MUB icon

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 %
WWM
801
Wiser Wealth Management
Georgia
$506K -$577K -5,426 -53%
SPA
802
Sentinel Pension Advisors
Massachusetts
$505K +$1.17K +11 +0.2%
TFA
803
Teamwork Financial Advisors
Texas
$504K +$104K +977 +26%
AP
804
Adero Partners
California
$503K -$290K -2,709 -37%
TWP
805
TFO Wealth Partners
Ohio
$502K +$184K +1,728 +58%
TIA
806
Traphagen Investment Advisors
New Jersey
$499K -$125K -1,178 -20%
CCM
807
Condor Capital Management
New Jersey
$495K -$6.84M -64,262 -93%
HCM
808
Hollencrest Capital Management
California
$494K -$1.53M -14,386 -76%
MHS
809
M Holdings Securities
Oregon
$494K -$364K -3,416 -42%
BOTW
810
Bank of the West
California
$494K +$494K +4,648 New
AWA
811
Arkadios Wealth Advisors
Georgia
$492K +$638 +6 +0.1%
BAM
812
BTS Asset Management
Massachusetts
$491K +$6.49K +61 +1%
AHC
813
Anderson Hoagland & Co
Missouri
$487K -$19.1K -179 -4%
ATC
814
Argent Trust Co
Tennessee
$486K -$61.5K -578 -11%
PPW
815
Pinnacle Private Wealth
Massachusetts
$485K – – –
MA
816
MONECO Advisors
Connecticut
$483K -$94.2K -885 -16%
SWP
817
Summit Wealth Partners
Florida
$483K -$774K -7,279 -62%
DHFB
818
Dixon Hubard Feinour & Brown
Virginia
$481K – – –
LHC
819
Little House Capital
Massachusetts
$480K -$58.9K -553 -11%
VWA
820
VERITY Wealth Advisors
United States
$480K +$2.23K +21 +0.5%
EIG
821
Ellenbecker Investment Group
Wisconsin
$478K +$105K +992 +28%
AL
822
ADE LLC
Maryland
$476K – – –
HCM
823
HMS Capital Management
Tennessee
$473K -$478K -4,496 -50%
LSPW
824
Lake Street Private Wealth
Illinois
$472K -$1.3M -12,249 -73%
PB
825
Pinnacle Bancorp
Nebraska
$471K -$17.4K -163 -4%
31 32
33
34 35