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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 %
AWMNH
526
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.66M +$13K +120 +0.5%
AWM
527
Accurate Wealth Management
Florida
$2.65M -$122K -1,128 -4%
BFG
528
Bleakley Financial Group
New Jersey
$2.63M +$1.96M +18,046 +292%
CGFA
529
Colton Groome Financial Advisors
North Carolina
$2.62M +$328K +3,027 +14%
CPCP
530
Cedar Point Capital Partners
Iowa
$2.62M +$2.62M +24,163 New
EWMCB
531
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.62M -$183K -1,685 -7%
RA
532
Riversedge Advisors
Delaware
$2.61M -$952K -8,785 -27%
PTC
533
Private Trust Company
Ohio
$2.61M -$798K -7,358 -23%
CAG
534
Csenge Advisory Group
Florida
$2.6M +$616K +5,679 +31%
TIM
535
Tortoise Investment Management
New York
$2.57M -$1.9M -17,522 -42%
FAT
536
First American Trust
California
$2.57M +$42.2K +389 +2%
EWA
537
Etesian Wealth Advisors
Oregon
$2.57M +$16.2K +149 +0.6%
CCM
538
Cambridge Capital Management
Illinois
$2.56M +$2.56M +23,593 New
JFG
539
Jefferies Financial Group
New York
$2.51M +$311K +2,867 +14%
DWT
540
Dorsey & Whitney Trust
South Dakota
$2.5M +$1.31M +12,063 +109%
JIR
541
James Investment Research
Ohio
$2.5M -$1.58M -14,554 -39%
SIAP
542
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.49M +$454K +4,190 +22%
FHB
543
First Hawaiian Bank
Hawaii
$2.49M -$100K -924 -4%
GSIAS
544
Garden State Investment Advisory Services
New Jersey
$2.46M +$24.8K +229 +1%
KWS
545
Keystone Wealth Services
California
$2.44M -$360K -3,318 -13%
SC
546
Sykon Capital
New York
$2.44M +$2.44M +22,506 New
Northern Trust
547
Northern Trust
Illinois
$2.44M -$1.95M -18,017 -44%
DW
548
Durante & Waters
New York
$2.44M +$2.44M +22,494 New
FAM
549
Forte Asset Management
New York
$2.44M -$2.38M -21,926 -49%
BWP
550
Bernardo Wealth Planning
Pennsylvania
$2.41M +$1.17M +10,749 +94%
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