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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 %
MCM
876
Maple Capital Management
Vermont
$496K -$61.4K -582 -11%
HCM
877
Highview Capital Management
Illinois
$496K +$496K +4,700 New
GLA
878
Good Life Advisors
Pennsylvania
$496K +$496K +4,698 New
CAMV
879
Concord Asset Management (Virginia)
Virginia
$494K -$279K -2,643 -36%
SRC
880
Shufro Rose & Co
New York
$494K +$494K +4,678 New
BTI
881
Blue Trust Inc
Georgia
$488K -$1.71M -16,637 -78%
EIG
882
Ellenbecker Investment Group
Wisconsin
$488K +$97.4K +848 +25%
VWA
883
VERITY Wealth Advisors
United States
$483K +$3.8K +36 +0.8%
PFT
884
Providence First Trust
Arizona
$480K -$349K -3,306 -42%
GAM
885
Gould Asset Management
California
$479K +$255K +2,415 +114%
OIA
886
Optimum Investment Advisors
Illinois
$475K -$48.5K -460 -9%
D
887
Diversified
Delaware
$475K +$475K +4,498 New
FFL
888
Financial Freedom LLC
Ohio
$474K +$474K +4,490 New
KNFPWM
889
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$473K +$473K +4,485 New
BIA
890
Bigelow Investment Advisors
Maine
$473K -$580K -5,499 -55%
CA
891
Calton & Associates
Florida
$472K +$47K +445 +11%
SSC
892
Syverson Strege & Co
Iowa
$471K -$594K -5,632 -56%
RIA
893
Realta Investment Advisors
Delaware
$463K -$18.6K -176 -4%
PRWA
894
Platte River Wealth Advisors
Colorado
$462K +$93.6K +887 +25%
VCA
895
Verdence Capital Advisors
Maryland
$462K -$23.6K -224 -5%
MHS
896
M Holdings Securities
Oregon
$460K -$64K -607 -12%
GT
897
Glenview Trust
Kentucky
$460K -$43.8K -415 -9%
PCA
898
Personal Capital Advisors
California
$458K +$62.2K +589 +16%
AFC
899
AFT Forsyth & Company
Florida
$456K – – –
KPWG
900
KFA Private Wealth Group
Virginia
$455K -$532K -5,038 -54%
34 35
36
37 38