealthOne
New York
$602K +$1.91K +18 +0.3%
GT
759
Glenview Trust
Kentucky
$600K – – –
SIC
760
Sterling Investment Counsel
New York
$600K +$600K +5,640 New
VVP
761
Venture Visionary Partners
Ohio
$595K -$71.2K -669 -11%
TC
762
Titleist Capital
Texas
$594K -$313K -2,941 -34%
Kovitz Investment Group Partners
763
Kovitz Investment Group Partners
Illinois
$591K -$644K -6,055 -52%
SPI
764
Sutton Place Investors
New York
$590K +$212K +1,994 +56%
FAM
765
Flaharty Asset Management
Florida
$588K +$2.13K +20 +0.4%
LFS
766
Legacy Financial Strategies
Kansas
$587K -$3.19M -29,942 -84%
GIA
767
Gladstone Institutional Advisory
Florida
$587K -$282K -2,652 -32%
MCM
768
Maple Capital Management
Vermont
$579K +$53.2K +501 +10%
LA
769
LexAurum Advisors
Kansas
$575K +$124K +1,161 +27%
OWM
770
Orgel Wealth Management
Wisconsin
$571K -$55.2M -518,462 -99%
VPIM
771
Vanguard Personalized Indexing Management
California
$568K +$318K +2,988 +127%
BCP
772
Blue Chip Partners
Michigan
$567K -$2.05M -19,239 -78%
BAG
773
Briggs Advisory Group
Rhode Island
$567K – – –
TTWM
774
TCV Trust & Wealth Management
Virginia
$563K +$68.6K +645 +14%
CFA
775
Capstone Financial Advisors
Illinois
$561K +$561K +5,274 New
29 30
31
32 33