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

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$0
2
US Bancorp
2
US Bancorp
Minnesota
$315M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$38.5M
4
LIA
4
LBMC Investment Advisors
Tennessee
$816K
5
FSC
5
Full Sail Capital
Oklahoma
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
826
Carroll Financial Associates
North Carolina
$503K +$216K +1,853 +75%
CPA
827
Cardiff Park Advisors
California
$503K +$503K +4,323 New
CAP
828
Columbia Advisory Partners
Washington
$500K +$500K +4,297 New
FHA
829
Flagship Harbor Advisors
Massachusetts
$498K -$150K -1,289 -23%
T. Rowe Price Associates
830
T. Rowe Price Associates
Maryland
$497K -$145K -1,245 -23%
ST
831
Sabal Trust
Florida
$497K +$50K +430 +11%
HPC
832
HM Payson & Co
Maine
$491K +$491K +4,223 New
SW
833
Simplicity Wealth
New Jersey
$488K +$488K +4,196 New
SS
834
Sunbelt Securities
Texas
$486K -$284K -2,505 -37%
AIA
835
Avalon Investment & Advisory
Texas
$485K -$1.13M -9,724 -70%
AA
836
ACT Advisors
North Carolina
$485K -$18K -155 -4%
SWM
837
Sanctuary Wealth Management
Idaho
$485K +$14.2K +122 +3%
STA
838
Summit Trail Advisors
New York
$482K +$482K +4,143 New
WAM
839
Wakefield Asset Management
Colorado
$480K +$97.6K +840 +26%
DHGWA
840
Dixon Hughes Goodman Wealth Advisors
North Carolina
$479K +$479K +4,124 New
SWA
841
Sutton Wealth Advisors
Florida
$475K -$107K -916 -18%
DHFB
842
Dixon Hubard Feinour & Brown
Virginia
$473K -$18.6K -160 -4%
RPWA
843
Regent Peak Wealth Advisors
Georgia
$472K – – –
VCA
844
Verdence Capital Advisors
Maryland
$472K +$2.68K +23 +0.6%
MYIA
845
Mount Yale Investment Advisors
Colorado
$472K +$472K +4,063 New
SWM
846
Silverlake Wealth Management
Vermont
$470K +$470K +4,044 New
MPW
847
MA Private Wealth
California
$466K – – –
AWM
848
Avondale Wealth Management
Texas
$465K -$116K -1,000 -20%
NCM
849
NCM Capital Management
New Jersey
$465K +$465K +3,999 New
KA
850
Kovack Advisors
Florida
$464K +$53.4K +459 +13%
32 33
34
35 36