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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
Fidelity Investments
Massachusetts
$2.51B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.25B
3
CSIA
Charles Schwab Investment Advisory
California
$457M
4
TF
TIAA FSB
Florida
$666M
5
Charles Schwab
Charles Schwab
California
$340M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$63.7M
2
CC
Centiva Capital
New York
$0
3
ACA
Ackerman Capital Advisors
Texas
$0
4
Betterment LLC
Betterment LLC
New York
$746M
5
OWM
Orgel Wealth Management
Wisconsin
$571K
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
851
Melone Private Wealth
Michigan
$410K +$320 +3 +0.1%
EW
852
Emerson Wealth
Michigan
$407K – – –
LWM
853
Lyell Wealth Management
California
$407K +$51.1K +480 +14%
WI
854
Wintrust Investments
Illinois
$402K -$11.2K -105 -3%
FSG
855
Financial Strategies Group
Michigan
$402K +$30.9K +291 +8%
TIP
856
Torray Investment Partners
Maryland
$399K – – –
PFGIA
857
Patriot Financial Group Insurance Agency
Massachusetts
$397K +$295K +2,773 +289%
HWM
858
HB Wealth Management
Georgia
$395K -$1.28M -12,023 -76%
SS
859
Sunbelt Securities
Texas
$395K -$53.5K -503 -12%
FPW
860
Flagship Private Wealth
Massachusetts
$393K -$237K -2,226 -38%
FI
861
Financial Insights
Washington
$393K +$393K +3,694 New
SAM
862
Summit Asset Management
Tennessee
$392K -$446K -4,190 -53%
CIC
863
Carnegie Investment Counsel
Ohio
$383K -$281K -2,636 -42%
CA
864
Crewe Advisors
Utah
$381K +$47.9K +450 +14%
BAWC
865
Boyce & Associates Wealth Consulting
Texas
$379K +$2.34K +22 +0.6%
LWA
866
LWS Wealth Advisors
New Jersey
$379K +$379K +3,568 New
SIC
867
Salem Investment Counselors
North Carolina
$378K +$1.28K +12 +0.3%
AWM
868
Accel Wealth Management
Iowa
$378K +$18.3K +170 +5%
GSWM
869
Greenup Street Wealth Management
Michigan
$376K -$83.6K -787 -18%
IF
870
Intrua Financial
Texas
$376K -$27.7K -261 -7%
CSIC
871
Clifford Swan Investment Counsel
California
$373K +$373K +3,506 New
PRWA
872
Platte River Wealth Advisors
Colorado
$372K -$5.2M -48,847 -93%
CCT
873
Capital City Trust
Florida
$372K – – –
WC
874
Whitney & Co
New York
$371K -$319K -2,997 -46%
MFG
875
Monumental Financial Group
Maryland
$371K -$29.3K -276 -7%
33 34
35
36 37