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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,170 hedge funds and large institutions have $19.8B invested in iShares National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 512 increasing their positions, 270 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,170
Holders Change
+155
Holders Change %
+15.27%
% of All Funds
18.07%
Holding in Top 10
90
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+26.76%
% of All Funds
1.39%
New
225
Increased
512
Reduced
270
Closed
52
Calls
$2.89M
Puts
$4.15M
Net Calls
-$1.26M
Net Calls Change
-$468K

Top Buyers

1
Jane Street
Jane Street
New York
$221M
2
Creative Planning
Creative Planning
Kansas
$1.12B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.2B
4
BlackRock
BlackRock
New York
$604M
5
Betterment LLC
Betterment LLC
New York
$1.22B

Top Sellers

1
Barclays
Barclays
United Kingdom
$0
2
US Bancorp
US Bancorp
Minnesota
$315M
3
Lazard Asset Management
Lazard Asset Management
New York
$38.5M
4
LIA
LBMC Investment Advisors
Tennessee
$816K
5
FSC
Full Sail Capital
Oklahoma
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
976
Wipfli Financial Advisors
Wisconsin
$267K -$30.1K -259 -10%
RC
977
Rovin Capital
Arizona
$265K +$13.9K +119 +6%
SFG
978
Sunburst Financial Group
Alabama
$264K +$264K +2,268 New
PWM
979
PBMares Wealth Management
Virginia
$261K -$121K -1,036 -32%
WT
980
Washington Trust
Rhode Island
$259K -$105K -900 -29%
VNIM
981
Vaughan Nelson Investment Management
Texas
$257K +$29.1K +250 +13%
VIM
982
Vista Investment Management
Pennsylvania
$254K -$582 -5 -0.2%
TWM
983
Trinity Wealth Management
Pennsylvania
$254K +$4.88K +42 +2%
CYG
984
Clean Yield Group
Vermont
$252K -$50.4K -433 -17%
SFPM
985
Sensible Financial Planning & Management
Massachusetts
$252K – – –
F
986
F3Logic
Minnesota
$250K -$32.1K -273 -11%
BO
987
Bank OZK
Arkansas
$249K -$419K -3,612 -63%
DBRC
988
D.B. Root & Company
Pennsylvania
$249K -$237K -2,037 -49%
TW
989
Transform Wealth
Colorado
$248K +$248K +2,134 New
DFG
990
Demars Financial Group
Washington
$244K – – –
AM
991
Atwater Malick
Pennsylvania
$243K – – –
DCM
992
DGS Capital Management
New Jersey
$243K +$243K +2,088 New
AWC
993
Abundance Wealth Counselors
Pennsylvania
$242K +$242K +2,081 New
RHP
994
Royal Harbor Partners
Texas
$240K – – –
MWPCG
995
Measured Wealth Private Client Group
New Hampshire
$240K – – –
IF
996
IRON Financial
Illinois
$240K +$116 +1 +0%
FSG
997
Financial Strategies Group
Michigan
$240K +$240K +2,065 New
BF
998
Brooklyn FI
New York
$239K +$239K +2,057 New
DWM
999
Doyle Wealth Management
Florida
$237K -$9.29K -80 -4%
WMR
1000
Wealth Management Resources
Rhode Island
$237K +$237K +2,035 New
38 39
40
41 42