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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 %
OWM
951
OneAscent Wealth Management
Alabama
$250K – – –
PCIA
952
Prime Capital Investment Advisors
Kansas
$249K -$203K -1,978 -45%
VCM
953
Vivaldi Capital Management
Illinois
$249K -$14.3K -138 -5%
WSWA
954
Warren Street Wealth Advisors
California
$248K -$2.26K -22 -0.9%
CPA
955
Cardiff Park Advisors
California
$247K -$62.4K -609 -20%
MFT
956
Moisand Fitzgerald Tamayo
Florida
$246K -$15.8K -154 -6%
TSA
957
Tri-Star Advisors
Texas
$244K +$5.18K +50 +2%
GWCM
958
Godshalk Welsh Capital Management
Pennsylvania
$241K – – –
LSA
959
Lion Street Advisors
Texas
$241K +$241K +2,349 New
FM
960
Family Management
New York
$240K – – –
CAG
961
Curtis Advisory Group
California
$239K -$1.75K -17 -0.7%
FPGK
962
Financial Partners Group (Kansas)
Kansas
$239K +$5.54K +54 +2%
BF
963
BOK Financial
Oklahoma
$238K +$238K +2,318 New
BTWM
964
Baker Tilly Wealth Management
Wisconsin
$233K -$104K -1,010 -31%
VPIM
965
Vanguard Personalized Indexing Management
California
$231K -$317K -3,089 -58%
TDWM
966
Topel & Distasi Wealth Management
California
$231K +$231K +2,241 New
WT
967
Washington Trust
Rhode Island
$230K – – –
AWM
968
Act Wealth Management
Texas
$230K +$230K +2,238 New
CWS
969
Confluence Wealth Services
Pennsylvania
$229K -$6.76K -66 -3%
ACA
970
Aptus Capital Advisors
Alabama
$228K +$308 +3 +0.1%
LF
971
LifeSteps Financial
California
$228K +$228K +2,221 New
VNIM
972
Vaughan Nelson Investment Management
Texas
$227K – – –
GWANC
973
Guardian Wealth Advisors (North Carolina)
North Carolina
$227K – – –
FPIS
974
Financial Planning & Information Services
Wisconsin
$226K – – –
QCG
975
Quadrant Capital Group
Ohio
$225K +$202K +1,970 +883%
37 38
39
40 41