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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
20.09%
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

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 %
AI
1101
AXS Investments
New York
$325K -$813K -7,500 -71%
OIA
1102
Optimum Investment Advisors
Illinois
$325K -$163K -1,500 -33%
CGA
1103
Crescent Grove Advisors
Illinois
$325K – – –
CTA
1104
Colonial Trust Advisors
South Carolina
$324K – – –
CNC
1105
Citizens & Northern Corp
Pennsylvania
$324K +$324K +2,986 New
SS
1106
Sunbelt Securities
Texas
$320K -$23.3K -215 -7%
VI
1107
VanderPol Investments
Michigan
$318K +$318K +2,936 New
HCP
1108
Hexagon Capital Partners
Arkansas
$318K +$214K +1,972 +205%
IA
1109
Insight Advisors
Pennsylvania
$316K – – –
RPG
1110
Resource Planning Group
Georgia
$316K +$316K +2,912 New
CAM
1111
Concorde Asset Management
Michigan
$315K +$1.52K +14 +0.5%
LL
1112
LWMG LLC
Minnesota
$314K +$11.7K +108 +4%
BP
1113
BBR Partners
New York
$311K -$6.29K -58 -2%
HGWM
1114
Horst & Graben Wealth Management
Oregon
$310K -$306K -2,822 -50%
SPI
1115
Sutton Place Investors
New York
$309K -$31.3K -289 -9%
TIM
1116
Total Investment Management
Arizona
$308K +$2.6K +24 +0.9%
SAI
1117
Savvy Advisors Inc
New York
$307K +$307K +2,836 New
TAM
1118
Todd Asset Management
Kentucky
$307K -$86.7K -800 -22%
TNBTD
1119
Trustmark National Bank Trust Department
Mississippi
$306K -$10.8K -100 -3%
FPGK
1120
Financial Partners Group (Kansas)
Kansas
$305K +$305K +2,816 New
IPW
1121
Intergy Private Wealth
Colorado
$305K +$305K +2,815 New
TFM
1122
Trademark Financial Management
Minnesota
$305K +$305K +2,814 New
NAMNJ
1123
NorthStar Asset Management (New Jersey)
New Jersey
$304K +$304K +2,805 New
WCM
1124
Winthrop Capital Management
Indiana
$304K +$304K +2,801 New
BPWM
1125
Badgley Phelps Wealth Managers
Washington
$304K -$1.74K -16 -0.6%
43 44
45
46 47