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iShares National Muni Bond ETF
MUB

Overview Fund Activity

240 hedge funds and large institutions have $2.2B invested in iShares National Muni Bond ETF in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 107 increasing their positions, 66 reducing their positions, and 18 closing their positions.

Holders
240
Holders Change
+10
Holders Change %
+4.35%
% of All Funds
6.97%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.38%
New
28
Increased
107
Reduced
66
Closed
18
Calls
$2.63M
Puts
$60.2M
Net Calls
-$57.6M
Net Calls Change
-$10.1M

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$358M
2
W
2
Wealthfront
California
$173M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$32.5M
4
Creative Planning
4
Creative Planning
Kansas
$81.6M
5
U
5
UBS
Switzerland
$106M

Top Sellers

1
BIM
1
BlackRock Investment Management
Delaware
$6.3M
2
BTS
2
BB&T Securities
Virginia
$162M
3
Citigroup
3
Citigroup
New York
$10.5M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$0
5
MLICM
5
Metropolitan Life Insurance Company (MetLife)
New York
$48.4M
Name Market Value Shares Shares
Change 		Shares
Change %
RAM
226
Riggs Asset Management
Pennsylvania
$123K 1,120 +1,120 New
AWM
227
Avior Wealth Management
Nebraska
$120K 1,090 – –
CFA
228
Carroll Financial Associates
North Carolina
$94K 859 -70 -8%
PMFA
229
Plante Moran Financial Advisors
Michigan
$93K 850 +850 New
JFA
230
JNBA Financial Advisors
Minnesota
$91K 826 – –
JIC
231
Joel Isaacson & Co
New York
$66K 600 – –
WA
232
WFG Advisors
Texas
$63K 578 -53 -8%
AC
233
Alexandria Capital
Virginia
$33K 300 – –
FFC
234
First Financial Corp
Indiana
$33K 300 +300 New
ECM
235
Exchange Capital Management
Michigan
$32K 290 – –
WTB
236
Washington Trust Bank
Washington
$32K 290 – –
FM
237
Forward Management
California
$29K 265 – –
FBT
238
Founders Bank & Trust
Michigan
$26K 240 – –
EWM
239
Evercore Wealth Management
New York
$25K 227 -2,400 -91%
Northern Trust
240
Northern Trust
Illinois
$20K 18,516 -370 -2%
M
241
MOTCO
Texas
$15K 140 – –
BFEC
242
Benjamin F. Edwards & Company
Missouri
$15K 134 – –
BC
243
Bartlett & Co
Ohio
$13K 115 +8 +7%
DAM
244
Delta Asset Management
Tennessee
$11K 101 – –
ANBT
245
American National Bank & Trust
Texas
$5K 50 +50 New
Manulife (Manufacturers Life Insurance)
246
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22 200 +200 New
AllianceBernstein
247
AllianceBernstein
Tennessee
– – -95,812 Closed
AAIM
248
American Assets Investment Management
California
– – -44,739 Closed
VKH
249
Virtu KCG Holdings
New York
– – -26,722 Closed
FHA
250
First Horizon Advisors
Tennessee
– – -9,613 Closed
7 8 9
10
11