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iShares National Muni Bond ETF
MUB

Overview Fund Activity

360 hedge funds and large institutions have $3.91B invested in iShares National Muni Bond ETF in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 148 increasing their positions, 101 reducing their positions, and 28 closing their positions.

Holders
360
Holders Change
+27
Holders Change %
+8.11%
% of All Funds
9.61%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.72%
New
56
Increased
148
Reduced
101
Closed
28
Calls
$313K
Puts
$1.92M
Net Calls
-$1.61M
Net Calls Change
-$3.24M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$320M
2
Betterment LLC
2
Betterment LLC
New York
$307M
3
Morgan Stanley
3
Morgan Stanley
New York
$181M
4
W
4
Wealthfront
California
$282M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$102M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$0
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Creative Planning
3
Creative Planning
Kansas
$141M
4
HI
4
Horizon Investments
North Carolina
$3.3M
5
NMIS
5
Northwestern Mutual Investment Services
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
76
Allen Investment Management
New York
$4.6M 41,217 +1,342 +3%
FCIM
77
Fairview Capital Investment Management
California
$4.58M 41,025 +725 +2%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$4.56M 40,876 +5,591 +16%
WCM
79
Windham Capital Management
Massachusetts
$4.31M 38,605 -1,144 -3%
AssetMark Inc
80
AssetMark Inc
California
$4.3M 38,499 -10,662 -22%
AC
81
Alley Company
Illinois
$4.19M 37,508 +1,596 +4%
SF
82
Synovus Financial
Georgia
$4.16M 37,283 -815 -2%
Millennium Management
83
Millennium Management
New York
$4.15M 37,150 +37,150 New
OC
84
Oppenheimer & Co
New York
$4.08M 36,573 +9,414 +35%
Truist Financial
85
Truist Financial
North Carolina
$4.06M 36,321 +4,637 +15%
MFS
86
MSI Financial Services
Massachusetts
$3.94M 35,308 +9,471 +37%
CTA
87
Chesley Taft & Associates
Illinois
$3.91M 34,975 +1,325 +4%
LP
88
LGL Partners
Pennsylvania
$3.89M 34,864 +1,798 +5%
CIM
89
Cetera Investment Management
California
$3.85M 34,491 -1,815 -5%
EWM
90
Empirical Wealth Management
Washington
$3.78M 33,854 -404 -1%
CCP
91
Cardan Capital Partners
Colorado
$3.72M 33,307 +15,799 +90%
CIA
92
Capital Investment Advisors
Georgia
$3.71M 33,197 +696 +2%
TCM
93
Towercrest Capital Management
Pennsylvania
$3.66M 32,801 -1,119 -3%
CCG
94
Chatham Capital Group
Georgia
$3.65M 32,675 – –
Baird Financial Group
95
Baird Financial Group
Wisconsin
$3.62M 32,377 +5,050 +18%
BA
96
Boston Advisors
Massachusetts
$3.53M 31,591 +9,915 +46%
KeyBank National Association
97
KeyBank National Association
Ohio
$3.51M 31,474 -1,490 -5%
NPC
98
National Planning Corporation
California
$3.43M 30,494 +24,781 +434%
AIG
99
American International Group
New York
$3.33M 29,855 +14,951 +100%
JIR
100
James Investment Research
Ohio
$3.33M 29,796 +2,456 +9%
2 3
4
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