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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 %
AWP
551
Avid Wealth Partners
Texas
$2.41M +$2.41M +22,219 New
VWM
552
Venturi Wealth Management
Texas
$2.4M -$8.1M -74,741 -77%
VF
553
VitalStone Financial
Texas
$2.39M +$465K +4,285 +24%
AIA
554
Armor Investment Advisors
North Carolina
$2.37M +$575K +5,305 +32%
CFA
555
Capstone Financial Advisors
Illinois
$2.36M -$95.8K -884 -4%
CWS
556
Cypress Wealth Services
California
$2.35M -$1.13M -10,465 -33%
ARC
557
Advisor Resource Council
Texas
$2.35M +$2.35M +21,678 New
LFAS
558
Level Four Advisory Services
Texas
$2.33M +$97.4K +898 +4%
AFG
559
ABLE Financial Group
Arizona
$2.28M +$2.04M +18,805 +843%
TVAMP
560
Tennessee Valley Asset Management Partners
Tennessee
$2.28M +$1.14M +10,552 +101%
ST
561
Smithfield Trust
Pennsylvania
$2.28M +$675K +6,230 +42%
PJWM
562
Philip James Wealth Mangement
Georgia
$2.28M +$2.28M +21,022 New
IWP
563
Insight Wealth Partners
Texas
$2.27M +$26.2K +242 +1%
SCM
564
SOL Capital Management
Maryland
$2.26M +$177K +1,630 +8%
MPM
565
Meritage Portfolio Management
Kansas
$2.25M -$648K -5,978 -22%
FPAS
566
Focus Partners Advisor Solutions
Missouri
$2.24M +$51.6K +476 +2%
SSA
567
Schonfeld Strategic Advisors
New York
$2.24M +$2.24M +20,625 New
PTC
568
Philadelphia Trust Company
Pennsylvania
$2.23M – – –
TC
569
Telemus Capital
Michigan
$2.22M +$1.33M +12,257 +150%
HSG
570
Helen Stephens Group
Texas
$2.22M +$253K +2,336 +13%
DADC
571
D.A. Davidson & Co
Montana
$2.21M +$509K +4,696 +30%
WIA
572
World Investment Advisors
California
$2.21M -$765K -7,058 -26%
CA
573
Continuum Advisory
Idaho
$2.21M -$319K -2,940 -13%
PPC
574
Park Place Capital
Alabama
$2.19M -$723K -6,673 -25%
IWM
575
IHT Wealth Management
Illinois
$2.19M -$531K -4,895 -20%
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