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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 %
PWM
501
Paulson Wealth Management
Illinois
$2.95M +$243K +2,238 +9%
SF
502
Symphony Financial
Texas
$2.93M +$1.11M +10,226 +61%
PP
503
Prosperity Planning
Missouri
$2.93M -$2.72M – –
SF
504
Summit Financial
New Jersey
$2.93M -$143K -1,320 -5%
MA
505
Mutual Advisors
Nebraska
$2.91M +$47.3K +436 +2%
4WM
506
4J Wealth Management
Virginia
$2.91M -$175K -1,610 -6%
JSA
507
Jacobson & Schmitt Advisors
Wisconsin
$2.91M -$640K -5,908 -18%
William Blair & Company
508
William Blair & Company
Illinois
$2.89M +$642K +5,920 +29%
HIP
509
HUB Investment Partners
Texas
$2.87M +$35K +323 +1%
HFS
510
Hoge Financial Services
Pennsylvania
$2.87M +$2.87M +26,429 New
CW
511
CreativeOne Wealth
Kansas
$2.85M +$511K +4,718 +22%
FIBT
512
First International Bank & Trust
North Dakota
$2.84M +$55K +507 +2%
LAM
513
LifePro Asset Management
California
$2.81M -$313K -2,883 -10%
HPFG
514
Hart & Patterson Financial Group
Massachusetts
$2.8M +$2.8M +25,855 New
FA
515
Fountainhead AM
New Jersey
$2.79M +$2.79M +25,762 New
CPP
516
Capasso Planning Partners
South Carolina
$2.78M +$384K +3,544 +16%
SIA
517
Spectrum Investment Advisors
Wisconsin
$2.78M +$2.78M +25,609 New
SFG
518
StrategIQ Financial Group
Indiana
$2.77M -$300K -2,768 -10%
PWS
519
Physician Wealth Solutions
Nevada
$2.76M +$2.76M +25,503 New
PAG
520
Paladin Advisory Group
Iowa
$2.76M +$94.6K +873 +4%
KL
521
KWMG LLC
Kansas
$2.76M -$126K -1,166 -4%
LFP
522
Leeward Financial Partners
Washington
$2.74M +$265K +2,440 +11%
BAAM
523
Baker Avenue Asset Management
California
$2.72M -$414K -3,817 -13%
SW
524
Simplicity Wealth
New Jersey
$2.72M +$708K +6,533 +35%
UWPG
525
Ullmann Wealth Partners Group
Florida
$2.69M +$1.85M +17,020 +217%
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