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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 %
PB
701
Pinnacle Bancorp
Nebraska
$1.33M -$1.42M -13,118 -52%
AF
702
Arrow Financial
New York
$1.33M +$96.5K +890 +8%
GLLW
703
Graves Light Lenhart Wealth
Virginia
$1.32M -$227K -2,093 -15%
CIM
704
Cambria Investment Management
California
$1.32M -$183K -1,686 -12%
BRWA
705
B. Riley Wealth Advisors
Florida
$1.31M -$344K -3,169 -21%
HWMG
706
Hurlow Wealth Management Group
Indiana
$1.31M +$341K +3,141 +35%
GWMIA
707
Global Wealth Management Investment Advisory
Florida
$1.31M – – –
GFP
708
Gryphon Financial Partners
Ohio
$1.31M +$1.31M +11,265 New
BFA
709
Beaumont Financial Advisors
Massachusetts
$1.31M -$602K -5,556 -32%
AWS
710
Aspen Wealth Strategies
Colorado
$1.3M -$5.59M -51,568 -81%
EA
711
Efficient Advisors
Ohio
$1.3M -$65.9K -608 -5%
JFA
712
JNBA Financial Advisors
Minnesota
$1.3M -$60.8K -561 -4%
SSW
713
Stone Summit Wealth
Florida
$1.29M -$516K -4,756 -29%
PAA
714
Peregrine Asset Advisers
Oregon
$1.28M -$253K -2,333 -16%
DC
715
Davenport & Co
Virginia
$1.27M +$119K +1,102 +10%
AWA
716
Arkadios Wealth Advisors
Georgia
$1.26M +$271K +2,503 +27%
RB
717
Renasant Bank
Mississippi
$1.26M -$1.63K -15 -0.1%
IC
718
Inscription Capital
Texas
$1.26M +$59.3K +547 +5%
CA
719
Clearstead Advisors
Ohio
$1.26M -$1.21M -11,186 -49%
PVI
720
Pine Valley Investments
New Jersey
$1.26M +$217 +2 +0%
Koshinski Asset Management
721
Koshinski Asset Management
Illinois
$1.24M +$658K +6,070 +113%
SWC
722
Spectrum Wealth Counsel
Indiana
$1.24M +$1.24M +11,407 New
PCA
723
Prosperity Capital Advisors
Ohio
$1.23M +$193K +1,779 +19%
PFA
724
Petra Financial Advisors
Colorado
$1.23M -$174K -1,601 -12%
CW
725
Cooksen Wealth
Texas
$1.22M +$1.22M +11,211 New
27 28
29
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