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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 %
GWS
351
Glassman Wealth Services
Virginia
$29K 258 +46 +22%
AIS
352
Accurate Investment Solutions
Pennsylvania
$28K 252 -74,397 -100%
KLI
353
Kelman-Lazarov Inc
Tennessee
$28K 250 +250 New
WA
354
WFG Advisors
Texas
$27K 245 -24 -9%
CGH
355
Cleary Gull Holdings
Wisconsin
$27K 240 +240 New
Northern Trust
356
Northern Trust
Illinois
$21K 19,164 -95 -0.5%
BFEC
357
Benjamin F. Edwards & Company
Missouri
$15K 134 – –
KKAMG
358
Kernodle & Katon Asset Management Group
Arkansas
$12K 110 – –
DOA
359
D'Orazio & Associates
Virginia
$8K 77 +77 New
GBT
360
Grove Bank & Trust
Florida
$7K 60 – –
WRM
361
Westport Resources Management
Connecticut
$6K 55 +55 New
MFW
362
Mosaic Family Wealth
Missouri
$5K 45 – –
BBHC
363
Brown Brothers Harriman & Co
New York
$5K 49 +49 New
EWM
364
Endurance Wealth Management
Rhode Island
$4.93K 44,146 +6,000 +16%
Nuveen Asset Management
365
Nuveen Asset Management
Illinois
$355 3,176 +395 +14%
USAA
366
United Services Automobile Association
Texas
– – -258,843 Closed
PFG
367
Piershale Financial Group
Illinois
– – -253,402 Closed
NMIS
368
Northwestern Mutual Investment Services
Wisconsin
– – -143,233 Closed
Parallax Volatility Advisers
369
Parallax Volatility Advisers
California
$0 1 -43,225 -100%
MIAN
370
Mariner Independent Advisor Network
Kansas
– – -28,362 Closed
PWM
371
Perigon Wealth Management
California
– – -27,644 Closed
PCM
372
Price Capital Management
Louisiana
– – -20,000 Closed
Natixis Advisors
373
Natixis Advisors
Massachusetts
– – -12,788 Closed
CG
374
Colony Group
Massachusetts
– – -12,106 Closed
AWMG
375
Alliance Wealth Management Group
New Jersey
– – -11,240 Closed
12 13 14
15
16