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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 %
WFAG
1001
Wescott Financial Advisory Group
Pennsylvania
$205K +$205K +2,000 New
MPCL
1002
My Personal CFO LLC
Washington
$205K +$205K +2,000 New
CB
1003
Cadence Bank
Mississippi
$205K +$205K +2,000 New
CBN
1004
Cadence Bank NA
Texas
$205K +$205K +2,000 New
GG
1005
Gofen & Glossberg
Illinois
$204K +$205 +2 +0.1%
TWP
1006
Tempus Wealth Planning
California
$203K +$102 +1 +0.1%
RRA
1007
Round Rock Advisors
Connecticut
$203K +$514 +5 +0.3%
EIP
1008
Ellis Investment Partners
Pennsylvania
$203K +$1.13K +11 +0.6%
EWM
1009
Evermay Wealth Management
Virginia
$202K -$11.9K -116 -6%
TNB
1010
Thomasville National Bank
Georgia
$202K – – –
APWA
1011
Atlas Private Wealth Advisors
New Jersey
$202K +$514 +5 +0.3%
BO
1012
Bank OZK
Arkansas
$202K +$202K +1,963 New
PP
1013
Pacifica Partners
Canada
$195K – – –
PFBT
1014
Parkside Financial Bank & Trust
Missouri
$191K +$153K +1,484 +397%
DCBT
1015
Dakota Community Bank & Trust
North Dakota
$185K +$185K +1,805 New
KSWA
1016
Kathleen S. Wright Associates
Pennsylvania
$183K +$89.9K +877 +97%
MHR
1017
Matthew Hamilton Rosenberg
$179K – – –
BWS
1018
BCR Wealth Strategies
Alabama
$177K – – –
CTC
1019
Central Trust Company
Missouri
$177K – – –
TWP
1020
TFO Wealth Partners
Ohio
$176K -$308K -3,004 -64%
MIM
1021
Macroview Investment Management
Maryland
$176K +$23.3K +227 +15%
RP
1022
Rice Partnership
Hawaii
$174K – – –
LB
1023
Legacy Bridge
Iowa
$165K – – –
EWA
1024
EverSource Wealth Advisors
Alabama
$159K -$30.8K -300 -16%
NFSG
1025
Newbridge Financial Services Group
Florida
$158K +$103 +1 +0.1%
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