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.

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 %
SFPM
1226
Sensible Financial Planning & Management
Massachusetts
– – -2,085 Closed
SOS
1227
Silver Oak Securities
Tennessee
– – -2,084 Closed
AWC
1228
Abundance Wealth Counselors
Pennsylvania
– – -2,081 Closed
TIAM2
1229
Tru Independence Asset Management 2
Oregon
– – -2,079 Closed
PWLP
1230
Prio Wealth Limited Partnership
Massachusetts
– – -2,077 Closed
MCA
1231
MSH Capital Advisors
Arizona
– – -2,075 Closed
CWM
1232
Chesapeake Wealth Management
Virginia
– – -2,045 Closed
DWM
1233
Doyle Wealth Management
Florida
– – -2,043 Closed
WCG
1234
Weaver Consulting Group
California
– – -2,000 Closed
FUBT
1235
First United Bank & Trust
Maryland
– – -1,985 Closed
BO
1236
Bank OZK
Arkansas
– – -1,983 Closed
PWM
1237
PBMares Wealth Management
Virginia
– – -1,956 Closed
CFAM
1238
Center For Asset Management
Florida
– – -1,951 Closed
TP
1239
Tranquility Partners
Tennessee
– – -1,947 Closed
HAS
1240
Holland Advisory Services
Florida
– – -1,917 Closed
DSAM
1241
Dock Street Asset Management
Florida
– – -1,915 Closed
RT
1242
Rockland Trust
Massachusetts
– – -1,900 Closed
PGWM
1243
Parisi Gray Wealth Management
New Jersey
– – -1,874 Closed
PAG
1244
Paladin Advisory Group
Iowa
– – -1,874 Closed
FFA
1245
Fragasso Financial Advisors
Pennsylvania
– – -1,861 Closed
SHFA
1246
SC&H Financial Advisors
Maryland
– – -1,856 Closed
LSA
1247
Lion Street Advisors
Texas
– – -1,848 Closed
Koshinski Asset Management
1248
Koshinski Asset Management
Illinois
– – -1,609 Closed
GFPC
1249
Global Financial Private Client
Florida
– – -1,229 Closed
CWA
1250
Core Wealth Advisors
Florida
– – -1,221 Closed
48 49
50
51 52