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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 %
AFP
451
Ausdal Financial Partners
Iowa
– – -7,993 Closed
PWW
452
Pettyjohn Wood & White
Virginia
– – -6,450 Closed
RBC
453
Ronald Blue & Co
Georgia
– – -6,317 Closed
Invesco
454
Invesco
Georgia
– – -6,000 Closed
OWM
455
Orgel Wealth Management
Wisconsin
– – -5,121 Closed
VCM
456
Versant Capital Management
Arizona
– – -5,033 Closed
SHWM
457
Smith & Howard Wealth Management
Georgia
– – -4,894 Closed
HCM
458
HMS Capital Management
Tennessee
– – -3,316 Closed
HFS
459
HL Financial Services
Kentucky
– – -3,209 Closed
PCP
460
Proficio Capital Partners
Massachusetts
– – -2,795 Closed
BB
461
Busey Bank
Illinois
– – -2,557 Closed
FHC
462
First Heartland Consultants
Missouri
– – -1,899 Closed
PSW
463
Portfolio Strategies (Washington)
Washington
– – -1,690 Closed
JWM
464
Janiczek Wealth Management
Colorado
– – -1,672 Closed
DBT
465
Dubuque Bank & Trust
Iowa
– – -1,330 Closed
AA
466
Ancora Advisors
Ohio
– – -1,250 Closed
CAM
467
Columbia Asset Management
Michigan
– – -1,100 Closed
JIC
468
Joel Isaacson & Co
New York
– – -600 Closed
CPIG
469
Chicago Partners Investment Group
Illinois
– – -462 Closed
KLI
470
Kelman-Lazarov Inc
Tennessee
– – -250 Closed
GWS
471
Glassman Wealth Services
Virginia
– – -212 Closed
MWM
472
Mascoma Wealth Management
New Hampshire
– – -115 Closed
IWA
473
IBEX Wealth Advisors
New Jersey
– – -75 Closed
FAN
474
Financial Advisors Network
California
– – -67 Closed
GBT
475
Grove Bank & Trust
Florida
– – -60 Closed
16 17 18
19
20