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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,202 hedge funds and large institutions have $28.1B invested in iShares National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 472 increasing their positions, 408 reducing their positions, and 124 closing their positions.

Holders
1,202
Holders Change
+76
Holders Change %
+6.75%
% of All Funds
19.39%
Holding in Top 10
124
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+29.17%
% of All Funds
2%
New
222
Increased
472
Reduced
408
Closed
124
Calls
$8.71M
Puts
$11.7M
Net Calls
-$3.02M
Net Calls Change
+$20.8M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.56B
2
Bank of America
2
Bank of America
North Carolina
$2.5B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.13B
4
US Bancorp
4
US Bancorp
Minnesota
$604M
5
Betterment LLC
5
Betterment LLC
New York
$1.02B

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$549M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$874M
3
SEI Investments
3
SEI Investments
Pennsylvania
$381M
4
AC
4
Allstate Corporation
Illinois
$63.7M
5
PFO
5
Pathstone Family Office
New Jersey
$8.77M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
1276
Cahill Wealth Management
Michigan
– – -2,496 Closed
PA
1277
Perennial Advisors
New York
– – -2,468 Closed
TSS
1278
Two Sigma Securities
New York
– – -2,448 Closed
TSA
1279
Tri-Star Advisors
Texas
– – -2,357 Closed
GWCM
1280
Godshalk Welsh Capital Management
Pennsylvania
– – -2,350 Closed
LSA
1281
Lion Street Advisors
Texas
– – -2,349 Closed
CAG
1282
Curtis Advisory Group
California
– – -2,326 Closed
VPIM
1283
Vanguard Personalized Indexing Management
California
– – -2,253 Closed
CWS
1284
Confluence Wealth Services
Pennsylvania
– – -2,237 Closed
LF
1285
LifeSteps Financial
California
– – -2,221 Closed
FPIS
1286
Financial Planning & Information Services
Wisconsin
– – -2,203 Closed
QCG
1287
Quadrant Capital Group
Ohio
– – -2,193 Closed
FOA
1288
Five Oceans Advisors
California
– – -2,187 Closed
KA
1289
Kovack Advisors
Florida
– – -2,183 Closed
FP
1290
Financial Perspectives
Minnesota
– – -2,142 Closed
LF
1291
Lantz Financial
Illinois
– – -2,089 Closed
IF
1292
IRON Financial
Illinois
– – -2,068 Closed
RPWA
1293
Regent Peak Wealth Advisors
Georgia
– – -2,030 Closed
AFS
1294
Aft Forsyth & Sober
Florida
– – -2,025 Closed
RK
1295
Rather & Kittrell
Tennessee
– – -2,010 Closed
BBA
1296
BLB&B Advisors
Pennsylvania
– – -2,004 Closed
AWM
1297
Avondale Wealth Management
Texas
– – -2,000 Closed
GG
1298
Gofen & Glossberg
Illinois
– – -1,988 Closed
EWM
1299
Evermay Wealth Management
Virginia
– – -1,967 Closed
APWA
1300
Atlas Private Wealth Advisors
New Jersey
– – -1,966 Closed
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