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iShares National Muni Bond ETF
MUB

Overview Fund Activity

240 hedge funds and large institutions have $2.2B invested in iShares National Muni Bond ETF in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 107 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+10
Holders Change %
+4.35%
% of All Funds
6.97%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.38%
New
28
Increased
107
Reduced
66
Closed
18
Calls
$2.63M
Puts
$60.2M
Net Calls
-$57.6M
Net Calls Change
-$10.1M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$358M
2
W
Wealthfront
California
$173M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$32.5M
4
Creative Planning
Creative Planning
Kansas
$81.6M
5
U
UBS
Switzerland
$106M

Top Sellers

1
MNA
Manning & Napier Advisors
New York
$29.5M
2
BIM
BlackRock Investment Management
Delaware
$6.3M
3
BTS
BB&T Securities
Virginia
$162M
4
Citigroup
Citigroup
New York
$10.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
126
Lattice Strategies
Pennsylvania
$1.1M -$70.7K -645 -6%
CIM
127
Confluence Investment Management
Missouri
$1.07M +$75.7K +690 +8%
William Blair & Company
128
William Blair & Company
Illinois
$1.06M – – –
MA
129
MUFG Americas
New York
$1.04M +$70.3K +641 +7%
EFSCE
130
Enterprise Financial Services Corp (EFSC)
Missouri
$971K +$91.4K +834 +10%
BOTW
131
Bank of the West
California
$927K -$19.7K -180 -2%
DSC
132
Duncker Streett & Co
Missouri
$927K – – –
UR
133
USCA RIA
Texas
$917K +$219 +2 +0%
GJIC
134
Gamble Jones Investment Counsel
California
$916K +$916K +8,349 New
NFG
135
Next Financial Group
Texas
$914K +$914K +8,329 New
SIC
136
Sigma Investment Counselors
Michigan
$892K +$147K +1,345 +20%
Kayne Anderson Rudnick Investment Management
137
Kayne Anderson Rudnick Investment Management
California
$876K +$81.1K +740 +10%
PMG
138
ProVise Management Group
Florida
$866K +$91K +830 +12%
Jane Street
139
Jane Street
New York
$855K +$855K +7,792 New
AL
140
Aspiriant LLC
California
$793K +$793K +7,232 New
CA
141
Cetera Advisors
Colorado
$790K +$20.6K +188 +3%
FFS
142
Founders Financial Securities
Maryland
$775K +$25K +228 +3%
CBU
143
CIBC Bank USA
Illinois
$771K – – –
CTB
144
Country Trust Bank
Illinois
$767K +$54.2K +494 +8%
CAS
145
CTC Alternative Strategies
Illinois
$756K – – –
M&T Bank
146
M&T Bank
New York
$748K +$748K +6,821 New
UBS AM
147
UBS AM
Illinois
$744K -$856K – –
Fidelity Investments
148
Fidelity Investments
Massachusetts
$740K +$19.2K +175 +3%
MFS
149
MSI Financial Services
Massachusetts
$740K +$135K +1,226 +22%
LA
150
Leonetti & Associates
Illinois
$724K +$483K +4,400 +200%
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