MUB icon

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 %
RWI
976
Red Wave Investments
Pennsylvania
$514K -$2.11M -19,454 -80%
SMC
977
Smith, Moore & Co
Missouri
$513K +$75.4K +695 +17%
RWM
978
Revisor Wealth Management
Ohio
$513K +$513K +4,730 New
IWP
979
Innova Wealth Partners
Pennsylvania
$512K -$117K -1,080 -19%
SP
980
Stablepoint Partners
Massachusetts
$511K +$511K +4,710 New
EWM
981
Evercore Wealth Management
New York
$510K +$510K +4,702 New
GAM
982
Gould Asset Management
California
$507K +$8.67K +80 +2%
WAG
983
Wheelhouse Advisory Group
Missouri
$502K +$502K +4,629 New
TSS
984
Two Sigma Securities
New York
$500K -$212K -1,957 -30%
RRA
985
Round Rock Advisors
Connecticut
$499K +$285K +2,630 +134%
GCM
986
Gallacher Capital Management
Colorado
$499K +$173K +1,600 +53%
EIG
987
Ellenbecker Investment Group
Wisconsin
$498K +$3.9K +36 +0.8%
PFT
988
Providence First Trust
Arizona
$493K – – –
FFO
989
Fiduciary Family Office
Florida
$490K +$490K +4,517 New
Tudor Investment Corp
990
Tudor Investment Corp
Connecticut
$487K -$207K -1,906 -30%
IIC
991
Integrated Investment Consultants
Michigan
$487K +$487K +4,491 New
RZH
992
Relyea Zuckerberg Hanson
Connecticut
$486K +$486K +4,480 New
EFG
993
Erickson Financial Group
Pennsylvania
$484K -$2.6K -24 -0.5%
WT
994
Washington Trust
Rhode Island
$483K +$481K +4,433 +24,628%
AFO
995
Arrowroot Family Office
California
$478K +$42.4K +391 +10%
ECM
996
Exchange Capital Management
Michigan
$476K -$27.3K -252 -5%
AP
997
Adero Partners
California
$475K -$224K -2,062 -32%
COCM
998
Charter Oak Capital Management
New Hampshire
$468K -$44.3K -409 -9%
FWA
999
FOCUS Wealth Advisors
Texas
$468K -$430K -3,970 -48%
VAF
1000
Values Added Financial
District of Columbia
$467K +$94K +867 +25%
38 39
40
41 42