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iShares National Muni Bond ETF
MUB

Overview Fund Activity

289 hedge funds and large institutions have $2.96B invested in iShares National Muni Bond ETF in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 122 increasing their positions, 97 reducing their positions, and 22 closing their positions.

Holders
289
Holders Change
-6
Holders Change %
-2.03%
% of All Funds
7.79%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.49%
New
20
Increased
122
Reduced
97
Closed
22
Calls
$1.29M
Puts
$2.78M
Net Calls
-$1.49M
Net Calls Change
+$508K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$194M
2
Creative Planning
2
Creative Planning
Kansas
$197M
3
AF
3
Ally Financial
Michigan
$97.4M
4
Bank of America
4
Bank of America
North Carolina
$276M
5
Wells Fargo
5
Wells Fargo
California
$191M

Top Sellers

1
MLICM
1
Metropolitan Life Insurance Company (MetLife)
New York
$30.7M
2
UCFA
2
United Capital Financial Advisors
Texas
$16.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$37.7M
4
FAAM
4
First Allied Asset Management
California
$0
5
CP
5
Corbenic Partners
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AC
76
Alley Company
Illinois
$3.51M 32,440 +177 +0.5%
BAC
77
Boys Arnold & Co
North Carolina
$3.35M 30,936 +1,265 +4%
KFA
78
Kays Financial Advisory
Georgia
$3.23M 29,803 -518 -2%
S
79
SignatureFD
Georgia
$3.04M 28,126 +6,832 +32%
BWAM
80
Boyd Watterson Asset Management
Ohio
$2.96M 27,305 +27,305 New
DIA
81
Dean Investment Associates
Ohio
$2.82M 26,058 -70 -0.3%
CIA
82
Capital Investment Advisors
Georgia
$2.81M 25,948 +2,007 +8%
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$2.8M 25,881 +4 +0%
CNB
84
City National Bank
California
$2.74M 25,320 +9,206 +57%
PS
85
Portfolio Solutions
Michigan
$2.7M 24,974 – –
WCM
86
Wunderlich Capital Managemnt
Tennessee
$2.57M 23,776 +9 +0%
PCMC
87
Paragon Capital Management (Colorado)
Colorado
$2.57M 23,758 +1,456 +7%
DADC
88
D.A. Davidson & Co
Montana
$2.56M 23,686 -115 -0.5%
CC
89
Curian Capital
Colorado
$2.53M 23,345 -6,205 -21%
TFA
90
Transamerica Financial Advisors
Florida
$2.5M 23,088 -1,894 -8%
HSA
91
HBK Sorce Advisory
Pennsylvania
$2.49M 22,993 -295 -1%
BA
92
Boston Advisors
Massachusetts
$2.42M 22,361 +19,056 +577%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$2.39M 22,117 +22,117 New
CCG
94
Chatham Capital Group
Georgia
$2.38M 21,975 +6,750 +44%
PA
95
Pinnacle Associates
New York
$2.3M 21,210 +3,730 +21%
DIA
96
Denver Investment Advisors
Colorado
$2.29M 21,192 +2,950 +16%
EFS
97
Edelman Financial Services
Virginia
$2.19M 20,203 +2,006 +11%
FBFS
98
First Business Financial Services
Wisconsin
$2.18M 20,159 +410 +2%
OC
99
Oppenheimer & Co
New York
$2.13M 19,704 -12,155 -38%
PGFC
100
Peapack-Gladstone Financial Corp
New Jersey
$2.1M 19,364 +1,767 +10%
2 3
4
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