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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,152 hedge funds and large institutions have $23.5B invested in iShares National Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 407 increasing their positions, 488 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
-6
Holders Change %
-0.52%
% of All Funds
19.48%
Holding in Top 10
98
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.11%
% of All Funds
1.66%
New
128
Increased
407
Reduced
488
Closed
122
Calls
$5.42M
Puts
$52.9M
Net Calls
-$47.4M
Net Calls Change
-$37M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.51B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.25B
3
CSIA
Charles Schwab Investment Advisory
California
$457M
4
TF
TIAA FSB
Florida
$666M
5
Charles Schwab
Charles Schwab
California
$340M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$63.7M
2
CC
Centiva Capital
New York
$0
3
ACA
Ackerman Capital Advisors
Texas
$0
4
Betterment LLC
Betterment LLC
New York
$746M
5
OWM
Orgel Wealth Management
Wisconsin
$571K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
926
Freedom Investment Management
Connecticut
$303K -$4.36K -41 -1%
FWIA
927
Fort Washington Investment Advisors
Ohio
$301K – – –
RFN
928
RDA Financial Network
Iowa
$298K -$63.7K -600 -18%
BPWM
929
Badgley Phelps Wealth Managers
Washington
$298K +$298K +2,800 New
VWA
930
V Wealth Advisors
Kansas
$297K -$38.9K -366 -12%
CAMG
931
CWA Asset Management Group
Florida
$295K +$295K +2,772 New
SCA
932
St. Clair Advisors
Ohio
$292K +$292K +2,750 New
MA
933
MAS Advisors
Florida
$286K -$318 -3 -0.1%
MP
934
McDonald Partners
Ohio
$286K – – –
AWMS
935
Advocacy Wealth Management Services
Georgia
$284K +$151K +1,423 +114%
VIA
936
Vident Investment Advisory
Georgia
$282K -$43.6K -410 -13%
C1AG
937
Client 1st Advisory Group
Florida
$281K -$601K -5,646 -68%
FPCG
938
Forum Private Client Group
Indiana
$280K +$19.7K +185 +8%
GBWM
939
Granite Bay Wealth Management
New Hampshire
$277K – – –
MAG
940
MRA Advisory Group
New Jersey
$274K – – –
MFT
941
Moisand Fitzgerald Tamayo
Florida
$272K -$5.74K -54 -2%
WW
942
Westshore Wealth
California
$271K -$76.4K -719 -22%
VCM
943
Vivaldi Capital Management
Illinois
$271K – – –
BMCM
944
Bryn Mawr Capital Management
Pennsylvania
$270K – – –
WSFS
945
Wilmington Savings Fund Society
Delaware
$267K -$92.7K -870 -26%
CAP
946
Columbia Advisory Partners
Washington
$265K -$215K -2,028 -45%
LWP
947
Laurel Wealth Planning
Minnesota
$265K +$14.6K +137 +6%
I
948
IMPACTfolio
Colorado
$263K -$5.92M -55,725 -96%
EF
949
Exeter Financial
Arizona
$261K – – –
DIP
950
DT Investment Partners
Pennsylvania
$260K -$13.3M -125,080 -98%
36 37
38
39 40