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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 %
KPWS
751
Kestra Private Wealth Services
Texas
$828K -$3.59K -34 -0.4%
DI
752
Diligent Investors
California
$821K +$8.97K +85 +1%
MPCG
753
Matrix Private Capital Group
New York
$814K +$33.6K +318 +4%
PFG
754
PAX Financial Group
Texas
$813K +$6.86K +65 +0.9%
CCB
755
Country Club Bank
Missouri
$813K -$41.7K -395 -5%
CCG
756
Chatham Capital Group
Georgia
$813K -$422K -4,000 -34%
GAM
757
GEM Asset Management
Michigan
$809K +$809K +7,669 New
RPCA
758
Running Point Capital Advisors
California
$809K -$895K -8,486 -53%
AP
759
Adero Partners
California
$795K +$18K +171 +2%
CGFA
760
Colton Groome Financial Advisors
North Carolina
$794K -$161K -1,530 -17%
EWM
761
Executive Wealth Management
Michigan
$789K +$789K +7,475 New
LP
762
LGL Partners
Pennsylvania
$782K +$4.22K +40 +0.5%
LA
763
LexAurum Advisors
Kansas
$772K +$205K +1,943 +36%
RIG
764
RiverFront Investment Group
Virginia
$770K – – –
GWM
765
Geneos Wealth Management
Colorado
$760K -$42.7K -405 -5%
IFA
766
Interactive Financial Advisors
Illinois
$759K +$331K +3,139 +77%
TFM
767
TFC Financial Management
Massachusetts
$751K -$285K -2,703 -28%
TCA
768
Transcend Capital Advisors
New Jersey
$751K +$36.3K +344 +5%
QWM
769
QP Wealth Management
New Jersey
$750K +$750K +7,110 New
HNWAG
770
High Net Worth Advisory Group
Florida
$749K – – –
FFA
771
First Foundation Advisors
California
$741K +$741K +7,024 New
PP
772
PrairieView Partners
Minnesota
$737K -$161K -1,523 -18%
SFWA
773
Summit Financial Wealth Advisors
Louisiana
$737K – – –
WWM
774
Wiser Wealth Management
Georgia
$737K +$66K +625 +10%
MA
775
McBroom & Associates
Nevada
$736K -$343K -3,253 -32%
29 30
31
32 33