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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,170 hedge funds and large institutions have $19.8B invested in iShares National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 512 increasing their positions, 270 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,170
Holders Change
+155
Holders Change %
+15.27%
% of All Funds
18.07%
Holding in Top 10
90
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+26.76%
% of All Funds
1.39%
New
225
Increased
512
Reduced
270
Closed
52
Calls
$2.89M
Puts
$4.15M
Net Calls
-$1.26M
Net Calls Change
-$468K

Top Buyers

1
Jane Street
1
Jane Street
New York
$221M
2
Creative Planning
2
Creative Planning
Kansas
$1.12B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.2B
4
BlackRock
4
BlackRock
New York
$604M
5
Betterment LLC
5
Betterment LLC
New York
$1.22B

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$0
2
US Bancorp
2
US Bancorp
Minnesota
$315M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$38.5M
4
LIA
4
LBMC Investment Advisors
Tennessee
$816K
5
FSC
5
Full Sail Capital
Oklahoma
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWA
901
Atlas Private Wealth Advisors
New Jersey
$377K -$233K -2,006 -38%
CPA
902
Clear Perspective Advisors
Illinois
$377K +$11.6K +100 +3%
RWA
903
Redhawk Wealth Advisors
Minnesota
$373K +$929 +8 +0.2%
LWA
904
Lenox Wealth Advisors
New York
$373K +$17K +146 +5%
HL
905
HeadInvest LLC
Maine
$372K +$372K +3,199 New
FP
906
Financial Perspectives
Minnesota
$371K -$213K -1,830 -36%
HP
907
HT Partners
Connecticut
$366K – – –
WSFS
908
Wilmington Savings Fund Society
Delaware
$365K – – –
HCA
909
Harbour Capital Advisors
Virginia
$365K +$48.8K +420 +15%
LL
910
LPWM LLC
Minnesota
$364K +$364K +3,131 New
BIA
911
Bell Investment Advisors
California
$362K -$38.6K -332 -10%
BBNB
912
Baker Boyer National Bank
Washington
$362K +$362K +3,113 New
AIC
913
Archer Investment Corporation
Indiana
$360K – – –
LWM
914
Lyell Wealth Management
California
$359K – – –
HW
915
Hamilton Wealth
California
$358K – – –
LFAS
916
Level Four Advisory Services
Texas
$355K +$355K +3,051 New
IAG
917
Investment Advisory Group
Massachusetts
$355K +$355K +3,150 New
BWM
918
Baystate Wealth Management
Massachusetts
$354K +$286K +2,460 +420%
BBA
919
BLB&B Advisors
Pennsylvania
$352K -$174K -1,500 -33%
JIP
920
Jaffetilchin Investment Partners
Florida
$352K +$48.6K +418 +16%
BFPW
921
BOK Financial Private Wealth
Colorado
$352K +$352K +3,024 New
OFG
922
Orcam Financial Group
California
$350K +$350K +3,013 New
GSWM
923
Greenup Street Wealth Management
Michigan
$349K +$349K +3,000 New
FIM
924
Freedom Investment Management
Connecticut
$345K -$14.5K -125 -4%
WFA
925
Wellspring Financial Advisors
Ohio
$345K +$31K +258 +10%
35 36
37
38 39