MUB icon

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 %
Lazard Asset Management
26
Lazard Asset Management
New York
– – – –
BC
27
Brinker Capital
Pennsylvania
$36.5M 336,966 -13,657 -4%
BIM
28
BlackRock Investment Management
Delaware
$36.4M 336,519 +149,113 +80%
Fisher Asset Management
29
Fisher Asset Management
Washington
$31M 286,785 +104,186 +57%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$30.2M 279,490 +277,958 +18,143%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$28.2M 260,800 -7,214 -3%
CONA
32
Capital One National Association
New York
$27.9M 258,107 +255,339 +9,225%
MNA
33
Manning & Napier Advisors
New York
– – – –
CAM
34
Caprin Asset Management
Virginia
$25.8M 238,203 +19,443 +9%
V
35
Veritable
Delaware
$23.3M 215,784 -30,137 -12%
Goldman Sachs
36
Goldman Sachs
New York
$23.2M 214,343 +107,785 +101%
BTS
37
BB&T Securities
Virginia
$20.9M 185,259 – –
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$20.1M 185,721 -279 -0.2%
SS
39
Simplicity Solutions
Minnesota
$19.4M 179,390 +166,672 +1,311%
USAA
40
United Services Automobile Association
Texas
$19M 175,890 +146,194 +492%
RFC
41
Regions Financial Corp
Alabama
$18.1M 166,914 +33,867 +25%
UCFA
42
United Capital Financial Advisors
Texas
$17.7M 163,489 -13,515 -8%
AssetMark Inc
43
AssetMark Inc
California
$16.8M 154,895 -117,675 -43%
SB
44
Suntrust Banks
Georgia
$16.5M 152,835 +116,348 +319%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$16.3M 151,004 +49,861 +49%
PA
46
Paracle Advisors
Washington
$16.3M 150,385 +150,385 New
SFA
47
Sequoia Financial Advisors
Ohio
$15M 138,488 +31,477 +29%
B
48
Bailard
California
$14.9M 137,475 +137,475 New
PS
49
Portfolio Solutions
Michigan
$14.5M 134,327 +110,427 +462%
SMA
50
Simply Money Advisors
Ohio
$13.4M 123,584 -137,200 -53%
1
2
3 4 5