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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 %
BCA
1001
Bray Capital Advisors
Florida
$466K +$428K +3,950 +1,129%
EK
1002
Evensky & Katz
Florida
$466K +$37K +341 +9%
EIP
1003
Ellis Investment Partners
Pennsylvania
$462K +$4.44K +41 +1%
DAC
1004
Dividend Assets Capital
South Carolina
$462K – – –
NFA
1005
Northwest Financial Advisors
Virginia
$462K +$462K +4,261 New
Empower Advisory Group
1006
Empower Advisory Group
Colorado
$460K -$315K -2,902 -41%
FFM
1007
Flagstone Financial Management
Nebraska
$459K – – –
SFS
1008
Sharp Financial Services
Pennsylvania
$455K +$455K +4,200 New
MWM
1009
Modern Wealth Management
Kansas
$452K +$452K +4,171 New
FWM
1010
FFT Wealth Management
Pennsylvania
$447K +$227K +2,090 +103%
FWP
1011
Firethorn Wealth Partners
Georgia
$447K -$752K -6,938 -63%
WJA
1012
Willis Johnson & Associates
Texas
$446K -$2.73M -25,166 -86%
HBT
1013
Hills Bank & Trust
Iowa
$446K – – –
AF
1014
Apollon Financial
South Carolina
$441K +$441K +4,071 New
CKAIS
1015
Christensen King & Associates Investment Services
Washington
$440K +$440K +4,061 New
EWA
1016
Elevate Wealth Advisory
Georgia
$440K +$440K +4,061 New
SVWG
1017
Shared Vision Wealth Group
United States
$440K +$440K +4,056 New
FA
1018
FDx Advisors
Illinois
$436K +$436K +4,019 New
TCA
1019
Transcend Capital Advisors
New Jersey
$435K -$2.26M -20,877 -84%
D
1020
Diversified
Delaware
$434K +$90.7K +837 +26%
BA
1021
Ballast Advisors
Minnesota
$433K -$265K -2,441 -38%
ZIM
1022
Zacks Investment Management
Illinois
$431K -$178K -1,644 -29%
AA
1023
Addison Advisors
Vermont
$430K +$410K +3,786 +2,069%
GFA
1024
Gallagher Fiduciary Advisors
Illinois
$430K -$16.4K -151 -4%
IFAM
1025
Institutional & Family Asset Management
Colorado
$428K +$428K +3,952 New
39 40
41
42 43