MUB icon

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 %
BG
826
Benedetti & Gucer
Georgia
$610K -$538K -5,098 -47%
AWM
827
Accurate Wealth Management
Florida
$607K +$607K +5,678 New
RC
828
Roundview Capital
New Jersey
$605K -$14.2K -135 -2%
FHA
829
Flagship Harbor Advisors
Massachusetts
$605K +$263K +2,495 +77%
NCM
830
Northwest Capital Management
Oregon
$601K +$197K +1,869 +49%
SFWC
831
Strategic Family Wealth Counselors
New Jersey
$600K +$600K +5,689 New
WFA
832
West Financial Advisors
Iowa
$591K -$33.3M -315,780 -98%
CFG
833
Cooper Financial Group
California
$585K +$585K +5,540 New
CCFM
834
Clear Creek Financial Management
Washington
$582K +$325K +3,083 +127%
FAM
835
Flaharty Asset Management
Florida
$582K -$26.9K -255 -4%
FFA
836
Fi3 Financial Advisors
Indiana
$581K +$37.8K +358 +7%
NFG
837
Nations Financial Group
Iowa
$581K +$1.16K +11 +0.2%
AAS
838
Ameritas Advisory Services
Nebraska
$574K -$227K -2,150 -28%
EFG
839
Erickson Financial Group
Pennsylvania
$571K -$290K -2,751 -34%
CWA
840
Canvas Wealth Advisors
Kansas
$570K +$21.5K +199 +4%
ASFA
841
All Season Financial Advisors
Colorado
$570K +$570K +5,399 New
TAM
842
TCP Asset Management
Ohio
$569K +$569K +5,396 New
FCA
843
FLC Capital Advisors
California
$567K +$213K +2,018 +60%
LHC
844
Little House Capital
Massachusetts
$565K +$52.8K +500 +10%
BAG
845
Briggs Advisory Group
Rhode Island
$563K – – –
AI
846
Accredited Investors
Minnesota
$554K +$230K +2,180 +71%
SQA
847
Simon Quick Advisors
New Jersey
$548K +$102K +962 +23%
CF
848
Centaurus Financial
California
$547K -$316K -2,994 -37%
WCFA
849
Walkner Condon Financial Advisors
Wisconsin
$543K -$1.12M -10,588 -67%
WCG
850
Wall Capital Group
Arizona
$541K +$3K +28 +0.6%
32 33
34
35 36