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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,370 hedge funds and large institutions have $34.8B invested in iShares National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 484 increasing their positions, 493 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,370
Holders Change
+154
Holders Change %
+12.66%
% of All Funds
20.08%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
1.93%
New
272
Increased
484
Reduced
493
Closed
102
Calls
$179M
Puts
$97.9M
Net Calls
+$80.7M
Net Calls Change
+$62M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$982M
2
Jane Street
Jane Street
New York
+$558M
3
OWM
Orgel Wealth Management
Wisconsin
+$384M
4
RWP
RWA Wealth Partners
Massachusetts
+$234M
5
Citadel Advisors
Citadel Advisors
Florida
+$183M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$911M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$607M
3
AC
Allstate Corporation
Illinois
-$209M
4
Creative Planning
Creative Planning
Kansas
-$109M
5
CC
Centiva Capital
New York
-$80.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
301
Aquire Wealth Advisors
Utah
$7.95M +$89.3K +824 +1%
CCA
302
Conservest Capital Advisors
Pennsylvania
$7.9M +$7.57M +69,847 +2,320%
CFP
303
Catalyst Financial Partners
Massachusetts
$7.86M +$1.25M +11,559 +19%
OPWM
304
Oakwell Private Wealth Management
Texas
$7.85M -$76.3K -704 -1%
NSIM
305
North Star Investment Management
Illinois
$7.85M +$870K +8,021 +12%
OWA
306
Opal Wealth Advisors
New York
$7.67M +$7.67M +70,796 New
DIA
307
Davidson Investment Advisors
Montana
$7.67M -$549K -5,063 -7%
CAM
308
Clarity Asset Management
Iowa
$7.66M +$7.66M +70,637 New
WP
309
WealthShield Partners
North Carolina
$7.63M -$3.72M -34,291 -33%
RIA
310
Regal Investment Advisors
Michigan
$7.63M +$769K +7,092 +11%
Kayne Anderson Rudnick Investment Management
311
Kayne Anderson Rudnick Investment Management
California
$7.61M +$290K +2,675 +4%
CA
312
Crewe Advisors
Utah
$7.53M +$1.73M +15,953 +30%
OIS
313
Okabena Investment Services
Minnesota
$7.52M +$7.02M +64,713 +1,384%
BCM
314
Brookstone Capital Management
Illinois
$7.37M +$636K +5,869 +9%
SPC
315
Sigma Planning Corp
Michigan
$7.36M -$6.27M -57,874 -46%
CFGS
316
Concourse Financial Group Securities
Alabama
$7.33M +$67K +789 +0.9%
BFA
317
Bragg Financial Advisors
North Carolina
$7.2M +$146K +1,343 +2%
MWP
318
Moller Wealth Partners
$7.19M -$841K -7,757 -10%
RBCM
319
Raub Brock Capital Management
California
$7.19M +$7.19M +66,360 New
FFN
320
Focus Financial Network
Minnesota
$7.16M +$451K +4,158 +7%
OWMIAS
321
One Wealth Management Investment & Advisory Services
Florida
$7.13M +$7.13M +65,770 New
IAN
322
Integrated Advisors Network
Texas
$7.09M -$2.5M -23,067 -26%
CCMG
323
Clark Capital Management Group
Pennsylvania
$7M +$7M +64,609 New
CFD
324
Creative Financial Designs
Indiana
$6.95M +$3.2M +29,541 +86%
MFA
325
Mayflower Financial Advisors
Massachusetts
$6.94M -$6.62M -61,090 -49%
11 12
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