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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 %
TFM
776
TFC Financial Management
Massachusetts
$558K +$545K +5,124 +4,235%
PFG
777
PAX Financial Group
Texas
$557K +$57.6K +541 +12%
CA
778
Calton & Associates
Florida
$556K -$895K -8,422 -62%
HCM
779
Harvey Capital Management
Florida
$553K – – –
VCP
780
Verus Capital Partners
Arizona
$550K +$76.2K +716 +16%
HWAM
781
Hennion & Walsh Asset Management
New Jersey
$548K -$109K -1,029 -17%
LL
782
LPWM LLC
Minnesota
$542K -$493K -4,619 -48%
SAS
783
Sanford Advisory Services
Michigan
$542K +$744 +7 +0.1%
LHWM
784
Lake Hills Wealth Management
Texas
$541K -$1.27M -11,954 -70%
MYIA
785
Mount Yale Investment Advisors
Colorado
$540K -$100K -940 -16%
WA
786
Wealth Architects
California
$539K +$539K +5,064 New
BFC
787
Blue Fin Capital
Rhode Island
$537K – – –
WAL
788
W Advisors LLC
Tennessee
$532K -$1.54M -14,421 -74%
HFAS
789
Hummer Financial Advisory Services
Illinois
$532K – – –
HGWM
790
Horst & Graben Wealth Management
Oregon
$528K -$42.9K -404 -8%
OIA
791
Optimum Investment Advisors
Illinois
$528K – – –
ACM
792
Antonetti Capital Management
Florida
$528K – – –
BHWM
793
Bar Harbor Wealth Management
New Hampshire
$528K +$57.3K +539 +12%
SCFS
794
S.C. Financial Services
Arizona
$526K -$192K -1,805 -27%
AFC
795
AFT Forsyth & Company
Florida
$522K -$63.8K -600 -11%
CPIG
796
Chicago Partners Investment Group
Illinois
$518K +$71.4K +657 +16%
SSW
797
Stone Summit Wealth
Florida
$516K -$176K -1,657 -25%
AWM
798
Altus Wealth Management
Kentucky
$515K -$1.25M -11,751 -71%
WAM
799
Wakefield Asset Management
Colorado
$512K +$72.9K +685 +17%
RIA
800
Realta Investment Advisors
Delaware
$508K -$466K -4,373 -48%
30 31
32
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