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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 %
PCIA
826
Prime Capital Investment Advisors
Kansas
$469K -$69.6K -654 -13%
LWP
827
Lumature Wealth Partners
Georgia
$467K -$43.6K -410 -9%
RPC
828
Rossmore Private Capital
Connecticut
$465K +$39.4K +370 +9%
ESB
829
Essex Savings Bank
Connecticut
$465K +$39.7K +373 +9%
VCA
830
Verdence Capital Advisors
Maryland
$462K +$1.92K +18 +0.4%
SQA
831
Simon Quick Advisors
New Jersey
$457K +$454K +4,208 +16,185%
ACA
832
Atlas Capital Advisors
Wyoming
$457K +$101K +950 +28%
ZIM
833
Zacks Investment Management
Illinois
$456K +$174K +1,633 +62%
TFA
834
Tobias Financial Advisors
Florida
$455K +$455K +4,276 New
UBV
835
United Bank (Virginia)
Virginia
$455K +$455K +4,281 New
ST
836
Sabal Trust
Florida
$454K – – –
VWM
837
Valley Wealth Managers
New Jersey
$448K +$448K +4,212 New
SRSA
838
S.R. Schill & Associates
Washington
$448K +$448K +4,216 New
SBH
839
Segall Bryant & Hamill
Illinois
$440K -$47.3K -444 -10%
SRC
840
Shufro Rose & Co
New York
$438K +$438K +4,122 New
RW
841
Rede Wealth
Virginia
$437K -$69.9K -657 -14%
C
842
CEDRUS
Colorado
$436K +$216K +2,034 +99%
WCM
843
Windham Capital Management
Massachusetts
$434K -$48.3K -454 -10%
SMC
844
Smith, Moore & Co
Missouri
$429K +$429K +4,033 New
KFI
845
Key Financial Inc
Pennsylvania
$422K -$286K -2,682 -40%
VFA
846
Valeo Financial Advisors
Indiana
$419K -$709K -6,672 -63%
SWM
847
Silverlake Wealth Management
Vermont
$419K -$11.3K -106 -3%
CWM
848
CarsonAllaria Wealth Management
Illinois
$415K -$927K -8,711 -69%
KFS
849
Kelly Financial Services
Massachusetts
$412K -$138K -1,299 -25%
TBWA
850
Three Bridge Wealth Advisors
California
$411K +$174K +1,635 +73%
32 33
34
35 36