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iShares National Muni Bond ETF
MUB

Overview Fund Activity

360 hedge funds and large institutions have $3.91B invested in iShares National Muni Bond ETF in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 148 increasing their positions, 101 reducing their positions, and 28 closing their positions.

Holders
360
Holders Change
+27
Holders Change %
+8.11%
% of All Funds
9.61%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.72%
New
56
Increased
148
Reduced
101
Closed
28
Calls
$313K
Puts
$1.92M
Net Calls
-$1.61M
Net Calls Change
-$3.24M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$320M
2
Betterment LLC
2
Betterment LLC
New York
$307M
3
Morgan Stanley
3
Morgan Stanley
New York
$181M
4
W
4
Wealthfront
California
$282M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$102M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$0
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Creative Planning
3
Creative Planning
Kansas
$141M
4
HI
4
Horizon Investments
North Carolina
$3.3M
5
NMIS
5
Northwestern Mutual Investment Services
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ID
226
Integral Derivatives
New York
$692K 6,200 +6,200 New
ATC
227
Argent Trust Co
Tennessee
$664K 5,943 – –
WA
228
Winfield Associates
Ohio
$659K 5,905 -353 -6%
LWA
229
Lenox Wealth Advisors
New York
$645K 5,774 -1,805 -24%
BJ
230
Brouwer & Janachowski
California
$642K 5,750 +5,750 New
HFS
231
HL Financial Services
Kentucky
$634K 5,676 +10 +0.2%
EAM
232
Evanson Asset Management
California
$629K 5,629 – –
OIA
233
Optimum Investment Advisors
Illinois
$628K 5,629 +1,960 +53%
FA
234
FDx Advisors
Illinois
$618K 5,536 +3,452 +166%
NA
235
Nottingham Advisors
New York
$616K 5,560 – –
IH
236
IFC Holdings
Florida
$598K 5,376 +1,196 +29%
WP
237
WMS Partners
Maryland
$584K 5,234 – –
JWA
238
JFS Wealth Advisors
Pennsylvania
$577K 5,170 – –
CFS
239
Commonwealth Financial Services
West Virginia
$559K 5,004 – –
SWA
240
Sutton Wealth Advisors
Florida
$556K 4,984 +4,984 New
BL
241
Balentine LLC
Georgia
$548K 4,905 +298 +6%
1GA
242
1st Global Advisors
Texas
$530K 4,746 -857 -15%
EB
243
Eastern Bank
Massachusetts
$526K 4,709 -193 -4%
BSWMG
244
Barrington Strategic Wealth Management Group
Illinois
$522K 4,675 – –
CAL
245
Capital Advisors Ltd
Ohio
$515K 4,609 – –
BBA
246
BLB&B Advisors
Pennsylvania
$502K 4,500 +4,500 New
PSUF
247
People's United Financial
Connecticut
$497K 4,450 +500 +13%
CGL
248
Clarius Group LLC
Washington
$488K 4,375 – –
BSW
249
Buckingham Strategic Wealth
Missouri
$485K 4,344 -170 -4%
BC
250
Bartlett & Co
Ohio
$481K 4,305 +1,365 +46%
8 9
10
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