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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
1176
Sollinda Capital Management
Florida
$253K +$253K +2,332 New
GWANC
1177
Guardian Wealth Advisors (North Carolina)
North Carolina
$252K +$11.9K +110 +5%
FWM
1178
FSA Wealth Management
Massachusetts
$250K -$542 -5 -0.2%
CAM
1179
Covenant Asset Management
New Jersey
$250K +$250K +2,302 New
C
1180
Covestor
United Kingdom
$248K -$15.7K -145 -6%
HHWM
1181
Hiley Hunt Wealth Management
Nebraska
$246K +$246K +2,267 New
S
1182
Sunpointe
Missouri
$245K +$245K +2,258 New
HWP
1183
Highline Wealth Partners
California
$245K +$54.4K +502 +29%
TDWM
1184
Topel & Distasi Wealth Management
California
$243K
BHWA
1185
Beacon Harbor Wealth Advisors
Virginia
$241K
FGAM
1186
Financial Gravity Asset Management
Texas
$239K
SP
1187
Successful Portfolios
Florida
$238K -$108K -1,000 -31%
SAM
1188
Summit Asset Management
Tennessee
$236K -$61.8K -570 -21%
WCWM
1189
Willow Creek Wealth Management
California
$236K
SRC
1190
Shufro Rose & Co
New York
$236K
CIC
1191
Carnegie Investment Counsel
Ohio
$235K
SWP
1192
Strategic Wealth Partners
Ohio
$235K -$33.8K -312 -13%
VFA
1193
Valeo Financial Advisors
Indiana
$234K +$234K +2,154 New
HWM
1194
HB Wealth Management
Georgia
$232K +$232K +2,143 New
LA
1195
Legacy Advisors
Pennsylvania
$232K -$30.6K -282 -12%
PCM
1196
Presidio Capital Management
California
$231K +$231K +2,131 New
O3W
1197
Omni 360 Wealth
New Jersey
$231K +$231K +2,128 New
BAM
1198
BTS Asset Management
Massachusetts
$230K -$691K -6,370 -75%
MFA
1199
Millington Financial Advisors
Illinois
$229K +$229K +2,115 New
SC
1200
Sapient Capital
Indiana
$229K +$229K +2,109 New