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iShares National Muni Bond ETF
MUB

Overview Fund Activity

289 hedge funds and large institutions have $2.57B invested in iShares National Muni Bond ETF in 2014 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 73 reducing their positions, and 10 closing their positions.

Holders
289
Holders Change
+49
Holders Change %
+20.42%
% of All Funds
7.71%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.48%
New
62
Increased
117
Reduced
73
Closed
10
Calls
$1.38M
Puts
$18.2M
Net Calls
-$16.8M
Net Calls Change
+$40.7M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$125M
2
Betterment LLC
2
Betterment LLC
New York
$60.5M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$396M
4
Creative Planning
4
Creative Planning
Kansas
$112M
5
W
5
Wealthfront
California
$203M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$864K
2
Barclays
2
Barclays
United Kingdom
$3.8M
3
APCM
3
Alaska Permanent Capital Management
Alaska
$388K
4
SWP
4
Stratos Wealth Partners
Ohio
$267K
5
DBT
5
Dubuque Bank & Trust
Iowa
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$6.15M 55,722 +4,298 +8%
Truist Financial
52
Truist Financial
North Carolina
$5.96M 53,986 +2,603 +5%
GC
53
Garde Capital
Washington
$5.74M 52,048 +2,318 +5%
VFS
54
VSR Financial Services
Kansas
$5.66M 51,310 +48,021 +1,460%
Ameriprise
55
Ameriprise
Minnesota
$5.63M 51,040 +5,580 +12%
EWM
56
Empirical Wealth Management
Washington
$5.47M 49,598 -9,039 -15%
LPT
57
Legacy Private Trust
Wisconsin
$5.26M 47,628 +13,872 +41%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$5.18M 46,963 +11,370 +32%
AI
59
Atria Investments
North Carolina
$4.23M 38,363 +17,992 +88%
AssetMark Inc
60
AssetMark Inc
California
$4.14M 37,536 +916 +3%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$3.9M 35,353 +9,142 +35%
TCM
62
Towercrest Capital Management
Pennsylvania
$3.89M 35,275 +35,275 New
LYV
63
Live Your Vision
Pennsylvania
$3.82M 34,346 +34,346 New
Barclays
64
Barclays
United Kingdom
$3.8M 34,524 -50,291 -59%
CC
65
Curian Capital
Colorado
$3.75M 34,021 -1,421 -4%
FCIM
66
Fairview Capital Investment Management
California
$3.67M 33,300 +1,100 +3%
FF
67
Friedenthal Financial
New Jersey
$3.65M 33,115 +33,115 New
AIM
68
Allen Investment Management
New York
$3.64M 32,980 – –
SF
69
Synovus Financial
Georgia
$3.63M 32,919 -1,941 -6%
FAAS
70
First Allied Advisory Services
California
$3.61M 32,697 +1,026 +3%
SCA
71
Salient Capital Advisors
Texas
$3.51M 31,850 -19,224 -38%
JIR
72
James Investment Research
Ohio
– – – –
HighTower Advisors
73
HighTower Advisors
Illinois
$3.34M 30,238 +8,545 +39%
KFA
74
Kays Financial Advisory
Georgia
$3.33M 30,193 -120 -0.4%
RCM
75
Rotella Capital Management
Washington
$3.33M 30,200 +18,500 +158%
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