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iShares National Muni Bond ETF
MUB

Overview Fund Activity

436 hedge funds and large institutions have $5.03B invested in iShares National Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 35 closing their positions.

Holders
436
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
10.87%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.72%
New
38
Increased
163
Reduced
171
Closed
35
Calls
$1.95M
Puts
$2.37M
Net Calls
-$423K
Net Calls Change
+$8.36M

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$184M
2
W
2
Wealthfront
California
$368M
3
Betterment LLC
3
Betterment LLC
New York
$405M
4
LPL Financial
4
LPL Financial
California
$33.7M
5
CAG
5
Crestwood Advisors Group
Massachusetts
$28.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$480M
2
AL
2
Aspiriant LLC
California
$5.28M
3
RJA
3
Raymond James & Associates
Florida
$22.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
76
Hudock Inc
Pennsylvania
$6.8M 62,423 +5,172 +9%
AWM
77
AE Wealth Management
Kansas
$6.8M 62,376 +18,279 +41%
CCG
78
Cypress Capital Group
Florida
$6.75M 61,945 -25,650 -29%
BCI
79
Brinker Capital Investments
Pennsylvania
$6.7M 61,501 +9,266 +18%
RMC
80
Regis Management Company
California
$6.29M 57,715 +20,309 +54%
LYV
81
Live Your Vision
Pennsylvania
$6.22M 57,070 +5,188 +10%
TCM
82
Towercrest Capital Management
Pennsylvania
$6.22M 57,062 +17,542 +44%
D.E. Shaw & Co
83
D.E. Shaw & Co
New York
$6.21M 57,000 +57,000 New
PAG
84
Private Advisor Group
New Jersey
$5.9M 54,133 -6,466 -11%
WP
85
WealthSource Partners
California
$5.89M 54,041 -394 -0.7%
CG
86
Cutler Group
California
$5.35M 49,134 +49,134 New
AL
87
Aspiriant LLC
California
$5.28M 48,439 -997,267 -95%
SF
88
Synovus Financial
Georgia
$5.16M 47,368 +1,120 +2%
AC
89
Alley Company
Illinois
$5.1M 46,760 +2,189 +5%
EWM
90
Empirical Wealth Management
Washington
$5.08M 46,625 -4,734 -9%
PA
91
Paracle Advisors
Washington
$5.04M 46,272 -104,113 -69%
AWMS
92
Advocacy Wealth Management Services
Georgia
$5.03M 46,157 -22,501 -33%
JWA
93
JFS Wealth Advisors
Pennsylvania
$4.89M 45,205 – –
PWM
94
Perigon Wealth Management
California
$4.81M 44,177 +605 +1%
SWP
95
Stratos Wealth Partners
Ohio
$4.79M 43,946 -34,978 -44%
EWM
96
Endurance Wealth Management
Rhode Island
$4.75M 43,632 +97 +0.2%
CIM
97
Confluence Investment Management
Missouri
$4.66M 42,742 +5,607 +15%
RC
98
Roundview Capital
New Jersey
$4.57M 41,940 +17,900 +74%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$4.5M 41,270 +4,429 +12%
SPIA
100
Steward Partners Investment Advisory
New York
$4.46M 40,903 +11,371 +39%
2 3
4
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