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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 %
IF
1001
IRON Financial
Illinois
$219K 2,063 +1 +0%
GLA
1002
Good Life Advisors
Pennsylvania
$218K 2,051 -488 -19%
NCM
1003
Northland Capital Management
Minnesota
$218K 2,050 +2,050 New
TW
1004
Transform Wealth
Colorado
$217K 2,039 -1,538 -43%
AFS
1005
Aft Forsyth & Sober
Florida
$215K 2,025 -9,900 -83%
SCA
1006
Spearhead Capital Advisors
Florida
$214K 2,016 -8,936 -82%
BBA
1007
BLB&B Advisors
Pennsylvania
$213K 2,004 -1,023 -34%
AWM
1008
Avondale Wealth Management
Texas
$213K 2,000 -1,000 -33%
RCG
1009
Regatta Capital Group
California
$213K 2,000 – –
PCA
1010
Peddock Capital Advisors
Massachusetts
$212K 1,994 – –
TWP
1011
Tempus Wealth Planning
California
$211K 1,980 – –
GG
1012
Gofen & Glossberg
Illinois
$211K 1,986 +2 +0.1%
RRA
1013
Round Rock Advisors
Connecticut
$210K 1,970 -4,633 -70%
APWA
1014
Atlas Private Wealth Advisors
New Jersey
$209K 1,961 -172 -8%
EIP
1015
Ellis Investment Partners
Pennsylvania
$209K 1,970 -75 -4%
TNB
1016
Thomasville National Bank
Georgia
$209K 1,965 – –
HCA
1017
Harbour Capital Advisors
Virginia
$208K 1,955 -1,272 -39%
PP
1018
Pacifica Partners
Canada
$208K 1,938 +1,838 +1,838%
WFA
1019
Wipfli Financial Advisors
Wisconsin
$208K 1,954 -223 -10%
SCM
1020
Stonehearth Capital Management
Massachusetts
$207K 1,942 +1,942 New
HA
1021
Hofer & Associates
California
$206K 1,937 -27 -1%
EIA
1022
Eldridge Investment Advisors
New Hampshire
$205K 1,925 – –
DBRC
1023
D.B. Root & Company
Pennsylvania
$204K 1,919 -224 -10%
CMI
1024
Clare Market Investments
Texas
$203K 1,909 -1,955 -51%
IWN
1025
Independent Wealth Network
Iowa
$202K 1,902 +1,902 New
39 40
41
42 43