MUB icon

iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,170 hedge funds and large institutions have $19.8B invested in iShares National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 512 increasing their positions, 270 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,170
Holders Change
+155
Holders Change %
+15.27%
% of All Funds
18.07%
Holding in Top 10
90
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+26.76%
% of All Funds
1.39%
New
225
Increased
512
Reduced
270
Closed
52
Calls
$2.89M
Puts
$4.15M
Net Calls
-$1.26M
Net Calls Change
-$468K

Top Buyers

1
Jane Street
Jane Street
New York
$221M
2
Creative Planning
Creative Planning
Kansas
$1.12B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.2B
4
BlackRock
BlackRock
New York
$604M
5
Betterment LLC
Betterment LLC
New York
$1.22B

Top Sellers

1
Barclays
Barclays
United Kingdom
$0
2
US Bancorp
US Bancorp
Minnesota
$315M
3
Lazard Asset Management
Lazard Asset Management
New York
$38.5M
4
LIA
LBMC Investment Advisors
Tennessee
$816K
5
FSC
Full Sail Capital
Oklahoma
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMI
801
Clare Market Investments
Texas
$552K +$19.4K +167 +4%
TTWM
802
TCV Trust & Wealth Management
Virginia
$552K -$185K -1,595 -25%
MWM
803
Minot Wealth Management
Massachusetts
$552K – – –
AIM
804
Acropolis Investment Management
Missouri
$550K -$3.25K -28 -0.6%
SPA
805
Sentinel Pension Advisors
Massachusetts
$550K +$11.4K +98 +2%
BHWM
806
Bar Harbor Wealth Management
New Hampshire
$549K -$168K -1,444 -23%
RW
807
Rede Wealth
Virginia
$549K +$8.84K +76 +2%
FPCP
808
Fort Point Capital Partners
California
$548K -$1.16M -9,947 -68%
CWM
809
Chesapeake Wealth Management
Virginia
$548K -$58.7K -505 -10%
KFS
810
Kelly Financial Services
Massachusetts
$541K +$111K +958 +26%
RC
811
Roundview Capital
New Jersey
$540K +$6.51K +56 +1%
LWP
812
Lumature Wealth Partners
Georgia
$534K -$679K -5,840 -56%
SWMG
813
Signature Wealth Management Group
Georgia
$533K +$3.49K +30 +0.7%
PCMC
814
Private Capital Management (Colorado)
Colorado
$531K +$327K +2,815 +161%
BAM
815
BTS Asset Management
Massachusetts
$530K +$105K +902 +25%
WCM
816
Windham Capital Management
Massachusetts
$527K – – –
PFG
817
PAX Financial Group
Texas
$523K +$33.5K +288 +7%
CBFP
818
Cedar Brook Financial Partners
Ohio
$522K +$81.1K +698 +18%
CCP
819
Corient Capital Partners
California
$521K – – –
VWA
820
VERITY Wealth Advisors
United States
$521K +$3.02K +26 +0.6%
HH
821
Hilltop Holdings
Texas
$520K – – –
AL
822
ADE LLC
Maryland
$520K – – –
RFN
823
RDA Financial Network
Iowa
$518K -$484K -4,161 -48%
ZB
824
Zions Bancorporation
Utah
$516K +$516K +4,434 New
FFM
825
Forum Financial Management
Illinois
$510K +$510K +4,386 New
31 32
33
34 35