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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 %
MW
776
MBL Wealth
North Carolina
$733K -$1.75M -16,579 -70%
PG
777
Patten Group
Tennessee
$732K -$438K -4,154 -37%
IFPL
778
Investments & Financial Planning LLC
Kentucky
$731K +$731K +6,932 New
SW
779
SMART Wealth
Nebraska
$731K +$731K +6,930 New
IWP
780
Innova Wealth Partners
Pennsylvania
$730K -$224K -2,126 -23%
PWP
781
Perfromance Wealth Partners
Illinois
$729K -$2.11K -20 -0.3%
MFGP
782
Marshall Financial Group (Pennsylvania)
Pennsylvania
$727K +$32.2K +305 +5%
SSW
783
Stone Summit Wealth
Florida
$724K -$75.9K -719 -9%
RB
784
Renasant Bank
Mississippi
$721K – – –
SWM
785
Spire Wealth Management
Virginia
$716K -$22.3K -211 -3%
SFP
786
Sandbox Financial Partners
Maryland
$714K +$90.9K +861 +15%
GAB
787
German American Bancorp
Indiana
$712K -$8.89M -84,222 -93%
VPP
788
Vertex Planning Partners
Illinois
$709K +$709K +6,716 New
FLPIM
789
F.L. Putnam Investment Management
Massachusetts
$708K +$122K +1,154 +21%
PCMC
790
Private Capital Management (Colorado)
Colorado
$707K +$707K +6,701 New
NCM
791
Noesis Capital Mangement
Florida
$705K – – –
CPSC
792
Carl P. Sherr & Co
Massachusetts
$704K -$821K -7,785 -54%
ODG
793
O'Dell Group
Ohio
$698K -$1.79K -17 -0.3%
R
794
Rebalance
California
$698K +$698K +6,613 New
BZWA
795
Blue Zone Wealth Advisors
California
$694K -$68.6K -650 -9%
RPC
796
Rossmore Private Capital
Connecticut
$693K +$177K +1,787 +34%
KP
797
Keel Point
Alabama
$692K -$71.8K -680 -9%
IWM
798
Integris Wealth Management
California
$687K +$687K +6,508 New
SWM
799
SeaCrest Wealth Management
New York
$686K -$66.5K -630 -9%
First Trust Advisors
800
First Trust Advisors
Illinois
$684K -$219K -2,077 -24%
30 31
32
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