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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 %
ML
376
McAdam LLC
Pennsylvania
$5.36M -$106K -974 -2%
AFG
377
Albion Financial Group
Utah
$5.27M +$975K +8,993 +23%
GGS
378
Galvin Gaustad & Stein
Arizona
$5.24M -$78.3K -722 -1%
HFA
379
High Falls Advisors
New York
$5.22M -$1.05M -9,691 -17%
VA
380
Valmark Advisers
Ohio
$5.19M -$208K -1,923 -4%
CFMC
381
Curbstone Financial Management Corp
New Hampshire
$5.19M -$504K -4,650 -9%
VAG
382
Vannoy Advisory Group
Texas
$5.19M +$5.19M +47,847 New
T
383
TNF
Montana
$5.12M +$40.6K +376 +0.8%
CG
384
Clifford Group
Massachusetts
$5.12M +$700K +6,454 +16%
FI
385
Financial Insights
Washington
$5.1M +$70.7K +652 +1%
SI
386
Stephens Inc
Arkansas
$5.09M -$118K -1,091 -2%
MAM
387
Meeder Asset Management
Ohio
$5.08M -$112K -1,032 -2%
PGFC
388
Peapack-Gladstone Financial Corp
New Jersey
$5.06M +$1.35M +12,442 +36%
HWM
389
Hassell Wealth Management
Louisiana
$4.93M – – –
TWM
390
Trinity Wealth Management
Pennsylvania
$4.91M +$90.8K +838 +2%
AWE
391
Avidian Wealth Enterprises
Texas
$4.85M +$223K +2,061 +5%
M
392
MYeCFO
California
$4.83M -$686K -6,330 -12%
KWM
393
Kingsview Wealth Management
Oregon
$4.79M -$2.37M -21,894 -33%
SS
394
Simplicity Solutions
Minnesota
$4.78M +$3.65M +33,648 +321%
AFP
395
Alpha Financial Partners
Kentucky
$4.75M +$4.24M +39,156 +846%
CPIG
396
Chicago Partners Investment Group
Illinois
$4.74M -$295K -2,745 -6%
SWA
397
Strategies Wealth Advisors
Michigan
$4.73M +$1.35M +12,459 +40%
EB
398
Exchange Bank
California
$4.71M +$1.74M +16,044 +59%
WFP
399
Wrenne Financial Planning
Kentucky
$4.7M +$4.7M +43,353 New
IWP
400
Invenio Wealth Partners
Florida
$4.69M +$678K +6,255 +17%
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16
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