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iShares National Muni Bond ETF
MUB

Overview Fund Activity

436 hedge funds and large institutions have $5.03B invested in iShares National Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 35 closing their positions.

Holders
436
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
10.87%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.72%
New
38
Increased
163
Reduced
171
Closed
35
Calls
$1.95M
Puts
$2.37M
Net Calls
-$423K
Net Calls Change
+$8.36M

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$184M
2
W
2
Wealthfront
California
$368M
3
Betterment LLC
3
Betterment LLC
New York
$405M
4
LPL Financial
4
LPL Financial
California
$33.7M
5
CAG
5
Crestwood Advisors Group
Massachusetts
$28.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$480M
2
AL
2
Aspiriant LLC
California
$5.28M
3
RJA
3
Raymond James & Associates
Florida
$22.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
351
Nottingham Advisors
New York
$295K 2,705 +100 +4%
KWM
352
Kingsview Wealth Management
Oregon
$293K 2,692 +2,692 New
WAM
353
Watermark Asset Management
California
$292K 2,681 +2,681 New
BHWM
354
Bar Harbor Wealth Management
New Hampshire
$285K 2,614 -422 -14%
CAMG
355
CWA Asset Management Group
Florida
$285K 2,620 +273 +12%
PCM
356
Pointe Capital Management
Michigan
$284K 2,604 -17,916 -87%
CAS
357
Cue Advisory Services
Arizona
$282K 2,590 – –
BA
358
Bristlecone Advisors
Washington
$281K 2,575 – –
BRWA
359
B. Riley Wealth Advisors
Florida
$276K 2,533 +83 +3%
SCM
360
Sterneck Capital Management
Missouri
$272K 2,500 – –
SEIA
361
Signature Estate & Investment Advisors
California
$272K 2,500 +2,500 New
CWM
362
CMH Wealth Management
New Hampshire
$268K 2,450 +125 +5%
SFPM
363
Sensible Financial Planning & Management
Massachusetts
$267K 2,450 +1 +0%
RA
364
RFG Advisory
Alabama
$262K 2,400 +500 +26%
ECAM
365
East Coast Asset Management
Massachusetts
$257K 2,360 – –
HCA
366
Harbour Capital Advisors
Virginia
$256K 2,350 – –
HTC
367
Haverford Trust Company
Pennsylvania
$256K 2,352 – –
BL
368
Balentine LLC
Georgia
$254K 2,333 -30 -1%
TCOV
369
Trust Company of Vermont
Vermont
$249K 2,290 – –
NEIRG
370
New England Investment & Retirement Group
Massachusetts
$248K 2,280 +430 +23%
WB
371
WesBanco Bank
West Virginia
$245K 2,250 – –
4IG
372
440 Investment Group
Kansas
$244K 2,235 +2,235 New
WT
373
Washington Trust
Rhode Island
$243K 2,227 – –
KFA
374
Kelleher Financial Advisors
New York
$240K 2,209 – –
LS
375
Lattice Strategies
Pennsylvania
$239K 2,195 -30 -1%
13 14
15
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