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 %
MFG
976
Magnus Financial Group
New York
$243K +$243K +2,283 New
FPGK
977
Financial Partners Group (Kansas)
Kansas
$242K -$341K -3,200 -58%
RTS
978
Round Table Services
New Jersey
$242K +$31.1K +293 +15%
WT
979
Washington Trust
Rhode Island
$239K – – –
BCA
980
Bay Colony Advisors
Massachusetts
$239K +$38.9K +359 +19%
HSBC Holdings
981
HSBC Holdings
United Kingdom
$239K +$239K +2,243 New
CA
982
Cumberland Advisors
Florida
$237K +$237K +2,225 New
ACA
983
Aptus Capital Advisors
Alabama
$236K +$189K +1,780 +406%
GWANC
984
Guardian Wealth Advisors (North Carolina)
North Carolina
$236K +$236K +2,217 New
VNIM
985
Vaughan Nelson Investment Management
Texas
$235K – – –
FPIS
986
Financial Planning & Information Services
Wisconsin
$234K -$127K -1,192 -35%
JIP
987
Jaffetilchin Investment Partners
Florida
$229K +$425 +4 +0.2%
PFP
988
Pinnacle Financial Partners
Tennessee
$229K +$17.7K +167 +8%
CFG
989
Citizens Financial Group
Rhode Island
$229K +$229K +2,154 New
FP
990
Financial Perspectives
Minnesota
$228K -$112K -1,051 -33%
AM
991
Atwater Malick
Pennsylvania
$223K – – –
BA
992
Ballast Advisors
Minnesota
$223K +$2.02K +19 +0.9%
TWM
993
Titus Wealth Management
California
$223K +$223K +2,100 New
EFL
994
ERn Financial LLC
Wisconsin
$222K -$3.1M -29,080 -93%
EWM
995
Evermay Wealth Management
Virginia
$222K -$716K -6,721 -76%
DCM
996
DGS Capital Management
New Jersey
$222K -$213 -2 -0.1%
IP
997
Intellectus Partners
California
$220K +$319 +3 +0.1%
ATPW
998
Ashton Thomas Private Wealth
Arizona
$219K -$136K -1,279 -38%
RWA
999
Redhawk Wealth Advisors
Minnesota
$219K -$122K -1,152 -36%
RHP
1000
Royal Harbor Partners
Texas
$219K – – –
38 39
40
41 42