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iShares National Muni Bond ETF
MUB

Overview Fund Activity

240 hedge funds and large institutions have $2.2B invested in iShares National Muni Bond ETF in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 107 increasing their positions, 66 reducing their positions, and 18 closing their positions.

Holders
240
Holders Change
+10
Holders Change %
+4.35%
% of All Funds
6.97%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.38%
New
28
Increased
107
Reduced
66
Closed
18
Calls
$2.63M
Puts
$60.2M
Net Calls
-$57.6M
Net Calls Change
-$10.1M

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$358M
2
W
2
Wealthfront
California
$173M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$32.5M
4
Creative Planning
4
Creative Planning
Kansas
$81.6M
5
U
5
UBS
Switzerland
$106M

Top Sellers

1
BIM
1
BlackRock Investment Management
Delaware
$6.3M
2
BTS
2
BB&T Securities
Virginia
$162M
3
Citigroup
3
Citigroup
New York
$10.5M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$0
5
MLICM
5
Metropolitan Life Insurance Company (MetLife)
New York
$48.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PC
51
Peavine Capital
Nevada
$4.91M 44,738 -4,567 -9%
DBT
52
Dubuque Bank & Trust
Iowa
$4.8M 43,731 -12,420 -22%
HI
53
Hudock Inc
Pennsylvania
$4.69M 42,790 +42,790 New
3AM
54
3D Asset Management
Connecticut
$4.57M 41,629 -1,874 -4%
AP
55
Advisors Preferred
Maryland
$4.3M 39,165 +10,352 +36%
SWP
56
Stratos Wealth Partners
Ohio
$4.04M 36,809 +36,809 New
AssetMark Inc
57
AssetMark Inc
California
$4.02M 36,620 +501 +1%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$3.9M 35,593 +3,905 +12%
CC
59
Curian Capital
Colorado
$3.89M 35,442 -1,995 -5%
SF
60
Synovus Financial
Georgia
$3.82M 34,860 -1,624 -4%
LPT
61
Legacy Private Trust
Wisconsin
$3.7M 33,756 +3,493 +12%
JIR
62
James Investment Research
Ohio
– – – –
AIM
63
Allen Investment Management
New York
$3.62M 32,980 +32,980 New
FCIM
64
Fairview Capital Investment Management
California
$3.53M 32,200 +6,000 +23%
FAAS
65
First Allied Advisory Services
California
$3.47M 31,671 +4,065 +15%
KFA
66
Kays Financial Advisory
Georgia
$3.32M 30,313 +120 +0.4%
FNBOO
67
First National Bank of Omaha
Nebraska
$3.22M 29,393 -110 -0.4%
B
68
Baird
Wisconsin
$3.17M 28,945 -895 -3%
RMC
69
Regis Management Company
California
$3.06M 27,934 +6,459 +30%
HSA
70
HBK Sorce Advisory
Pennsylvania
$3.02M 27,573 +50 +0.2%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$2.88M 26,211 +3,030 +13%
DIA
72
Dean Investment Associates
Ohio
$2.84M 25,878 -33 -0.1%
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$2.8M 25,515 +280 +1%
PS
74
Portfolio Solutions
Michigan
$2.74M 24,974 – –
DADC
75
D.A. Davidson & Co
Montana
$2.66M 24,236 – –
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