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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 %
DI
851
Diligent Investors
California
$775K -$51.9K -479 -6%
ACG
852
Allen Capital Group
Nebraska
$775K +$775K +7,145 New
TI
853
Truepoint Inc
Ohio
$770K -$8.49M -78,277 -92%
HNWAG
854
High Net Worth Advisory Group
Florida
$770K – – –
IFPL
855
Investments & Financial Planning LLC
Kentucky
$768K +$92.8K +856 +14%
LSA
856
Lansing Street Advisors
Pennsylvania
$766K +$766K +7,070 New
MFG
857
Mainsail Financial Group
Washington
$762K +$156K +1,440 +26%
SFWA
858
Summit Financial Wealth Advisors
Louisiana
$757K – – –
CG
859
CFO4Life Group
Texas
$756K +$756K +6,971 New
SDJVC
860
St. Denis J. Villere & Co
Louisiana
$755K +$755K +6,960 New
RPC
861
Rossmore Private Capital
Connecticut
$753K -$239K -2,202 -24%
PFGIA
862
Patriot Financial Group Insurance Agency
Massachusetts
$752K +$184K +1,693 +32%
DAM
863
Derbend Asset Management
Georgia
$752K +$163K +1,502 +28%
ESB
864
Essex Savings Bank
Connecticut
$748K – – –
TPWA
865
TRUE Private Wealth Advisors
Oregon
$743K -$381K -3,518 -34%
PWP
866
Perfromance Wealth Partners
Illinois
$742K +$3.47K +32 +0.5%
KP
867
Keel Point
Alabama
$741K -$37.3K -344 -5%
AC
868
ASB Consultores
Florida
$732K +$732K +6,750 New
ATC
869
Argent Trust Co
Tennessee
$731K -$48.7K -449 -6%
SRB
870
Shotwell Rutter Baer
Michigan
$731K +$731K +6,731 New
OC
871
Oarsman Capital
Wisconsin
$731K +$731K +6,740 New
First Trust Advisors
872
First Trust Advisors
Illinois
$730K -$8.24K -76 -1%
SWM
873
SeaCrest Wealth Management
New York
$730K +$14.8K +137 +2%
WFA
874
West Financial Advisors
Iowa
$727K -$91.7K -846 -11%
NFG
875
Nations Financial Group
Iowa
$726K -$66.8K -616 -8%
33 34
35
36 37