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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 %
PWPS
901
Pinnacle Wealth Planning Services
Ohio
$656K -$3.9K -36 -0.6%
CFG
902
Cooper Financial Group
California
$655K -$140K -1,290 -18%
AWM
903
Act Wealth Management
Texas
$653K +$653K +6,026 New
PCMC
904
Private Capital Management (Colorado)
Colorado
$653K +$417K +3,846 +177%
GM
905
GeoWealth Management
Illinois
$650K +$193K +1,784 +42%
PP
906
PrairieView Partners
Minnesota
$649K -$257K -2,367 -28%
HCA
907
Horan Capital Advisors
Ohio
$647K -$41K -378 -6%
PCMC
908
Paragon Capital Management (Colorado)
Colorado
$647K -$233K -2,145 -26%
FAFN
909
First Affirmative Financial Network
Colorado
$639K +$28.2K +260 +5%
IWM
910
Integris Wealth Management
California
$634K -$71.9K -663 -10%
MFG
911
Magnus Financial Group
New York
$632K +$632K +5,826 New
WFAG
912
Wescott Financial Advisory Group
Pennsylvania
$632K +$867 +8 +0.1%
AFS
913
AFG Fiduciary Services
Massachusetts
$631K +$12.7K +117 +2%
AWM
914
Able Wealth Management
New Jersey
$630K +$630K +5,814 New
FCM
915
Fortis Capital Management
Washington
$624K -$32.5K -300 -5%
CSIA
916
Conrad Siegel Investment Advisors
Pennsylvania
$623K +$623K +5,746 New
RWA
917
Redhawk Wealth Advisors
Minnesota
$619K +$619K +5,706 New
USB
918
Union Savings Bank
Connecticut
$616K -$25.5K -235 -4%
MSFS
919
Main Street Financial Solutions
Pennsylvania
$614K +$10.1K +93 +2%
LNWWM
920
Laird Norton Wetherby Wealth Management
California
$613K -$8.7M -80,292 -93%
TWM
921
Tradition Wealth Management
Minnesota
$611K +$602K +5,560 +7,038%
KWA
922
Kingswood Wealth Advisors
California
$610K -$3.8K -35 -0.6%
AFG
923
Altiora Financial Group
Ohio
$610K +$89.8K +828 +17%
FAM
924
Flaharty Asset Management
Florida
$608K – – –
EAM
925
Evanson Asset Management
California
$607K – – –
35 36
37
38 39