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iShares National Muni Bond ETF
MUB

Overview Fund Activity

333 hedge funds and large institutions have $3.63B invested in iShares National Muni Bond ETF in 2015 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 170 increasing their positions, 62 reducing their positions, and 19 closing their positions.

Holders
333
Holders Change
+37
Holders Change %
+12.5%
% of All Funds
8.74%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.6%
New
61
Increased
170
Reduced
62
Closed
19
Calls
$3.75M
Puts
$2.12M
Net Calls
+$1.64M
Net Calls Change
+$3.73M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$412M
2
UBS Group
2
UBS Group
Switzerland
$261M
3
CAM
3
Caprin Asset Management
Virginia
$49M
4
LPL Financial
4
LPL Financial
California
$82.4M
5
Betterment LLC
5
Betterment LLC
New York
$262M

Top Sellers

1
AF
1
Ally Financial
Michigan
$0
2
Creative Planning
2
Creative Planning
Kansas
$163M
3
HIM
3
Hanlon Investment Management
New Jersey
$0
4
AP
4
Advisors Preferred
Maryland
$0
5
USAA
5
United Services Automobile Association
Texas
$28.7M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
101
Oppenheimer & Co
New York
$3.01M 27,159 +6,821 +34%
PA
102
Pinnacle Associates
New York
$3.01M 27,140 +6,447 +31%
CG
103
Cutler Group
California
$2.9M 26,209 +26,209 New
MFS
104
MSI Financial Services
Massachusetts
$2.86M 25,837 +9,026 +54%
WCM
105
Wunderlich Capital Managemnt
Tennessee
$2.83M 25,519 +1,011 +4%
DIA
106
Dean Investment Associates
Ohio
$2.8M 25,293 -895 -3%
AI
107
Atria Investments
North Carolina
$2.56M 22,956 -222 -1%
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$2.49M 22,493 +2,608 +13%
CCM
109
Colorado Capital Management
Colorado
$2.41M 21,765 +21,765 New
BA
110
Boston Advisors
Massachusetts
$2.4M 21,676 -761 -3%
PGFC
111
Peapack-Gladstone Financial Corp
New Jersey
$2.35M 21,222 +810 +4%
HSA
112
HBK Sorce Advisory
Pennsylvania
$2.35M 21,193 – –
IA
113
IFP Advisors
Florida
$2.28M 20,610 +20,610 New
EFS
114
Edelman Financial Services
Virginia
$2.27M 20,522 +278 +1%
PCM
115
Price Capital Management
Louisiana
$2.21M 20,000 +20,000 New
DADC
116
D.A. Davidson & Co
Montana
$2.19M 19,798 +760 +4%
DIA
117
Denver Investment Advisors
Colorado
$2.11M 19,042 -200 -1%
RIA
118
Regal Investment Advisors
Michigan
$2.09M 18,923 +4,170 +28%
ZF
119
Zhang Financial
Michigan
$1.99M 17,996 -258 -1%
Fisher Asset Management
120
Fisher Asset Management
Washington
$1.99M 17,974 +7,829 +77%
CCP
121
Cardan Capital Partners
Colorado
$1.94M 17,508 +17,508 New
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$1.86M 16,812 +205 +1%
PWMAG
123
Pinnacle Wealth Management Advisory Group
New Jersey
$1.84M 16,590 +5,747 +53%
HS
124
Huntington Steele
Pennsylvania
$1.83M 16,516 – –
CIM
125
Confluence Investment Management
Missouri
$1.83M 16,513 +1,836 +13%
3 4
5
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