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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 %
FWIA
901
Fort Washington Investment Advisors
Ohio
$311K +$20.5K +200 +7%
GJIC
902
Gamble Jones Investment Counsel
California
$307K -$451K -4,400 -59%
CFS
903
CRA Financial Services
New Jersey
$304K -$386K -3,769 -56%
WTB
904
Washington Trust Bank
Washington
$304K – – –
VWM
905
Valley Wealth Managers
New Jersey
$302K -$131K -1,275 -30%
LWP
906
Laurel Wealth Planning
Minnesota
$302K +$46.4K +452 +18%
IBOK
907
Independence Bank of Kentucky
Kentucky
$300K -$11.4K -111 -4%
CTA
908
Colonial Trust Advisors
South Carolina
$299K +$299K +2,917 New
WIM
909
WealthPlan Investment Management
Nebraska
$293K +$293K +2,748 New
KIG
910
Kowal Investment Group
Wisconsin
$292K -$53.8K -524 -16%
ZIM
911
Zacks Investment Management
Illinois
$291K -$148K -1,444 -34%
AWM
912
Avaii Wealth Management
Wisconsin
$290K +$290K +2,826 New
CPIG
913
Chicago Partners Investment Group
Illinois
$289K -$196K -1,927 -40%
RFG
914
Range Financial Group
Oregon
$289K -$62.6K -610 -18%
BPWM
915
Badgley Phelps Wealth Managers
Washington
$287K – – –
FNBOO
916
First National Bank of Omaha
Nebraska
$285K -$53.8K -525 -16%
PWW
917
Pettyjohn Wood & White
Virginia
$285K -$34.2K -333 -11%
SFG
918
SevenBridge Financial Group
Pennsylvania
$284K -$17.7K -173 -6%
SCA
919
St. Clair Advisors
Ohio
$284K +$1.54K +15 +0.5%
Marshall Wace
920
Marshall Wace
United Kingdom
$283K -$872K -8,500 -75%
VWA
921
V Wealth Advisors
Kansas
$283K -$3.8K -37 -1%
SAM
922
Summit Asset Management
Tennessee
$282K -$95.9K -935 -25%
AWMS
923
Advocacy Wealth Management Services
Georgia
$280K +$3.73K +36 +1%
RF
924
RHS Financial
California
$277K -$17.2K -167 -6%
VCM
925
Vigilant Capital Management
Maine
$277K +$170K +1,650 +158%
35 36
37
38 39