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iShares National Muni Bond ETF
MUB

Overview Fund Activity

378 hedge funds and large institutions have $4.44B invested in iShares National Muni Bond ETF in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 190 increasing their positions, 88 reducing their positions, and 22 closing their positions.

Holders
378
Holders Change
+18
Holders Change %
+5%
% of All Funds
10.1%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.75%
New
44
Increased
190
Reduced
88
Closed
22
Calls
$948K
Puts
$2.86M
Net Calls
-$1.91M
Net Calls Change
-$304K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$370M
2
Bank of America
2
Bank of America
North Carolina
$477M
3
Jane Street
3
Jane Street
New York
$57.4M
4
HHGA
4
Halbert Hargrove Global Advisors
California
$47.2M
5
W
5
Wealthfront
California
$330M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$42.1M
2
MLICM
2
Metropolitan Life Insurance Company (MetLife)
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$165M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAG
5
Crestwood Advisors Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CG
226
Caprock Group
Idaho
$802K 7,039 +7,039 New
IFA
227
Interactive Financial Advisors
Illinois
$779K 6,842 -50,188 -88%
VFA
228
Voya Financial Advisors
Connecticut
$774K 6,804 +263 +4%
PAS
229
Park Avenue Securities
New York
$766K 6,734 +6,734 New
CDIA
230
Capital Directions Investment Advisors
Georgia
$760K 6,667 -142 -2%
NCMW
231
Northern Capital Management (Wisconsin)
Wisconsin
$746K 6,550 – –
OIA
232
Optimum Investment Advisors
Illinois
$734K 6,440 +811 +14%
GI
233
Gradient Investments
Minnesota
$721K 6,327 +2,319 +58%
NIA
234
Northstar Investment Advisors
Colorado
$717K 6,290 – –
SYBT
235
Stock Yards Bank & Trust
Kentucky
$712K 6,248 +6,248 New
CCP
236
Clough Capital Partners
Massachusetts
$706K 6,200 +6,200 New
RJT
237
Raymond James Trust
Florida
$695K 6,104 +3,458 +131%
ATC
238
Argent Trust Co
Tennessee
$677K 5,943 – –
HFS
239
HL Financial Services
Kentucky
$662K 5,812 +136 +2%
WA
240
Winfield Associates
Ohio
$647K 5,675 -230 -4%
EAM
241
Evanson Asset Management
California
$641K 5,629 – –
BC
242
Bartlett & Co
Ohio
$629K 5,520 +1,215 +28%
WP
243
WMS Partners
Maryland
$626K 5,494 +260 +5%
BSWMG
244
Barrington Strategic Wealth Management Group
Illinois
$624K 5,475 +800 +17%
CT
245
Cambridge Trust
Massachusetts
$602K 5,280 +5,280 New
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$598K 5,253 +5,253 New
JWA
247
JFS Wealth Advisors
Pennsylvania
$589K 5,170 – –
CAL
248
Capital Advisors Ltd
Ohio
$587K 5,151 +542 +12%
LWA
249
Lenox Wealth Advisors
New York
$586K 5,142 -632 -11%
CFS
250
Commonwealth Financial Services
West Virginia
$574K 5,036 +32 +0.6%
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10
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