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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 %
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$402K 3,532 +2 +0.1%
FMWA
277
Forvis Mazars Wealth Advisors
Missouri
$383K 3,366 – –
CCT
278
Country Club Trust
Missouri
$382K 3,350 – –
SSWM
279
Sheets Smith Wealth Management
North Carolina
$381K 3,341 +5 +0.1%
HB
280
Homrich & Berg
Georgia
$374K 3,281 -138 -4%
MCTIC
281
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
– – – –
Citigroup
282
Citigroup
New York
$373K 3,277 +733 +29%
UBS AM
283
UBS AM
Illinois
– – – –
FA
284
FDx Advisors
Illinois
$371K 3,258 -2,278 -41%
BAM
285
Berkshire Asset Management
Pennsylvania
$370K 3,250 – –
FNBOO
286
First National Bank of Omaha
Nebraska
$359K 3,150 – –
JSA
287
Jacobson & Schmitt Advisors
Wisconsin
$358K 3,142 – –
BHWM
288
Bar Harbor Wealth Management
New Hampshire
$356K 3,126 -9 -0.3%
HT
289
HighTower Trust
Texas
$350K 3,076 -55 -2%
GC
290
Grimes & Company
Massachusetts
$347K 3,043 +3,043 New
KCM
291
Karp Capital Management
California
$346K 3,035 +580 +24%
KFA
292
Kelleher Financial Advisors
New York
$342K 3,009 – –
MWM
293
Mission Wealth Management
California
$339K 2,977 +102 +4%
ACP
294
Aviance Capital Partners
Florida
$334K 2,932 -13 -0.4%
PG
295
Patten Group
Tennessee
$323K 2,837 – –
BFA
296
Bragg Financial Advisors
North Carolina
$323K 2,835 +390 +16%
GWM
297
Geneos Wealth Management
Colorado
$319K 2,809 +1,390 +98%
CWM
298
Calamos Wealth Management
Illinois
$308K 2,700 +685 +34%
GLA
299
Great Lakes Advisors
Illinois
$303K 2,656 +65 +3%
GP
300
Girard Partners
Pennsylvania
$303K 2,663 +2,663 New
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12
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