MUB icon

iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,126 hedge funds and large institutions have $22.2B invested in iShares National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 451 increasing their positions, 447 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
Holders Change
-26
Holders Change %
-2.26%
% of All Funds
19.47%
Holding in Top 10
96
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.04%
% of All Funds
1.66%
New
101
Increased
451
Reduced
447
Closed
104
Calls
$6.23M
Puts
$30.1M
Net Calls
-$23.8M
Net Calls Change
+$23.6M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$978M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.76B
3
Bank of America
3
Bank of America
North Carolina
$1.83B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$707M
5
FWI
5
Facet Wealth Inc
Maryland
$82.6M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$3.95M
2
TF
2
TIAA FSB
Florida
$292M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$203M
4
Charles Schwab
4
Charles Schwab
California
$43.8M
5
Jane Street
5
Jane Street
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
751
Crewe Advisors
Utah
$583K +$215K +2,097 +59%
SAF
752
Smith Anglin Financial
Texas
$580K -$143K -1,395 -20%
FLPIM
753
F.L. Putnam Investment Management
Massachusetts
$570K -$423K -4,125 -43%
BWM
754
Benchmark Wealth Management
Connecticut
$570K -$93.8K -915 -14%
SCFS
755
S.C. Financial Services
Arizona
$566K +$57.9K +564 +11%
NFG
756
Nations Financial Group
Iowa
$564K -$26.1K -254 -4%
9WM
757
9258 Wealth Management
Ohio
$561K +$208K +2,026 +59%
SIM
758
Stratos Investment Management
Ohio
$557K -$45.2K -441 -8%
LA
759
LexAurum Advisors
Kansas
$551K -$2.87K -28 -0.5%
GSWM
760
Greenup Street Wealth Management
Michigan
$551K +$188K +1,832 +52%
BAG
761
Briggs Advisory Group
Rhode Island
$547K – – –
MCM
762
Maple Capital Management
Vermont
$546K -$17.2K -166 -3%
F
763
F3Logic
Minnesota
$546K +$310K +3,030 +131%
JAG
764
Journey Advisory Group
Kentucky
$544K -$268K -2,615 -33%
FFA
765
Fragasso Financial Advisors
Pennsylvania
$540K +$540K +5,267 New
RHBC
766
R.H. Bluestein & Co
Michigan
$538K +$538K +5,245 New
RPC
767
Rossmore Private Capital
Connecticut
$537K +$88.4K +861 +20%
Neuberger Berman Group
768
Neuberger Berman Group
New York
$533K -$6.76M -65,895 -93%
IC
769
IEQ Capital
California
$532K +$532K +5,185 New
TC
770
Titleist Capital
Texas
$530K -$43.2K -421 -8%
FFA
771
Fi3 Financial Advisors
Indiana
$528K -$1.73M -16,876 -77%
MI
772
Moneywise Inc
Virginia
$528K -$842K -8,204 -61%
NL
773
Navalign LLC
California
$525K +$525K +5,122 New
TIA
774
Traphagen Investment Advisors
New Jersey
$523K +$42.5K +414 +9%
HPWM
775
Highland Private Wealth Management
Washington
$521K -$121K -1,178 -19%
29 30
31
32 33