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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 %
PA
676
Pinnacle Associates
New York
$1.46M +$173K +1,597 +13%
SFMG
677
Sage Financial Management Group
Virginia
$1.46M +$397K +3,666 +38%
NB
678
Nicolet Bankshares
Wisconsin
$1.45M +$131K +1,206 +10%
DSC
679
Duncker Streett & Co
Missouri
$1.42M – – –
CWA
680
Consilio Wealth Advisors
Washington
$1.42M -$544K -5,021 -28%
MHR
681
Matthew Hamilton Rosenberg
$1.42M +$1.06M +9,768 +297%
LIG
682
Lokken Investment Group
Delaware
$1.39M -$11.4K -105 -0.8%
WI
683
Wintrust Investments
Illinois
$1.38M -$153K -1,410 -10%
RWA
684
Rooted Wealth Advisors
Illinois
$1.38M +$845K +7,836 +159%
FCIM
685
Fairview Capital Investment Management
California
$1.38M -$317K -2,928 -19%
SC
686
Sepio Capital
Utah
$1.37M -$8.24K -76 -0.6%
FDDB
687
Fidelity D&D Bancorp
Pennsylvania
$1.37M +$98.7K +910 +8%
JCM
688
Jacobi Capital Management
Pennsylvania
$1.37M -$22.1K -204 -2%
GWM
689
Geneos Wealth Management
Colorado
$1.37M +$7.05K +65 +0.5%
AA
690
Advisory Alpha
Michigan
$1.36M +$127K +1,173 +10%
CIAS
691
Capital Investment Advisory Services
North Carolina
$1.36M -$252K -2,324 -16%
JWCA
692
J.W. Cole Advisors
Florida
$1.36M +$377K +3,474 +38%
PFP
693
Pinnacle Financial Partners
Tennessee
$1.36M – – –
FNBSF
694
First National Bank Sioux Falls
South Dakota
$1.36M +$745K +6,870 +121%
EGA
695
Eagle Global Advisors
Texas
$1.36M -$396K -3,650 -23%
WA
696
WBH Advisory
Maryland
$1.36M -$445K -4,101 -25%
CWG
697
Cornerstone Wealth Group
North Carolina
$1.35M +$336K +3,099 +33%
DC
698
Dorval Corp
Minnesota
$1.35M +$1.35M +12,439 New
TFGT
699
TS Financial Group (TSFG)
Illinois
$1.34M +$155K +1,430 +13%
WAL
700
W Advisors LLC
Tennessee
$1.34M -$1.04M -9,611 -44%
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