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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 %
VPP
926
Vertex Planning Partners
Illinois
$606K +$206K +1,904 +52%
FPW
927
Flagship Private Wealth
Massachusetts
$605K -$44.3K -409 -7%
EWM
928
EPG Wealth Management
Georgia
$603K +$430 +4 +0.1%
BW
929
BIP Wealth
Georgia
$603K -$113K -1,046 -16%
WA
930
Wealth Alliance
New York
$602K -$2.67M -24,638 -82%
SIA
931
Strategic Investment Advisors
Michigan
$598K -$31.3K -289 -5%
IBOK
932
Independence Bank of Kentucky
Kentucky
$596K +$311K +2,865 +109%
AFG
933
Atomi Financial Group
New York
$595K +$595K +5,487 New
CWM
934
Certus Wealth Management
California
$595K +$75.1K +693 +14%
CFO
935
Collective Family Office
Pennsylvania
$594K -$506K -4,664 -46%
LW
936
Linscomb Wealth
Texas
$594K -$193K -1,783 -25%
PWA
937
Pillar Wealth Advisors
Pennsylvania
$594K +$310K +2,859 +109%
KPWG
938
KFA Private Wealth Group
Virginia
$591K +$2.93K +27 +0.5%
DTC
939
Davidson Trust Company
Washington
$591K +$591K +5,450 New
SI
940
Seeds Investor
New York
$588K +$588K +5,422 New
WN
941
Williams & Novak
California
$587K +$587K +5,417 New
WCM
942
Weaver Capital Management
Georgia
$583K +$583K +5,377 New
FFB
943
First Financial Bankshares
Texas
$582K +$582K +5,371 New
CC
944
Copperleaf Capital
North Carolina
$579K +$14.7K +136 +3%
SEIA
945
Signature Estate & Investment Advisors
California
$579K +$579K +5,342 New
BFG
946
Baron Financial Group
New Jersey
$576K -$737K -6,799 -56%
HFS
947
Heritage Financial Services
Massachusetts
$563K +$563K +5,190 New
GI
948
GLOBALT Investments
Georgia
$562K +$562K +5,180 New
NS
949
NBC Securities
Alabama
$554K -$55.2K -510 -9%
HR
950
Hardy Reed
Mississippi
$553K +$553K +5,100 New
36 37
38
39 40