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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 %
PWMG
451
Provence Wealth Management Group
California
$3.57M -$688K -6,346 -16%
AIM
452
Alhambra Investment Management
Florida
$3.55M +$73.1K +674 +2%
MYIA
453
Mount Yale Investment Advisors
Colorado
$3.54M +$2.7M +24,932 +321%
JJBC
454
James J. Burns & Company
New York
$3.53M -$628K -5,794 -15%
PS
455
Principal Securities
Iowa
$3.52M +$3.52M +32,470 New
CAMG
456
CWA Asset Management Group
Florida
$3.51M -$18.8M -173,291 -84%
NGA
457
Naples Global Advisors
Florida
$3.5M +$718K +6,625 +26%
TGAM
458
TBH Global Asset Management
Tennessee
$3.5M +$3.5M +32,299 New
MWM
459
Mission Wealth Management
California
$3.5M +$364K +3,358 +12%
KeyBank National Association
460
KeyBank National Association
Ohio
$3.46M +$251K +2,313 +8%
TVM
461
True Vision MN
Minnesota
$3.46M +$3.46M +31,905 New
WL
462
WIT LLC
District of Columbia
$3.45M +$3.45M +32 New
IP
463
Investment Partners
Ohio
$3.45M +$85.9K +792 +3%
FAIM
464
Financial Advocates Investment Management
Washington
$3.42M -$90.3K -840 -3%
CCM
465
Crabel Capital Management
California
$3.4M +$3.4M +31,368 New
FCI
466
Financial Counselors Inc
Kansas
$3.38M +$294K +2,713 +10%
OP
467
ORG Partners
Indiana
$3.37M +$2.67M +24,597 +379%
W
468
WealthCollab
Washington
$3.36M +$3.36M +30,981 New
1WM
469
1900 Wealth Management
Texas
$3.35M -$16M -147,167 -83%
CFG
470
Cosner Financial Group
Colorado
$3.35M -$834K -7,696 -20%
LP
471
LGL Partners
Pennsylvania
$3.34M +$1.53M +14,151 +85%
PA
472
Procyon Advisors
Connecticut
$3.34M +$1.84M +16,950 +122%
LWA
473
LWS Wealth Advisors
New Jersey
$3.31M +$1.25M +11,509 +61%
CCG
474
Cypress Capital Group
Florida
$3.3M -$1.71M -15,807 -34%
CCC
475
Chesapeake Capital Corp
Florida
$3.3M +$3.3M +30,426 New
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