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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 %
KFS
851
Kelly Financial Services
Massachusetts
$370K -$27.1K -264 -7%
BAWC
852
Boyce & Associates Wealth Consulting
Texas
$369K +$3.79K +37 +1%
SIG
853
Spinnaker Investment Group
California
$369K +$22.1K +215 +6%
SBH
854
Segall Bryant & Hamill
Illinois
$366K -$57.5K -561 -14%
MSFS
855
Main Street Financial Solutions
Pennsylvania
$365K +$11K +107 +3%
PWMAG
856
Pinnacle Wealth Management Advisory Group
New Jersey
$363K -$237K -2,310 -39%
SIC
857
Salem Investment Counselors
North Carolina
$363K -$1.23K -12 -0.3%
TFA
858
Tobias Financial Advisors
Florida
$360K -$79.2K -771 -18%
ST
859
Sabal Trust
Florida
$360K -$77.9K -760 -18%
CT
860
Colonial Trust
South Carolina
$360K +$360K +3,509 New
PRWA
861
Platte River Wealth Advisors
Colorado
$359K – – –
CCT
862
Capital City Trust
Florida
$359K – – –
AWM
863
Accel Wealth Management
Iowa
$358K -$6.11K -59 -2%
BFA
864
Beacon Financial Advisory
Ohio
$357K -$370K -3,602 -51%
LWM
865
Lyell Wealth Management
California
$357K -$34.8K -340 -9%
CWM
866
Chemistry Wealth Management
New York
$357K – – –
CA
867
Cumberland Advisors
Florida
$354K +$126K +1,225 +55%
BIA
868
Bell Investment Advisors
California
$352K +$169K +1,648 +93%
AFS
869
Axiom Financial Strategies
Indiana
$350K -$10.4M -101,618 -97%
EIG
870
Ellenbecker Investment Group
Wisconsin
$348K -$113K -1,100 -24%
CWM
871
CarsonAllaria Wealth Management
Illinois
$346K -$54.5K -531 -14%
HCA
872
Horan Capital Advisors
Ohio
$346K +$346K +3,370 New
FCA
873
FLC Capital Advisors
California
$344K -$340K -3,314 -50%
CAM
874
Cozad Asset Management
Illinois
$344K +$344K +3,355 New
LMKC
875
L.M. Kohn & Company
Ohio
$342K – – –
33 34
35
36 37