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.

Holders
1,370
Holders Change
+154
Holders Change %
+12.66%
% of All Funds
20.09%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
1.94%
New
272
Increased
484
Reduced
493
Closed
102
Calls
$179M
Puts
$97.9M
Net Calls
+$80.7M
Net Calls Change
+$62M
Name Market Value Shares Shares
Change
Shares
Change %
State of Wisconsin Investment Board
76
State of Wisconsin Investment Board
Wisconsin
$60.5M 557,900 -375,000 -40%
OIA
77
OneDigital Investment Advisors
Kansas
$60.3M 556,005 +138,389 +33%
BPA
78
Beacon Pointe Advisors
California
$60.2M 555,744 -147,292 -21%
Stifel Financial
79
Stifel Financial
Missouri
$59.5M 548,642 +11,473 +2%
OPS
80
Orion Portfolio Solutions
Nebraska
$59M 544,298 +18,409 +4%
BCI
81
Brinker Capital Investments
Pennsylvania
$59M 544,298 +18,409 +4%
FMWA
82
Forvis Mazars Wealth Advisors
Missouri
$58.2M 537,035 +33,009 +7%
M&T Bank
83
M&T Bank
New York
$57.7M 531,779 +345,117 +185%
ZB
84
Zions Bancorporation
Utah
$57.4M 529,415 +522,432 +7,481%
Pathstone Holdings
85
Pathstone Holdings
New Jersey
$54.7M 504,498 +504,498 New
Financial Engines Advisors
86
Financial Engines Advisors
California
$54.5M 502,829 +27,218 +6%
MAS
87
Meeder Advisory Services
Ohio
$53.4M 492,778 +23,415 +5%
PMFA
88
Plante Moran Financial Advisors
Michigan
$52.6M 484,957 -1,422 -0.3%
RJA
89
Raymond James & Associates
Florida
$49.7M 458,437 +195,064 +74%
MNG
90
Manning & Napier Group
New York
JWA
91
JFS Wealth Advisors
Pennsylvania
$46.5M 429,090 +12,435 +3%
SP
92
Symmetry Partners
Connecticut
$45.1M 415,693 +22,661 +6%
AllianceBernstein
93
AllianceBernstein
Tennessee
$43.6M 402,161 +6,688 +2%
OMC
94
Old Mission Capital
Illinois
$42.9M 396,051 +106,155 +37%
TC
95
Trust Company
Kansas
$42.5M 392,366 +196,840 +101%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$42.5M 392,086 +234,388 +149%
FFM
97
Forum Financial Management
Illinois
$42.3M 390,549 +146,648 +60%
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$40.9M 377,070 +377,070 New
SW
99
SoFi Wealth
California
$40.8M 376,704 +7,652 +2%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$40.1M 369,847 -116,582 -24%