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

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.95M
2
TF
TIAA FSB
Florida
$292M
3
Fisher Asset Management
Fisher Asset Management
Washington
$203M
4
Charles Schwab
Charles Schwab
California
$43.8M
5
Jane Street
Jane Street
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
776
Welch & Forbes
Massachusetts
$521K +$521K +5,080 New
MWM
777
Mattern Wealth Management
Kansas
$520K -$80.5K -785 -13%
WCG
778
Wall Capital Group
Arizona
$518K +$518K +5,014 New
RWA
779
Ropes Wealth Advisors
Massachusetts
$517K +$517K +5,042 New
CWA
780
Canvas Wealth Advisors
Kansas
$516K -$1.93M -18,969 -79%
HFAS
781
Hummer Financial Advisory Services
Illinois
$513K – – –
HGWM
782
Horst & Graben Wealth Management
Oregon
$512K +$2.77K +27 +0.5%
MHS
783
M Holdings Securities
Oregon
$510K +$33.4K +325 +7%
FWP
784
Firethorn Wealth Partners
Georgia
$509K -$724K -7,069 -59%
ACM
785
Antonetti Capital Management
Florida
$509K – – –
OIA
786
Optimum Investment Advisors
Illinois
$509K – – –
DPI
787
Diversified Portfolios Inc
Michigan
$508K -$160K -1,554 -24%
VC
788
Veracity Capital
Georgia
$508K -$85.9K -837 -14%
FCA
789
FinTrust Capital Advisors
South Carolina
$506K +$503K +4,861 +17,361%
BMCM
790
Bryn Mawr Capital Management
Pennsylvania
$505K +$245K +2,391 +94%
HCM
791
Harvey Capital Management
Florida
$502K -$30.7K -300 -6%
SCA
792
Spearhead Capital Advisors
Florida
$501K +$294K +2,869 +142%
SAG
793
Spotlight Asset Group
Illinois
$500K +$500K +4,900 New
LHC
794
Little House Capital
Massachusetts
$498K +$35.1K +342 +8%
HF
795
HRT Financial
New York
$497K +$497K +4,849 New
WI
796
Wintrust Investments
Illinois
$495K +$108K +1,052 +28%
MCA
797
MSH Capital Advisors
Arizona
$494K +$494K +4,818 New
SWP
798
Summit Wealth Partners
Florida
$490K +$24K +234 +5%
GT
799
Glenview Trust
Kentucky
$489K -$88.9K -868 -15%
SPA
800
Sentinel Pension Advisors
Massachusetts
$488K +$1.23K +12 +0.3%
30 31
32
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