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iShares National Muni Bond ETF
MUB

Overview Fund Activity

397 hedge funds and large institutions have $4.61B invested in iShares National Muni Bond ETF in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 201 increasing their positions, 92 reducing their positions, and 22 closing their positions.

Holders
397
Holders Change
+19
Holders Change %
+5.03%
% of All Funds
10.61%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.8%
New
42
Increased
201
Reduced
92
Closed
22
Calls
$3.52M
Puts
$3.62M
Net Calls
-$106K
Net Calls Change
+$1.81M

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$440M
2
W
2
Wealthfront
California
$382M
3
UBS Group
3
UBS Group
Switzerland
$398M
4
AssetMark Inc
4
AssetMark Inc
California
$30.7M
5
SEI Investments
5
SEI Investments
Pennsylvania
$97.6M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$410K
2
Jane Street
2
Jane Street
New York
$1.92M
3
PAG
3
Pinnacle Advisory Group
Maryland
$0
4
CAM
4
Caprin Asset Management
Virginia
$24.7M
5
HP
5
HT Partners
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BPC
51
Banque Pictet & Cie
Switzerland
$10.1M 89,400 – –
PNAA
52
Pictet North America Advisors
Switzerland
$10.1M 89,400 – –
AWMG
53
Alliance Wealth Management Group
New Jersey
$10M 88,969 +88,969 New
BWAM
54
Boyd Watterson Asset Management
Ohio
$9.94M 88,170 +6,235 +8%
SWP
55
Stratos Wealth Partners
Ohio
$9.29M 82,378 +16,418 +25%
CISOA
56
Capital Investment Services of America
Wisconsin
$9.1M 80,704 – –
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$9.01M 79,865 +168 +0.2%
AIM
58
Allen Investment Management
New York
$8.48M 75,167 – –
Bank of New York Mellon
59
Bank of New York Mellon
New York
$8.27M 73,346 +14,738 +25%
CFMC
60
Curbstone Financial Management Corp
New Hampshire
$8.23M 72,950 +1,550 +2%
BCI
61
Brinker Capital Investments
Pennsylvania
$8.03M 71,233 +927 +1%
3AM
62
3D Asset Management
Connecticut
$7.95M 70,545 +3,480 +5%
PAG
63
Private Advisor Group
New Jersey
$7.72M 68,793 +10,271 +18%
MA
64
MCF Advisors
Kentucky
$7.19M 63,769 +2,985 +5%
LYV
65
Live Your Vision
Pennsylvania
$7.05M 62,507 -15,757 -20%
AWMS
66
Advocacy Wealth Management Services
Georgia
$6.96M 61,707 +20,361 +49%
NPC
67
National Planning Corporation
California
$6.92M 62,151 -1,834 -3%
WRF
68
Waddell & Reed Financial
Kansas
$6.78M 60,100 – –
AG
69
Advisor Group
Arizona
$6.77M 60,034 -1,698 -3%
HI
70
Hudock Inc
Pennsylvania
$6.75M 59,860 +1,845 +3%
HighTower Advisors
71
HighTower Advisors
Illinois
$6.73M 59,685 +9,099 +18%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$6.7M 59,378 -669 -1%
PAMG
73
Patton Albertson Miller Group
Tennessee
$6.57M 58,226 -10,430 -15%
PTC
74
Philadelphia Trust Company
Pennsylvania
$6.5M 57,684 +20,875 +57%
LTFS
75
Ladenburg Thalmann Financial Services
Florida
$6.48M 57,505 +8,968 +18%
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