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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 %
HF
1176
Halpern Financial
Virginia
– – -14,153 Closed
Simplex Trading
1177
Simplex Trading
Illinois
– – -13,561 Closed
RC
1178
Reik & Co
New York
– – -12,342 Closed
AFWM
1179
AMJ Financial Wealth Management
Virginia
– – -12,026 Closed
CFO
1180
Collective Family Office
Pennsylvania
– – -11,146 Closed
CAG
1181
Compass Advisory Group
New York
– – -10,279 Closed
BB
1182
Berkshire Bank
Massachusetts
– – -10,225 Closed
CCMG
1183
Clark Capital Management Group
Pennsylvania
– – -9,964 Closed
BFM
1184
Broadview Financial Management
Wisconsin
– – -9,775 Closed
EPP
1185
ETF Portfolio Partners
Kansas
– – -7,460 Closed
MWA
1186
Monograph Wealth Advisors
California
– – -7,080 Closed
LIA
1187
LBMC Investment Advisors
Tennessee
– – -7,015 Closed
APWM
1188
Atlas Private Wealth Management
New York
– – -6,281 Closed
NOI
1189
Newton One Investments
Delaware
– – -5,154 Closed
MWM
1190
Minot Wealth Management
Massachusetts
– – -5,077 Closed
SAMC
1191
Spectrum Asset Management (California)
California
– – -5,040 Closed
SWMG
1192
Signature Wealth Management Group
Georgia
– – -4,980 Closed
WCG
1193
Wall Capital Group
Arizona
– – -4,959 Closed
CCP
1194
Corient Capital Partners
California
– – -4,477 Closed
AA
1195
ACT Advisors
North Carolina
– – -4,467 Closed
LNWWM
1196
Laird Norton Wetherby Wealth Management
California
– – -4,456 Closed
WF
1197
WoodTrust Financial
Wisconsin
– – -4,338 Closed
CWM
1198
Cordatus Wealth Management
Pennsylvania
– – -4,330 Closed
SW
1199
Simplicity Wealth
New Jersey
– – -4,277 Closed
EA
1200
Emerald Advisors
Washington
– – -4,151 Closed
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48
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