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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 %
SFG
151
SNS Financial Group
Minnesota
$13.9M 130,697 -32,215 -20%
DL
152
DOHJ LLC
Washington
$13.8M 129,564 -11,141 -8%
SPC
153
Sigma Planning Corp
Michigan
$13.8M 129,403 -418 -0.3%
OWA
154
One Wealth Advisors
California
$13.8M 129,384 +23,543 +22%
FPCP
155
Fort Point Capital Partners
California
$13.6M 127,515 +87,856 +222%
PS
156
Portfolio Solutions
Michigan
$13.5M 126,829 -94,109 -43%
MG
157
Mather Group
Illinois
$13.5M 126,802 +58,080 +85%
PPW
158
Parcion Private Wealth
Washington
$13.5M 124,615 -168,428 -57%
RSWM
159
Robertson Stephens Wealth Management
California
$13.3M 125,421 +109,422 +684%
AWS
160
Atria Wealth Solutions
New York
$13.2M 123,972 -5,700 -4%
FMWA
161
Forvis Mazars Wealth Advisors
Missouri
$13.1M 123,436 +98,037 +386%
RWP
162
RWA Wealth Partners
Massachusetts
$13.1M 123,349 -237,803 -66%
EGP
163
Entrust Global Partners
New York
$13.1M 122,682 – –
FWM
164
ForthRight Wealth Management
Georgia
$12.9M 121,613 +121,613 New
CTA
165
Chesley Taft & Associates
Illinois
$12.9M 121,588 -5,050 -4%
AAS
166
Annex Advisory Services
Wisconsin
$12.9M 121,553 +102,518 +539%
WC
167
Wealth CMT
New Jersey
$12.8M 120,384 -13,885 -10%
Comerica Bank
168
Comerica Bank
Texas
$12.7M 118,807 -35,793 -23%
RFC
169
Regions Financial Corp
Alabama
$12.7M 119,098 -3,331 -3%
MBFW
170
Morton Brown Family Wealth
Pennsylvania
$12.6M 118,742 +76,838 +183%
WWM
171
Windsor Wealth Management
Indiana
$12.5M 116,675 +88,742 +318%
WCM
172
Wealthcare Capital Management
Virginia
$12.4M 116,840 -25,684 -18%
SPIA
173
Steward Partners Investment Advisory
New York
$12.4M 116,716 -5,337 -4%
EWM
174
Empirical Wealth Management
Washington
$12.3M 115,335 +41,193 +56%
SSWM
175
Sheets Smith Wealth Management
North Carolina
$12.1M 113,817 -110,032 -49%
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