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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 %
AP
51
Advisors Preferred
Maryland
$4.7M 43,918 +33,487 +321%
CC
52
Curian Capital
Colorado
$4.17M 38,920 -3,020 -7%
Stifel Financial
53
Stifel Financial
Missouri
$3.91M 36,503 +36,503 New
SF
54
Synovus Financial
Georgia
$3.86M 36,083 +1,236 +4%
AssetMark Inc
55
AssetMark Inc
California
$3.86M 36,047 +3,378 +10%
SMA
56
Simply Money Advisors
Ohio
$3.78M 35,298 +251 +0.7%
BIM
57
BlackRock Investment Management
Delaware
$3.74M 34,969 +1,019 +3%
GC
58
Guggenheim Capital
Illinois
$3.72M 34,760 +15,273 +78%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$3.5M 32,713 +120 +0.4%
Ameriprise
60
Ameriprise
Minnesota
$3.3M 30,718 +2,842 +10%
KFA
61
Kays Financial Advisory
Georgia
$3.27M 30,520 +1,898 +7%
B
62
Baird
Wisconsin
$3.22M 30,076 -9,046 -23%
FNBOO
63
First National Bank of Omaha
Nebraska
$3.16M 29,503 -774 -3%
JIR
64
James Investment Research
Ohio
– – – –
HSA
65
HBK Sorce Advisory
Pennsylvania
$2.98M 27,798 -29,141 -51%
CS
66
Credit Suisse
Switzerland
$2.81M 26,253 +21,012 +401%
DADC
67
D.A. Davidson & Co
Montana
$2.78M 25,965 -19 -0.1%
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$2.7M 25,331 +25,331 New
PS
69
Portfolio Solutions
Michigan
$2.67M 24,974 -23,031 -48%
LPT
70
Legacy Private Trust
Wisconsin
$2.49M 23,240 +11,892 +105%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$2.37M 22,139 -842 -4%
ZF
72
Zhang Financial
Michigan
$2.33M 21,805 +123 +0.6%
WCM
73
Wunderlich Capital Managemnt
Tennessee
$2.3M 21,453 +283 +1%
AI
74
Atria Investments
North Carolina
$2.29M 21,408 -839 -4%
BAC
75
Boys Arnold & Co
North Carolina
$2.22M 20,700 -147 -0.7%
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