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iShares National Muni Bond ETF
MUB

Overview Fund Activity

233 hedge funds and large institutions have $1.73B invested in iShares National Muni Bond ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 24 closing their positions.

Holders
233
Holders Change
-5
Holders Change %
-2.1%
% of All Funds
6.73%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
20
Increased
87
Reduced
78
Closed
24
Calls
$995K
Puts
$21.9M
Net Calls
-$20.9M
Net Calls Change
-$12.7M

Top Buyers

1
W
1
Wealthfront
California
$89.3M
2
Wells Fargo
2
Wells Fargo
California
$160M
3
Creative Planning
3
Creative Planning
Kansas
$44.2M
4
CP
4
Corbenic Partners
Pennsylvania
$14.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$111M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
BTS
2
BB&T Securities
Virginia
$79.1M
3
Bank of America
3
Bank of America
North Carolina
$158M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$17.4M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$10.3M 96,280 – –
UCFA
27
United Capital Financial Advisors
Texas
$9.53M 88,980 +19,344 +28%
Goldman Sachs
28
Goldman Sachs
New York
$9.3M 86,868 -23,738 -21%
FAAM
29
First Allied Asset Management
California
$9.28M 86,785 -15,499 -15%
SCA
30
Salient Capital Advisors
Texas
$9.22M 86,138 -43,231 -33%
Barclays
31
Barclays
United Kingdom
$9.13M 85,327 +1,846 +2%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$8.33M 77,853 -4,021 -5%
WCM
33
Windham Capital Management
Massachusetts
$7.92M 73,996 -5,812 -7%
SIM
34
Sigma Investment Management
Oregon
$7.6M 70,982 -1,387 -2%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$7.25M 67,731 +2,566 +4%
PI
36
Placemark Investments
Illinois
$6.84M 63,868 -20,490 -24%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$6.78M 63,339 -1,741 -3%
ACM
38
Ashford Capital Management
Delaware
$6.21M 58,005 +31,760 +121%
EWM
39
Empirical Wealth Management
Washington
$6.16M 57,529 +2,491 +5%
BCI
40
Brinker Capital Investments
Pennsylvania
$6.13M 57,255 -19,302 -25%
RFC
41
Regions Financial Corp
Alabama
$6.04M 56,403 +3,000 +6%
DBT
42
Dubuque Bank & Trust
Iowa
$5.52M 51,521 +5,070 +11%
NMIS
43
Northwestern Mutual Investment Services
Wisconsin
$5.46M 50,967 +13,164 +35%
PC
44
Peavine Capital
Nevada
$5.34M 49,858 +6,122 +14%
3AM
45
3D Asset Management
Connecticut
$5.08M 47,487 -7,563 -14%
CCG
46
Cypress Capital Group
Florida
$5M 46,654 +14,198 +44%
Truist Financial
47
Truist Financial
North Carolina
$4.97M 46,419 -7,734 -14%
BA
48
BlackRock Advisors
Delaware
$4.96M 46,296 – –
APCM
49
Alaska Permanent Capital Management
Alaska
$4.87M 45,472 +4,413 +11%
AAIM
50
American Assets Investment Management
California
$4.79M 44,739 – –
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