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iShares National Muni Bond ETF
MUB

Overview Fund Activity

524 hedge funds and large institutions have $6.63B invested in iShares National Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 232 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+78
Holders Change %
+17.49%
% of All Funds
11.9%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.82%
New
110
Increased
232
Reduced
113
Closed
29
Calls
$233K
Puts
$3.62M
Net Calls
-$3.39M
Net Calls Change
-$327K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$790M
2
Betterment LLC
2
Betterment LLC
New York
$702M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$82.7M
4
MIG
4
Mariner Investment Group
New York
$49.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$140M

Top Sellers

1
W
1
Wealthfront
California
$350M
2
BlackRock
2
BlackRock
New York
$28.4M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$23.7M
4
Nisa Investment Advisors
4
Nisa Investment Advisors
Missouri
$49.9M
5
HNB
5
Huntington National Bank
Ohio
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
26
Crestwood Advisors Group
Massachusetts
$45M +$3.4M +30,670 +8%
AssetMark Inc
27
AssetMark Inc
California
$42.7M +$835K +7,543 +2%
LPL Financial
28
LPL Financial
California
$37.7M +$125K +1,131 +0.3%
BlackRock
29
BlackRock
New York
$28.4M -$110M -996,024 -80%
JIR
30
James Investment Research
Ohio
$27.6M +$15.3M +138,011 +125%
MNG
31
Manning & Napier Group
New York
$25.8M – – –
HP
32
HT Partners
Connecticut
$25.2M +$25.2M +227,603 New
CAM
33
Caprin Asset Management
Virginia
$25.1M +$263K +2,377 +1%
Lazard Asset Management
34
Lazard Asset Management
New York
$23.7M -$24.3M – –
UCFA
35
United Capital Financial Advisors
Texas
$22.6M +$1.32M +11,895 +6%
V
36
Veritable
Delaware
$21.9M -$10.3K -93 -0%
CCM
37
Coldstream Capital Management
Washington
$21.9M +$124K +1,122 +0.6%
AWA
38
Alaska Wealth Advisors
Alaska
$21.5M +$21.5M +193,818 New
RJA
39
Raymond James & Associates
Florida
$20.9M -$1.25M -11,280 -6%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$20.9M +$5.94M +53,629 +40%
USAA
41
United Services Automobile Association
Texas
$20.8M +$3.12M +28,153 +18%
BTS
42
BB&T Securities
Virginia
$20.6M +$1.06M +9,568 +5%
PS
43
Portfolio Solutions
Michigan
$19.8M +$4.85M +43,829 +33%
SFA
44
Sequoia Financial Advisors
Ohio
$18.4M +$2.98M +26,932 +19%
RFC
45
Regions Financial Corp
Alabama
$17.5M -$749K -6,768 -4%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$16.4M +$5.64M +50,912 +52%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$16.1M +$9M +81,259 +127%
SMA
48
Simply Money Advisors
Ohio
$15.9M -$3.15M -28,413 -17%
Stifel Financial
49
Stifel Financial
Missouri
$15.9M -$308K -2,778 -2%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$15.5M +$3.25M +29,325 +26%
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