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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 %
WCM
1026
Windham Capital Management
Massachusetts
$428K – – –
MPPLM
1027
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$427K -$72.1K -665 -14%
SIM
1028
Stratos Investment Management
Ohio
$425K -$61.4K -566 -13%
LHC
1029
Little House Capital
Massachusetts
$425K -$3.14K -29 -0.7%
FA
1030
FSA Advisors
Michigan
$424K +$424K +3,915 New
FAM
1031
Frontier Asset Management
Wyoming
$423K -$170K -1,567 -29%
NCM
1032
NCM Capital Management
New Jersey
$423K – – –
Simplex Trading
1033
Simplex Trading
Illinois
$422K +$121K +1,116 +40%
EWA
1034
ERTS Wealth Advisors
Michigan
$422K -$679K -6,259 -62%
AWM
1035
Altus Wealth Management
Kentucky
$421K – – –
EFG
1036
Ethos Financial Group
Pennsylvania
$417K +$417K +3,845 New
BIA
1037
Bell Investment Advisors
California
$415K -$8.35K -77 -2%
RP
1038
Riverwater Partners
Wisconsin
$415K +$415K +3,826 New
CAM
1039
Cozad Asset Management
Illinois
$408K +$44.4K +410 +12%
RIA
1040
Realta Investment Advisors
Delaware
$405K -$126K -1,160 -24%
BTI
1041
Blue Trust Inc
Georgia
$405K +$42.3K +413 +12%
CCM
1042
Canal Capital Management
Virginia
$404K -$61K -563 -13%
NWM
1043
Northwest Wealth Management
Iowa
$404K -$43.8K -404 -10%
SWP
1044
Summit Wealth Partners
Florida
$399K +$5.53K +51 +1%
FIM
1045
Freedom Investment Management
Connecticut
$398K +$398K +3,669 New
HWA
1046
Hilltop Wealth Advisors
North Carolina
$396K +$396K +3,657 New
VNIM
1047
Vaughan Nelson Investment Management
Texas
$396K -$5.97K -55 -1%
AWM
1048
Avaii Wealth Management
Wisconsin
$396K +$136K +1,256 +52%
LFP
1049
Lakeshore Financial Planning
Michigan
$394K – – –
WE
1050
Wealth Effects
Massachusetts
$390K +$390K +3,597 New
40 41
42
43 44