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iShares National Muni Bond ETF
MUB

Overview Fund Activity

289 hedge funds and large institutions have $2.96B invested in iShares National Muni Bond ETF in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 122 increasing their positions, 97 reducing their positions, and 22 closing their positions.

Holders
289
Holders Change
-6
Holders Change %
-2.03%
% of All Funds
7.79%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.49%
New
20
Increased
122
Reduced
97
Closed
22
Calls
$1.29M
Puts
$2.78M
Net Calls
-$1.49M
Net Calls Change
+$508K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$194M
2
Creative Planning
2
Creative Planning
Kansas
$197M
3
AF
3
Ally Financial
Michigan
$97.4M
4
Bank of America
4
Bank of America
North Carolina
$276M
5
Wells Fargo
5
Wells Fargo
California
$191M

Top Sellers

1
MLICM
1
Metropolitan Life Insurance Company (MetLife)
New York
$30.7M
2
UCFA
2
United Capital Financial Advisors
Texas
$16.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$37.7M
4
FAAM
4
First Allied Asset Management
California
$0
5
CP
5
Corbenic Partners
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APCM
126
Alaska Permanent Capital Management
Alaska
$1.4M 12,915 +8,455 +190%
TNBTD
127
Trustmark National Bank Trust Department
Mississippi
$1.38M 12,710 – –
CB
128
Commerce Bank
Missouri
$1.36M 12,554 +2,620 +26%
IWM
129
Integrated Wealth Management
California
$1.35M 12,501 +1,406 +13%
TCM
130
Twele Capital Management
Minnesota
$1.34M 12,343 +461 +4%
UR
131
USCA RIA
Texas
$1.33M 12,262 -263 -2%
SIC
132
Sigma Investment Counselors
Michigan
$1.28M 11,785 -145 -1%
SCM
133
Sterling Capital Management
North Carolina
$1.28M 11,784 +11,784 New
M&T Bank
134
M&T Bank
New York
$1.24M 11,482 +770 +7%
VA
135
Valmark Advisers
Ohio
$1.24M 11,409 -1,598 -12%
AFS
136
Aft Forsyth & Sober
Florida
$1.16M 10,750 – –
MA
137
MUFG Americas
New York
$1.16M 10,719 +1,418 +15%
PWMAG
138
Pinnacle Wealth Management Advisory Group
New Jersey
$1.15M 10,660 +4,330 +68%
AIG
139
American International Group
New York
$1.15M 10,621 -9,329 -47%
ST
140
Smithfield Trust
Pennsylvania
$1.12M 10,364 -946 -8%
WCF
141
West Coast Financial
California
$1.07M 9,898 – –
FPCP
142
Fort Point Capital Partners
California
$1.05M 9,735 +9,735 New
William Blair & Company
143
William Blair & Company
Illinois
$1.05M 9,700 – –
HNB
144
Huntington National Bank
Ohio
– – -8,748 Closed
FFS
145
Founders Financial Securities
Maryland
$1.04M 9,572 +2,048 +27%
AW
146
Alpha Windward
Massachusetts
$1.04M 9,564 -485 -5%
SCG
147
Sonata Capital Group
Washington
$1.03M 9,535 -65 -0.7%
CG
148
Colony Group
Massachusetts
$1.01M 9,374 +9,209 +5,581%
PCM
149
Parsons Capital Management
Rhode Island
$1.01M 9,287 -488 -5%
CTB
150
Country Trust Bank
Illinois
$997K 9,215 +2,479 +37%
4 5
6
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