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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
$1.56B
2
Bank of America
Bank of America
North Carolina
$2.5B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.13B
4
US Bancorp
US Bancorp
Minnesota
$604M
5
Betterment LLC
Betterment LLC
New York
$1.02B

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$549M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$874M
3
SEI Investments
SEI Investments
Pennsylvania
$381M
4
AC
Allstate Corporation
Illinois
$63.7M
5
Lazard Asset Management
Lazard Asset Management
New York
$8.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
926
Windham Capital Management
Massachusetts
$417K – – –
SWP
927
Summit Wealth Partners
Florida
$414K -$89.3K -846 -18%
GIA
928
Gladstone Institutional Advisory
Florida
$413K -$299K -2,832 -42%
RWM
929
RKL Wealth Management
Pennsylvania
$413K +$1.69K +16 +0.4%
AWM
930
Altus Wealth Management
Kentucky
$410K – – –
ECG
931
Edge Capital Group
Georgia
$409K +$64.9K +615 +19%
EW
932
Evoke Wealth
California
$402K +$386K +3,658 +2,360%
TW
933
TrinityPoint Wealth
Connecticut
$398K -$975K -9,244 -71%
BIA
934
Bell Investment Advisors
California
$398K +$36.3K +344 +10%
TIP
935
Torray Investment Partners
Maryland
$396K – – –
BC
936
Bowman & Company
Wisconsin
$393K +$393K +3,725 New
HS
937
Horan Securities
United States
$391K -$918K -8,696 -70%
WSWA
938
Warren Street Wealth Advisors
California
$386K +$131K +1,238 +51%
HC
939
Hamilton Capital
Ohio
$385K – – –
1832 Asset Management
940
1832 Asset Management
Ontario, Canada
$383K +$383K +3,631 New
SS
941
Sunbelt Securities
Texas
$382K -$666K -6,314 -64%
IIC
942
Ironwood Investment Counsel
Arizona
$378K +$378K +3,579 New
OW
943
Olistico Wealth
Oklahoma
$378K +$378K +3,579 New
BPWM
944
Badgley Phelps Wealth Managers
Washington
$375K +$79.1K +750 +27%
SIC
945
Salem Investment Counselors
North Carolina
$374K – – –
GWM
946
Gray Wealth Management
Maine
$370K -$359K -3,400 -49%
ST
947
Sabal Trust
Florida
$370K – – –
CCT
948
Capital City Trust
Florida
$369K – – –
SIG
949
Spinnaker Investment Group
California
$368K -$10.9K -103 -3%
FVWA
950
Foster Victor Wealth Advisors
South Carolina
$368K -$11M -103,171 -97%
36 37
38
39 40