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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.

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
1
Morgan Stanley
New York
$1.61B
2
Jane Street
2
Jane Street
New York
$558M
3
OWM
3
Orgel Wealth Management
Wisconsin
$415M
4
RWP
4
RWA Wealth Partners
Massachusetts
$296M
5
Citadel Advisors
5
Citadel Advisors
Florida
$184M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$433M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.05B
3
AC
3
Allstate Corporation
Illinois
$134M
4
Creative Planning
4
Creative Planning
Kansas
$1.16B
5
CC
5
Centiva Capital
New York
$182M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.62B 24,131,108 +1,679,247 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.05B 18,878,546 -5,600,683 -23%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.77B 16,290,564 +1,144,829 +8%
Morgan Stanley
4
Morgan Stanley
New York
$1.61B 14,828,272 +9,055,095 +157%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.18B 10,873,269 +518,336 +5%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.17B 10,816,557 +966,467 +10%
Creative Planning
7
Creative Planning
Kansas
$1.16B 10,677,645 -1,009,236 -9%
Betterment LLC
8
Betterment LLC
New York
$1.06B 9,762,968 -498,158 -5%
Wealthfront Advisers
9
Wealthfront Advisers
California
$1.04B 9,609,442 +988,331 +11%
CSIA
10
Charles Schwab Investment Advisory
California
$974M 8,980,031 -575,293 -6%
Wells Fargo
11
Wells Fargo
California
$865M 7,978,397 +517,538 +7%
US Bancorp
12
US Bancorp
Minnesota
$767M 7,077,970 -66,859 -0.9%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$676M 6,231,317 +211,946 +4%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$675M 6,225,777 +259,973 +4%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$641M 5,911,962 +277,085 +5%
LPL Financial
16
LPL Financial
California
$631M 5,816,803 +656,936 +13%
Jane Street
17
Jane Street
New York
$558M 5,150,292 +5,146,865 +150,186%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$485M 4,477,304 +405,687 +10%
Fisher Asset Management
19
Fisher Asset Management
Washington
$439M 4,046,529 +173,611 +4%
TIAA Trust, National Association
20
TIAA Trust, National Association
North Carolina
$433M 3,997,298 -8,401,316 -68%
OWM
21
Orgel Wealth Management
Wisconsin
$415M 3,827,435 +3,546,457 +1,262%
FCBT
22
First Citizens Bank & Trust
North Carolina
$383M 3,537,075 -77,338 -2%
SEI Investments
23
SEI Investments
Pennsylvania
$344M 3,172,582 -674,559 -18%
UBS Group
24
UBS Group
Switzerland
$305M 2,815,520 +24,361 +0.9%
RWP
25
RWA Wealth Partners
Massachusetts
$296M 2,729,275 +2,162,458 +382%
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