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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 %
SP
426
SWS Partners
Ohio
$3.86M -$582K -5,368 -13%
SWIM
427
Smallwood Wealth Investment Management
New Jersey
$3.85M -$35.3K -326 -0.9%
PWM
428
Proathlete Wealth Management
Florida
$3.84M +$3.84M +35,397 New
IMA
429
Investment Management Associates
Colorado
$3.83M -$2.09M -19,319 -35%
DWM
430
Dogwood Wealth Management
Kansas
$3.81M +$3.81M +35,162 New
MMA
431
Miracle Mile Advisors
California
$3.76M -$357K -3,294 -9%
ERIC
432
Eagle Rock Investment Company
Georgia
$3.76M +$420K +3,873 +13%
JBA
433
Johnson Bixby & Associates
Washington
$3.75M -$212K -1,958 -5%
MLA
434
My Legacy Advisors
Oregon
$3.74M +$612K +5,636 +20%
TFA
435
Tobias Financial Advisors
Florida
$3.73M +$158K +1,455 +4%
LBC
436
Lowe Brockenbrough & Co
Virginia
$3.71M -$1.47M -13,576 -28%
AC
437
AIFG Consultants
New York
$3.7M +$272K +2,505 +8%
DLCIG
438
D.L. Carlson Investment Group
New Hampshire
$3.7M -$99.9K -925 -3%
RVPG
439
Relative Value Partners Group
$3.69M -$5.5M -50,691 -60%
VT
440
Vise Technologies
New York
$3.69M +$126K +1,164 +4%
WCM
441
Wunderlich Capital Managemnt
Tennessee
$3.69M -$128K -1,182 -3%
SFS
442
Sowell Financial Services
Arkansas
$3.65M -$2.07M -19,054 -36%
HI
443
Hudock Inc
Pennsylvania
$3.65M +$90.1K +831 +3%
SB
444
Strategic Blueprint
Georgia
$3.65M +$895K +8,255 +33%
SWA
445
Stratos Wealth Advisors
Ohio
$3.64M -$351K -3,241 -9%
WTC
446
WhitTier Trust Company
Nevada
$3.61M -$1.33M -12,224 -27%
PAMG
447
Patton Albertson Miller Group
Tennessee
$3.6M -$4.37M -40,275 -55%
ZF
448
Zhang Financial
Michigan
$3.59M -$451K -4,157 -11%
PIFP
449
Partners in Financial Planning
Virginia
$3.59M +$637K +5,877 +22%
DB
450
Dravo Bay
Delaware
$3.58M -$1.34M -12,402 -27%
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