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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 %
OC
76
Oppenheimer & Co
New York
$2.22M 20,697 +4,802 +30%
RCAG
77
Rehmann Capital Advisory Group
Michigan
$2.22M 20,686 +3,840 +23%
FCIM
78
Fairview Capital Investment Management
California
$2.15M 20,100 +3,300 +20%
PPA
79
Parametric Portfolio Associates
Washington
$2.14M 19,961 +4,486 +29%
TIM
80
Tortoise Investment Management
New York
$2.1M 19,600 -4,017 -17%
CFMC
81
Curbstone Financial Management Corp
New Hampshire
$2.08M 19,450 +19,450 New
HNB
82
Huntington National Bank
Ohio
$1.98M 18,455 +263 +1%
HS
83
Huntington Steele
Pennsylvania
$1.95M 18,229 – –
HighTower Advisors
84
HighTower Advisors
Illinois
$1.95M 18,227 +4,673 +34%
PCMC
85
Paragon Capital Management (Colorado)
Colorado
$1.94M 18,165 +36 +0.2%
PP
86
Palladium Partners
Virginia
$1.93M 17,995 – –
FBFS
87
First Business Financial Services
Wisconsin
$1.89M 17,615 +8,423 +92%
First Trust Advisors
88
First Trust Advisors
Illinois
$1.87M 17,468 +297 +2%
EFS
89
Edelman Financial Services
Virginia
$1.86M 17,403 +17,403 New
CIA
90
Capital Investment Advisors
Georgia
$1.84M 17,210 -654 -4%
FAAS
91
First Allied Advisory Services
California
$1.82M 16,950 -2,197 -11%
DIA
92
Dean Investment Associates
Ohio
$1.81M 16,871 -42 -0.2%
RMC
93
Regis Management Company
California
$1.78M 16,590 +14,465 +681%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$1.7M 15,890 -1,272 -7%
MA
95
MCF Advisors
Kentucky
$1.65M 15,371 -281 -2%
BSB
96
Bangor Savings Bank
Maine
$1.59M 14,861 +1,290 +10%
TFMS
97
Trust & Fiduciary Management Services
Massachusetts
$1.59M 14,860 +14,860 New
VA
98
Valmark Advisers
Ohio
$1.57M 14,657 -698 -5%
AWM
99
Altavista Wealth Management
North Carolina
$1.53M 14,240 +610 +4%
VC
100
Vicus Capital
Pennsylvania
$1.52M 14,178 -373 -3%
2 3
4
5 6