MUB icon

iShares National Muni Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
9WM
951
9258 Wealth Management
Ohio
$551K -$97.1K -896 -15%
UAG
952
United Advisor Group
Ohio
$551K +$551K +5,074 New
LF
953
Lee Financial
Texas
$548K +$542K +5,000 +9,091%
APWM
954
Argonautica Private Wealth Management
Massachusetts
$548K
CAMV
955
Concord Asset Management (Virginia)
Virginia
$546K -$224K -2,063 -29%
BOSSRA
956
B.O.S.S. Retirement Advisors
Utah
$545K +$21.1K +195 +4%
CB
957
Centennial Bank
Arkansas
$542K +$542K +5,000 New
HFAS
958
Hummer Financial Advisory Services
Illinois
$542K
MMG
959
Monetary Management Group
Missouri
$542K
MLM
960
Mount Lucas Management
Pennsylvania
$541K +$302K +2,789 +127%
AWM
961
Aries Wealth Management
Maine
$540K
GWCM
962
Godshalk Welsh Capital Management
Pennsylvania
$539K +$27.1K +250 +5%
RIM
963
Redwood Investment Management
Arizona
$539K +$53.1K +490 +11%
TAM
964
TCP Asset Management
Ohio
$537K +$2.06K +19 +0.4%
EWA
965
Evolution Wealth Advisors
Florida
$536K
I
966
INVST
Indiana
$535K +$149K +1,380 +39%
GAA
967
Guardian Asset Advisors
Pennsylvania
$530K +$530K +4,885 New
MIM
968
Macroview Investment Management
Maryland
$527K -$329K -3,038 -38%
Neuberger Berman Group
969
Neuberger Berman Group
New York
$526K -$7M -64,546 -93%
TAM
970
Titleist Asset Management
Texas
$521K
PFBT
971
Parkside Financial Bank & Trust
Missouri
$521K +$46K +424 +10%
CA
972
Cumberland Advisors
Florida
$516K +$113K +1,040 +28%
HI
973
Harper Investing
California
$515K -$125K -1,155 -20%
WCF
974
West Coast Financial
California
$515K -$47.2K -435 -8%
PCH
975
PGIM Custom Harvest
New Jersey
$515K +$26.5K +244 +5%