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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 %
CCM
851
Colorado Capital Management
Colorado
$540K -$321K -3,042 -37%
BWM
852
BerganKDV Wealth Management
Minnesota
$539K +$509K +4,825 +1,705%
BCM
853
Brasada Capital Management
Texas
$538K -$204K -1,931 -27%
FWP
854
Firethorn Wealth Partners
Georgia
$535K +$11.2K +106 +2%
RWA
855
Ropes Wealth Advisors
Massachusetts
$532K – – –
F
856
F3Logic
Minnesota
$530K -$33.6K -318 -6%
GBS
857
Gallagher Benefit Services
Illinois
$530K +$530K +5,025 New
HFAS
858
Hummer Financial Advisory Services
Illinois
$528K – – –
MMG
859
Monetary Management Group
Missouri
$528K +$528K +5,000 New
AWM
860
Aries Wealth Management
Maine
$525K -$95K -900 -15%
WI
861
Wintrust Investments
Illinois
$525K +$15.3K +145 +3%
ACM
862
Antonetti Capital Management
Florida
$524K – – –
FFM
863
Flagstone Financial Management
Nebraska
$524K +$524K +4,963 New
TC
864
Titleist Capital
Texas
$524K -$21.4K -203 -4%
RPSA
865
Richard P. Slaughter Associates
Texas
$522K +$522K +4,944 New
HCM
866
Harvey Capital Management
Florida
$517K – – –
TFA
867
Teamwork Financial Advisors
Texas
$516K -$383K -3,626 -43%
FCA
868
FinTrust Capital Advisors
South Carolina
$516K – – –
BFG
869
Barber Financial Group
Kansas
$514K +$19.6K +186 +4%
MWM
870
Mattern Wealth Management
Kansas
$510K -$24.8K -235 -5%
AFG
871
Altiora Financial Group
Ohio
$506K +$506K +4,800 New
SL
872
Sentinus LLC
Illinois
$506K -$1.5M -14,169 -75%
WCF
873
West Coast Financial
California
$505K -$195K -1,844 -28%
SPA
874
Sentinel Pension Advisors
Massachusetts
$504K +$2.01K +19 +0.4%
CIM
875
Confluence Investment Management
Missouri
$498K -$7.96M -75,391 -94%
33 34
35
36 37