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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 %
IA
801
IFG Advisory
Georgia
$677K -$1.09M -10,365 -62%
EWA
802
EverSource Wealth Advisors
Alabama
$675K +$511K +4,844 +312%
PWPS
803
Pinnacle Wealth Planning Services
Ohio
$670K +$670K +6,353 New
HWAM
804
Hennion & Walsh Asset Management
New Jersey
$669K +$4.54K +43 +0.7%
NCM
805
NCM Capital Management
New Jersey
$666K – – –
FMP
806
Financial Management Professionals
Texas
$663K +$663K +6,286 New
HIF
807
Hill Island Financial
Michigan
$657K +$5.17K +49 +0.8%
SAF
808
Smith Anglin Financial
Texas
$655K +$58.5K +554 +10%
UWPG
809
Ullmann Wealth Partners Group
Florida
$655K +$4.43K +42 +0.7%
TC
810
Telemus Capital
Michigan
$652K -$215K -2,014 -25%
SBH
811
Segall Bryant & Hamill
Illinois
$650K +$273K +2,590 +73%
SCA
812
Snowden Capital Advisors
New York
$649K +$649K +6,154 New
TAM
813
Todd Asset Management
Kentucky
$649K -$50.1K -475 -7%
VC
814
Veracity Capital
Georgia
$648K +$125K +1,188 +24%
9WM
815
9258 Wealth Management
Ohio
$643K +$65.3K +619 +11%
FAFN
816
First Affirmative Financial Network
Colorado
$640K -$42.9K -407 -6%
BBWP
817
Beacon Bridge Wealth Partners
Pennsylvania
$640K +$640K +6,068 New
HWM
818
HB Wealth Management
Georgia
$639K +$639K +6,056 New
MPPLM
819
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$639K -$169K -1,597 -21%
FSG
820
Financial Strategies Group
Michigan
$636K -$430K -4,074 -40%
KWM
821
KFG Wealth Management
Indiana
$631K +$631K +5,976 New
NWM
822
Northwest Wealth Management
Iowa
$626K -$89K -843 -12%
ATC
823
Argent Trust Co
Tennessee
$620K +$155K +1,469 +33%
SP
824
Successful Portfolios
Florida
$616K – – –
VCP
825
Verus Capital Partners
Arizona
$610K +$123K +1,167 +25%
31 32
33
34 35