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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 %
WC
826
Whitney & Co
New York
$418K +$61K +595 +17%
VVP
827
Venture Visionary Partners
Ohio
$417K -$156K -1,521 -27%
IFA
828
Interactive Financial Advisors
Illinois
$416K +$402K +3,916 +2,817%
CA
829
Calton & Associates
Florida
$413K -$123K -1,201 -23%
C
830
CEDRUS
Colorado
$411K -$9.64K -94 -2%
HCM
831
Hollencrest Capital Management
California
$410K -$66K -644 -14%
ESB
832
Essex Savings Bank
Connecticut
$410K -$38.2K -373 -9%
SMC
833
Smith, Moore & Co
Missouri
$410K -$3.59K -35 -0.9%
WCM
834
Windham Capital Management
Massachusetts
$405K -$13K -127 -3%
SWM
835
Silverlake Wealth Management
Vermont
$404K – – –
RWM
836
RKL Wealth Management
Pennsylvania
$400K +$59K +575 +17%
AWM
837
Altus Wealth Management
Kentucky
$399K -$98.1K -955 -20%
MPW
838
Melone Private Wealth
Michigan
$398K +$207 +2 +0.1%
NCM
839
Northwest Capital Management
Oregon
$393K +$98.1K +956 +33%
GIM
840
Greenwich Investment Management
Connecticut
$387K -$525K -5,125 -58%
VFA
841
Valeo Financial Advisors
Indiana
$387K -$17.7K -172 -4%
TIP
842
Torray Investment Partners
Maryland
$385K – – –
PCA
843
Personal Capital Advisors
California
$385K +$30.6K +299 +9%
IIM
844
InTrack Investment Management
Vermont
$382K +$382K +3,726 New
FPW
845
Flagship Private Wealth
Massachusetts
$381K +$2.05K +20 +0.5%
FWM
846
FFT Wealth Management
Pennsylvania
$380K -$231K -2,255 -38%
BHWM
847
Bar Harbor Wealth Management
New Hampshire
$379K -$131K -1,275 -26%
PWM
848
PBMares Wealth Management
Virginia
$376K +$376K +3,670 New
HC
849
Hamilton Capital
Ohio
$375K +$375K +3,652 New
TGAM
850
TBH Global Asset Management
Tennessee
$372K -$485K -4,735 -57%
32 33
34
35 36