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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
19.4%
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 %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.11B 29,503,752 +2,596,881 +10%
Bank of America
2
Bank of America
North Carolina
$2.5B 23,678,455 +5,849,700 +33%
AWA
3
Arete Wealth Advisors
Illinois
$1.56B 14,790 +8,278 +127%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.47B 13,927,059 +1,411,367 +11%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.13B 10,679,131 +3,786,751 +55%
Creative Planning
6
Creative Planning
Kansas
$1.05B 9,987,753 -175,617 -2%
Betterment LLC
7
Betterment LLC
New York
$1.02B 9,668,221 +2,650,115 +38%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$874M 8,280,101 -2,719,464 -25%
Wells Fargo
9
Wells Fargo
California
$677M 6,413,899 +623,269 +11%
Morgan Stanley
10
Morgan Stanley
New York
$667M 6,323,506 +739,269 +13%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$621M 5,880,515 +37,199 +0.6%
US Bancorp
12
US Bancorp
Minnesota
$604M 5,726,111 +3,569,530 +166%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$565M 5,353,032 +805,876 +18%
CSIA
14
Charles Schwab Investment Advisory
California
$549M 5,198,549 -4,332,875 -45%
LPL Financial
15
LPL Financial
California
$403M 3,816,482 +504,894 +15%
SEI Investments
16
SEI Investments
Pennsylvania
$381M 3,606,897 -1,264,127 -26%
UBS Group
17
UBS Group
Switzerland
$372M 3,528,177 +800,709 +29%
Fisher Asset Management
18
Fisher Asset Management
Washington
$340M 3,217,744 +1,235,805 +62%
TF
19
TIAA FSB
Florida
$273M 2,589,165 -252,652 -9%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$245M 2,322,203 +357,298 +18%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$222M 2,103,214 +115,749 +6%
AssetMark Inc
22
AssetMark Inc
California
$209M 1,977,357 +18,917 +1%
BlackRock
23
BlackRock
New York
$195M 1,852,602 +1,088,953 +143%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$163M 1,542,350 +327,106 +27%
Osaic Holdings
25
Osaic Holdings
Arizona
$156M 1,482,996 +98,778 +7%
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