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iShares National Muni Bond ETF
MUB

Overview Fund Activity

289 hedge funds and large institutions have $2.57B invested in iShares National Muni Bond ETF in 2014 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 73 reducing their positions, and 10 closing their positions.

Holders
289
Holders Change
+49
Holders Change %
+20.42%
% of All Funds
7.71%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.48%
New
62
Increased
117
Reduced
73
Closed
10
Calls
$1.38M
Puts
$18.2M
Net Calls
-$16.8M
Net Calls Change
+$40.7M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$125M
2
Betterment LLC
2
Betterment LLC
New York
$60.5M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$396M
4
Creative Planning
4
Creative Planning
Kansas
$112M
5
W
5
Wealthfront
California
$203M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$864K
2
Barclays
2
Barclays
United Kingdom
$3.8M
3
APCM
3
Alaska Permanent Capital Management
Alaska
$388K
4
SWP
4
Stratos Wealth Partners
Ohio
$267K
5
DBT
5
Dubuque Bank & Trust
Iowa
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
B
101
Baird
Wisconsin
$2.1M 19,028 -9,917 -34%
RCAG
102
Rehmann Capital Advisory Group
Michigan
$2.08M 18,821 -3,560 -16%
FBFS
103
First Business Financial Services
Wisconsin
$2.06M 18,624 +2,355 +14%
MA
104
MCF Advisors
Kentucky
$2.05M 18,606 +828 +5%
PPA
105
Parametric Portfolio Associates
Washington
$2.04M 18,518 -3,158 -15%
DIA
106
Denver Investment Advisors
Colorado
$2.04M 18,442 +3,677 +25%
First Trust Advisors
107
First Trust Advisors
Illinois
$2.03M 18,367 -684 -4%
IFA
108
Interactive Financial Advisors
Illinois
$1.98M 17,904 +15,567 +666%
EFS
109
Edelman Financial Services
Virginia
$1.97M 17,832 -357 -2%
HS
110
Huntington Steele
Pennsylvania
$1.94M 17,587 -642 -4%
S
111
SignatureFD
Georgia
$1.94M 17,587 +5,387 +44%
PP
112
Palladium Partners
Virginia
$1.9M 17,205 -465 -3%
CNB
113
City National Bank
California
$1.89M 17,121 +1,706 +11%
PGFC
114
Peapack-Gladstone Financial Corp
New Jersey
$1.8M 16,322 +175 +1%
PCMC
115
Paragon Capital Management (Colorado)
Colorado
$1.73M 15,695 -2,724 -15%
VCM
116
Vigilant Capital Management
Maine
$1.73M 15,677 +145 +0.9%
VNB
117
Valley National Bancorp
New York
$1.66M 15,007 +14 +0.1%
CS
118
Credit Suisse
Switzerland
$1.64M 14,878 +9,237 +164%
BSB
119
Bangor Savings Bank
Maine
$1.62M 14,679 -70 -0.5%
ST
120
Spinnaker Trust
Maine
$1.54M 13,973 – –
AWM
121
Altavista Wealth Management
North Carolina
$1.54M 13,970 -635 -4%
VA
122
Valmark Advisers
Ohio
$1.44M 13,084 -1,648 -11%
BOTW
123
Bank of the West
California
$1.44M 13,025 +4,571 +54%
PA
124
Pinnacle Associates
New York
$1.43M 13,000 +1,970 +18%
TFA
125
Transamerica Financial Advisors
Florida
$1.43M 12,922 +1,519 +13%
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5
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