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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 %
CFD
901
Creative Financial Designs
Indiana
$453K +$453K +4,294 New
CFAM
902
Center For Asset Management
Florida
$453K +$453K +4,294 New
CSWM
903
Cassady Schiller Wealth Management
Ohio
$452K -$790K -7,487 -64%
DAC
904
Dividend Assets Capital
South Carolina
$450K – – –
MWM
905
MorganRosel Wealth Management
Colorado
$448K +$109K +1,032 +32%
SRSA
906
S.R. Schill & Associates
Washington
$445K – – –
FAM
907
Frontier Asset Management
Wyoming
$445K +$445K +4,214 New
WWP
908
Waypoint Wealth Partners
California
$443K – – –
CPG
909
Cornerstone Planning Group
New Jersey
$441K +$441K +4,078 New
SWM
910
Sugarloaf Wealth Management
Georgia
$441K -$313K -2,962 -41%
CAM
911
Covenant Asset Management
New Jersey
$440K +$440K +4,174 New
EIP
912
Ellis Investment Partners
Pennsylvania
$438K +$229K +2,171 +110%
BOSSRA
913
B.O.S.S. Retirement Advisors
Utah
$437K +$437K +4,145 New
OWA
914
Opal Wealth Advisors
New York
$437K +$437K +4,139 New
HCM
915
HMS Capital Management
Tennessee
$436K -$32.9K -312 -7%
AC
916
Anson Capital
Georgia
$436K -$628K -5,946 -59%
HGWM
917
Horst & Graben Wealth Management
Oregon
$436K -$90.7K -860 -17%
SIM
918
Stratos Investment Management
Ohio
$435K -$138K -1,312 -24%
BAWC
919
Boyce & Associates Wealth Consulting
Texas
$434K +$54.3K +515 +14%
SSWM
920
Smith Salley Wealth Management
North Carolina
$431K +$431K +4,081 New
KFI
921
Key Financial Inc
Pennsylvania
$429K – – –
C
922
CEDRUS
Colorado
$429K +$6.54K +62 +2%
SMC
923
Smith, Moore & Co
Missouri
$423K +$1.37K +13 +0.3%
CA
924
Cumberland Advisors
Florida
$423K +$59.1K +560 +16%
ESB
925
Essex Savings Bank
Connecticut
$422K – – –
35 36
37
38 39