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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SP
76
Symmetry Partners
Connecticut
$33.1M 311,311 +13,178 +4%
CG
77
Colony Group
Massachusetts
$32.1M 301,957 +266,994 +764%
Franklin Resources
78
Franklin Resources
California
$32.1M 301,688 -75,383 -20%
BPA
79
Beacon Pointe Advisors
California
$31.9M 300,080 -124,451 -29%
APP
80
Avantax Planning Partners
Iowa
$31.4M 295,102 +75,149 +34%
CW
81
Connectus Wealth
Ohio
$30.2M 283,809 +74,567 +36%
1WM
82
1900 Wealth Management
Texas
$29.7M 278,783 -70,114 -20%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$29.6M 278,015 -9,682 -3%
RVPG
84
Relative Value Partners Group
$29.4M 272,247 +234,217 +616%
MWP
85
Meridian Wealth Partners
Pennsylvania
$29.1M 273,236 +231,772 +559%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$29M 273,073 +49,591 +22%
PI
87
PFS Investments
Georgia
$28.7M 269,917 -6,544 -2%
BDF
88
Balasa Dinverno & Foltz
$28.3M 266,339 +114,445 +75%
V
89
Veritable
Delaware
$27.7M 260,526 – –
CL
90
Choreo LLC
Illinois
$27.2M 256,094 +244,340 +2,079%
LNWTC
91
Laird Norton Wetherby Trust Company
Washington
$27.2M 255,921 +204,314 +396%
WFA
92
West Financial Advisors
Iowa
$26.5M 249,286 -23,464 -9%
SFM
93
Soros Fund Management
New York
$25.7M 241,400 – –
CIA
94
Choate Investment Advisors
Massachusetts
$25M 235,395 +235,395 New
IWP
95
Icon Wealth Partners
Texas
$24.3M 228,536 -2,086 -0.9%
HNB
96
Huntington National Bank
Ohio
– – – –
Cerity Partners
97
Cerity Partners
New York
$23.8M 223,591 +159,667 +250%
AF
98
Allworth Financial
California
$23.6M 221,586 -27,129 -11%
OCM
99
One Capital Management
California
$23.1M 217,526 +3,409 +2%
CWM
100
Cahaba Wealth Management
Georgia
$23M 216,026 -206,569 -49%
2 3
4
5 6