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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 %
HWA
1151
HCR Wealth Advisors
California
$278K +$7.37K +68 +3%
C1AG
1152
Client 1st Advisory Group
Florida
$278K – – –
PWA
1153
Provenance Wealth Advisors
Florida
$277K +$51.4K +474 +23%
NCM
1154
Northwest Capital Management
Oregon
$276K +$325 +3 +0.1%
PWM
1155
Palumbo Wealth Management
New York
$276K +$867 +8 +0.3%
WC
1156
Whitney & Co
New York
$272K -$16.8K -155 -6%
BG
1157
Benedetti & Gucer
Georgia
$270K -$172K -1,587 -39%
CCG
1158
Catalina Capital Group
California
$269K +$269K +2,484 New
CPA
1159
Cardiff Park Advisors
California
$267K +$1.52K +14 +0.6%
KWM
1160
KFG Wealth Management
Indiana
$266K -$276K -2,550 -51%
CFS
1161
Commonwealth Financial Services
West Virginia
$265K +$217 +2 +0.1%
OAM
1162
Occidental Asset Management
California
$265K -$221K -2,037 -45%
PWM
1163
PBMares Wealth Management
Virginia
$263K -$2.39K -22 -0.9%
BO
1164
Bank OZK
Arkansas
$263K +$263K +2,422 New
HIF
1165
Hill Island Financial
Michigan
$261K +$2.49K +23 +1%
OPPS
1166
Obsidian Personal Planning Solutions
Maryland
$261K – – –
AFC
1167
AFT Forsyth & Company
Florida
$258K – – –
PWS
1168
Paragon Wealth Strategies
Florida
$258K +$2.39K +22 +0.9%
AI
1169
Auour Investments
Massachusetts
$258K -$52.1K -485 -17%
EL
1170
EWA LLC
Pennsylvania
$258K +$258K +2,386 New
HCM
1171
HMS Capital Management
Tennessee
$257K – – –
AP
1172
Americana Partners
Texas
$255K -$244K -2,253 -49%
MOS
1173
MGO One Seven
Ohio
$254K -$16.6K -153 -6%
NCM
1174
Northland Capital Management
Minnesota
$254K – – –
GC
1175
Grimes & Company
Massachusetts
$253K +$253K +2,338 New
45 46
47
48 49