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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 %
WHCI
776
W.H. Cornerstone Investments
Massachusetts
$1.01M -$273K -2,521 -21%
BSB
777
Bangor Savings Bank
Maine
$1.01M -$128K -1,179 -11%
CWP
778
Concord Wealth Partners
Virginia
$1M -$539K -4,968 -35%
CFGF
779
Compass Financial Group (Florida)
Florida
$1M +$1M +9,232 New
IAIM
780
International Assets Investment Management
Florida
$999K +$999K +9,219 New
EWS
781
Eagle Wealth Strategies
New Jersey
$996K +$996K +9,184 New
HI
782
Harbour Investments
Wisconsin
$990K +$85.1K +785 +9%
CCA
783
Cadent Capital Advisors
Oklahoma
$985K -$72.6K -670 -7%
LWANC
784
Laurel Wealth Advisors (North Carolina)
North Carolina
$977K -$543K -5,005 -36%
EWG
785
Executive Wealth Group
Washington
$953K +$7.91K +73 +0.8%
IA
786
IFG Advisory
Georgia
$952K +$314K +2,900 +49%
EFG
787
Everhart Financial Group
Ohio
$949K -$845K -7,794 -47%
FFL
788
Financial Freedom LLC
Ohio
$949K +$1.52K +14 +0.2%
SCG
789
Sonata Capital Group
Washington
$948K +$3.79K +35 +0.4%
DP
790
Denver PWM
Colorado
$945K -$87.9K -812 -9%
TF
791
Tompkins Financial
New York
$943K – – –
WAM
792
Wakefield Asset Management
Colorado
$937K -$10.5K -97 -1%
CFA
793
Cahill Financial Advisors
Minnesota
$935K -$249K -2,299 -21%
NFP
794
Narus Financial Partners
Utah
$933K -$178K -1,644 -16%
CWA
795
Canvas Wealth Advisors
Kansas
$933K -$31.6K -291 -3%
MFGP
796
Marshall Financial Group (Pennsylvania)
Pennsylvania
$932K +$129K +1,187 +16%
OFP
797
OLIO Financial Planning
Virginia
$929K -$166K -1,534 -15%
SPWG
798
Sage Private Wealth Group
Illinois
$927K -$4.55K -42 -0.5%
TTWM
799
TCV Trust & Wealth Management
Virginia
$921K -$239K -2,205 -21%
FIA
800
Foundations Investment Advisors
Arizona
$920K -$270K -2,481 -23%
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