MUB icon

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

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$63.7M
2
CC
2
Centiva Capital
New York
$0
3
ACA
3
Ackerman Capital Advisors
Texas
$0
4
Betterment LLC
4
Betterment LLC
New York
$746M
5
OWM
5
Orgel Wealth Management
Wisconsin
$571K
Name Holding Trade Value Shares
Change 		Shares
Change %
RK
951
Rather & Kittrell
Tennessee
$260K -$7.66K -72 -3%
CWM
952
Cahill Wealth Management
Michigan
$260K +$260K +2,446 New
FWM
953
FSA Wealth Management
Massachusetts
$259K -$329K -3,088 -56%
MPWT
954
MassMutual Private Wealth & Trust
Connecticut
$259K -$171K -1,611 -40%
OWM
955
OneAscent Wealth Management
Alabama
$259K – – –
SVCP
956
Silicon Valley Capital Partners
California
$259K +$532 +5 +0.2%
WSWA
957
Warren Street Wealth Advisors
California
$259K +$55.1K +519 +27%
SPFA
958
Summit Place Financial Advisors
New Jersey
$258K -$2.2M -20,725 -90%
SNB
959
Security National Bank
Nebraska
$258K – – –
RWM
960
Ritholtz Wealth Management
New York
$255K -$1.98M -18,623 -89%
OLA
961
Oliver Luxxe Assets
New Jersey
$255K – – –
ACI
962
Alpha Cubed Investments
California
$250K -$372K -3,492 -60%
GWCM
963
Godshalk Welsh Capital Management
Pennsylvania
$250K – – –
KA
964
Kovack Advisors
Florida
$249K -$180K -1,696 -42%
FM
965
Family Management
New York
$249K +$249K +2,340 New
CAG
966
Curtis Advisory Group
California
$249K +$249K +2,343 New
CWS
967
Confluence Wealth Services
Pennsylvania
$248K +$248K +2,303 New
RWA
968
River Wealth Advisors
Pennsylvania
$247K -$90.5K -851 -27%
APW
969
Aurora Private Wealth
New Jersey
$247K -$26.9K -253 -10%
TRIA
970
Trail Ridge Investment Advisors
Colorado
$247K +$247K +2,326 New
F
971
F3Logic
Minnesota
$246K +$425 +4 +0.2%
TSA
972
Tri-Star Advisors
Texas
$246K +$246K +2,307 New
NB
973
Nicolet Bankshares
Wisconsin
$245K -$3.2K -30 -1%
KOC
974
Koss-Olinger Consulting
Florida
$245K – – –
RPWA
975
Regent Peak Wealth Advisors
Georgia
$243K -$186K -1,751 -43%
37 38
39
40 41