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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 %
BCP
301
Berkeley Capital Partners
Georgia
$255K 2,286 +13 +0.6%
B
302
Bailard
California
$248K 2,220 +2,220 New
EA
303
Efficient Advisors
Ohio
$243K 2,173 +2,173 New
SFA
304
Sequoia Financial Advisors
Ohio
$241K 2,160 -2,428 -53%
TFCP
305
Twin Focus Capital Partners
Massachusetts
$241K 2,159 – –
KA
306
Klingman & Associates
New York
$234K 2,097 – –
CIC
307
Carnegie Investment Counsel
Ohio
$231K 2,072 – –
ACM
308
Argentus Capital Management
Texas
$231K 2,071 +2,071 New
HTC
309
Haverford Trust Company
Pennsylvania
$230K 2,056 – –
FTIOP
310
Fiduciary Trust International of Pennsylvania
Pennsylvania
$226K 2,027 – –
CWM
311
Calamos Wealth Management
Illinois
$225K 2,015 +2,015 New
CONA
312
Capital One National Association
New York
$224K 2,005 -32,020 -94%
TIM
313
Tortoise Investment Management
New York
$223K 1,999 -2,610 -57%
BWM
314
Braver Wealth Management
Massachusetts
$219K 1,964 +1,964 New
FWP
315
FAS Wealth Partners
Kansas
$209K 1,872 +1,872 New
VNA
316
Valley National Advisers
Pennsylvania
$205K 1,840 -45 -2%
AWE
317
Avidian Wealth Enterprises
Texas
$202K 1,805 – –
VIA
318
Vantage Investment Advisors
Pennsylvania
$200K 1,792 +1 +0.1%
JFA
319
JNBA Financial Advisors
Minnesota
$194K 1,740 – –
AWM
320
Avior Wealth Management
Nebraska
$190K 1,704 +790 +86%
ClearBridge Investments
321
ClearBridge Investments
New York
$163K 1,460 -36 -2%
AF
322
Arrow Financial
New York
$161K 1,446 – –
GWM
323
Geneos Wealth Management
Colorado
$158K 1,419 +1,419 New
AWM
324
AllSquare Wealth Management
New York
$151K 1,354 -397 -23%
Manulife (Manufacturers Life Insurance)
325
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$148K 1,328 +1,328 New
11 12
13
14 15