MUB icon

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 %
NAM
251
NTV Asset Management
West Virginia
$480K 4,300 +1,000 +30%
S
252
SignatureFD
Georgia
$476K 4,266 – –
MFT
253
Moisand Fitzgerald Tamayo
Florida
$475K 4,251 -302 -7%
ASN
254
Advisory Services Network
Georgia
$468K 4,194 +74 +2%
GI
255
Gradient Investments
Minnesota
$447K 4,008 +663 +20%
Comerica Bank
256
Comerica Bank
Texas
$441K 3,926 -156 -4%
AIA
257
Alerus Investment Advisors
Minnesota
$433K 3,874 – –
CB
258
Chemical Bank
Michigan
$415K 3,716 – –
GWM
259
Gupta Wealth Management
California
$413K 3,696 +370 +11%
TI
260
Truepoint Inc
Ohio
$402K 3,600 – –
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$394K 3,530 +1,800 +104%
KA
262
Kovack Advisors
Florida
$389K 3,480 +3,480 New
UBS AM
263
UBS AM
Illinois
– – – –
HB
264
Homrich & Berg
Georgia
$382K 3,419 +147 +4%
CTB
265
Country Trust Bank
Illinois
$376K 3,370 -5,371 -61%
FMWA
266
Forvis Mazars Wealth Advisors
Missouri
$376K 3,366 -260 -7%
CCT
267
Country Club Trust
Missouri
$374K 3,350 -300 -8%
SSWM
268
Sheets Smith Wealth Management
North Carolina
$372K 3,336 +205 +7%
CWM
269
Cornerstone Wealth Management
Missouri
$368K 3,268 +3,268 New
MCTIC
270
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
– – – –
Bessemer Group
271
Bessemer Group
New Jersey
$364K 3,253 -978 -23%
BAM
272
Berkshire Asset Management
Pennsylvania
$363K 3,250 – –
FNBOO
273
First National Bank of Omaha
Nebraska
$352K 3,150 – –
JSA
274
Jacobson & Schmitt Advisors
Wisconsin
$351K 3,142 +1,122 +56%
BHWM
275
Bar Harbor Wealth Management
New Hampshire
$350K 3,135 -170 -5%
9 10
11
12 13