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iShares National Muni Bond ETF
MUB

Overview Fund Activity

437 hedge funds and large institutions have $5.22B invested in iShares National Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 160 increasing their positions, 131 reducing their positions, and 41 closing their positions.

Holders
437
Holders Change
+40
Holders Change %
+10.08%
% of All Funds
10.94%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.98%
New
89
Increased
160
Reduced
131
Closed
41
Calls
$8.17M
Puts
$16.9M
Net Calls
-$8.78M
Net Calls Change
-$8.67M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$650M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$130M
3
AL
3
Aspiriant LLC
California
$113M
4
RWP
4
RWA Wealth Partners
Massachusetts
$85.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$67.6M

Top Sellers

1
W
1
Wealthfront
California
$271M
2
Betterment LLC
2
Betterment LLC
New York
$353M
3
LPL Financial
3
LPL Financial
California
$3.82M
4
Creative Planning
4
Creative Planning
Kansas
$113M
5
SEI Investments
5
SEI Investments
Pennsylvania
$70.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
301
Sutton Wealth Advisors
Florida
$631K 5,832 +505 +9%
SFS
302
Sowell Financial Services
Arkansas
$627K 5,814 +5,814 New
IA
303
Independence Advisors
Pennsylvania
$617K 5,705 +5,705 New
JWS
304
Juncture Wealth Strategies
Arizona
$586K 5,417 +5,417 New
FMWA
305
Forvis Mazars Wealth Advisors
Missouri
$580K 5,360 +98 +2%
WP
306
WMS Partners
Maryland
$566K 5,234 – –
OWM
307
Orgel Wealth Management
Wisconsin
$554K 5,121 +5,121 New
CFS
308
Commonwealth Financial Services
West Virginia
$546K 5,036 – –
VCM
309
Versant Capital Management
Arizona
$544K 5,033 -3,320 -40%
WIM
310
Westside Investment Management
California
$533K 4,895 +4,895 New
SHWM
311
Smith & Howard Wealth Management
Georgia
$529K 4,894 +4,894 New
GWA
312
Guidant Wealth Advisors
Illinois
$517K 4,746 -2,929 -38%
WA
313
Winfield Associates
Ohio
$495K 4,575 -1,000 -18%
TFA
314
Transamerica Financial Advisors
Florida
$491K 4,534 -2,518 -36%
BBA
315
BLB&B Advisors
Pennsylvania
$487K 4,500 – –
HCIA
316
Hochman Cole Investment Advisors
Illinois
$481K 4,442 +4,442 New
AIP
317
Ameritas Investment Partners
Nebraska
$478K 4,419 +162 +4%
FNBOO
318
First National Bank of Omaha
Nebraska
$473K 4,368 +1,218 +39%
SFM
319
Signature Financial Management
Virginia
$468K 4,324 – –
NAM
320
NTV Asset Management
West Virginia
$465K 4,300 – –
BFC
321
Blue Fin Capital
Rhode Island
$454K 4,200 -305 -7%
FHA
322
Flagship Harbor Advisors
Massachusetts
$449K 4,158 +4,158 New
MFT
323
Moisand Fitzgerald Tamayo
Florida
$441K 4,081 – –
SIA
324
Spruce Investment Advisors
Connecticut
$435K 4,018 -145,176 -97%
VIA
325
Vantage Investment Advisors
Pennsylvania
$435K 4,021 -211 -5%
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13
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