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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
1
Charles Schwab Investment Advisory
California
$978M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.76B
3
Bank of America
3
Bank of America
North Carolina
$1.83B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$707M
5
FWI
5
Facet Wealth Inc
Maryland
$82.6M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$3.95M
2
TF
2
TIAA FSB
Florida
$292M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$203M
4
Charles Schwab
4
Charles Schwab
California
$43.8M
5
Jane Street
5
Jane Street
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
801
Barber Financial Group
Kansas
$481K +$142K +1,387 +42%
VCP
802
Verus Capital Partners
Arizona
$473K -$57K -556 -11%
WPWM
803
Windward Private Wealth Management
Kansas
$473K +$473K +4,613 New
VCA
804
Verdence Capital Advisors
Maryland
$472K +$27.1K +264 +6%
RIA
805
Realta Investment Advisors
Delaware
$469K -$20.4K -199 -4%
MA
806
MBA Advisors
Pennsylvania
$468K -$142K -1,380 -23%
VWA
807
VERITY Wealth Advisors
United States
$466K +$2.46K +24 +0.5%
AL
808
ADE LLC
Maryland
$459K – – –
HCM
809
HMS Capital Management
Tennessee
$456K – – –
LSPW
810
Lake Street Private Wealth
Illinois
$456K +$103 +1 +0%
MC
811
Moors & Cabot
Massachusetts
$455K +$123K +1,197 +37%
ATC
812
Argent Trust Co
Tennessee
$452K -$16.4K -160 -4%
BCP
813
Blue Chip Partners
Michigan
$449K -$97.4K -950 -18%
TBWA
814
Three Bridge Wealth Advisors
California
$448K +$51.3K +500 +13%
AFC
815
AFT Forsyth & Company
Florida
$443K -$60.5K -590 -12%
AHC
816
Anderson Hoagland & Co
Missouri
$442K -$25.3K -247 -5%
DAC
817
Dividend Assets Capital
South Carolina
$438K -$565K -5,500 -56%
WHCI
818
W.H. Cornerstone Investments
Massachusetts
$437K +$437K +4,221 New
Nomura Asset Management
819
Nomura Asset Management
Japan
$435K +$435K +4,245 New
SQA
820
Simon Quick Advisors
New Jersey
$434K – – –
SRSA
821
S.R. Schill & Associates
Washington
$432K – – –
WWP
822
Waypoint Wealth Partners
California
$431K -$806K -7,850 -65%
KFI
823
Key Financial Inc
Pennsylvania
$429K +$22.7K +221 +6%
AFS
824
AFG Fiduciary Services
Massachusetts
$424K +$122K +1,190 +40%
RW
825
Rede Wealth
Virginia
$422K – – –
31 32
33
34 35