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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 %
PC
126
Peavine Capital
Nevada
$1.42M 12,831 -31,907 -71%
TIM
127
Tortoise Investment Management
New York
$1.38M 12,515 -2,470 -16%
AL
128
Aspiriant LLC
California
$1.36M 12,307 +5,075 +70%
TNBTD
129
Trustmark National Bank Trust Department
Mississippi
$1.35M 12,230 -350 -3%
AIP
130
Ameritas Investment Partners
Nebraska
$1.33M 12,076 +12,076 New
TCM
131
Twele Capital Management
Minnesota
$1.32M 11,957 +190 +2%
HI
132
Horizon Investments
North Carolina
$1.31M 11,857 +691 +6%
SIC
133
Sigma Investment Counselors
Michigan
$1.27M 11,545 +3,410 +42%
ST
134
Smithfield Trust
Pennsylvania
$1.23M 11,120 +835 +8%
CIM
135
Confluence Investment Management
Missouri
$1.23M 11,105 +1,341 +14%
MFS
136
MSI Financial Services
Massachusetts
$1.22M 11,019 +4,275 +63%
DBT
137
Dubuque Bank & Trust
Iowa
$1.21M 11,005 -32,726 -75%
PAG
138
Private Advisor Group
New Jersey
$1.21M 10,929 +908 +9%
AFS
139
Aft Forsyth & Sober
Florida
$1.19M 10,750 – –
RIA
140
Regal Investment Advisors
Michigan
$1.17M 10,571 +6,464 +157%
Kayne Anderson Rudnick Investment Management
141
Kayne Anderson Rudnick Investment Management
California
$1.16M 10,522 +2,531 +32%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$1.15M 10,391 +10,391 New
CAN
143
Cetera Advisor Networks
California
$1.13M 10,231 +6,450 +171%
HT
144
HighTower Trust
Texas
$1.13M 10,196 -518 -5%
AW
145
Alpha Windward
Massachusetts
$1.12M 10,120 -385 -4%
William Blair & Company
146
William Blair & Company
Illinois
$1.05M 9,500 -200 -2%
SCG
147
Sonata Capital Group
Washington
$1.04M 9,450 +9,450 New
UR
148
USCA RIA
Texas
$1.03M 9,364 +1,001 +12%
MA
149
MUFG Americas
New York
$1.03M 9,335 -182 -2%
NA
150
Nottingham Advisors
New York
$949K 8,585 +8,585 New
4 5
6
7 8