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iShares National Muni Bond ETF
MUB

Overview Fund Activity

360 hedge funds and large institutions have $3.91B invested in iShares National Muni Bond ETF in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 148 increasing their positions, 101 reducing their positions, and 28 closing their positions.

Holders
360
Holders Change
+27
Holders Change %
+8.11%
% of All Funds
9.61%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.72%
New
56
Increased
148
Reduced
101
Closed
28
Calls
$313K
Puts
$1.92M
Net Calls
-$1.61M
Net Calls Change
-$3.24M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$320M
2
Betterment LLC
2
Betterment LLC
New York
$307M
3
Morgan Stanley
3
Morgan Stanley
New York
$181M
4
W
4
Wealthfront
California
$282M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$102M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$0
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Creative Planning
3
Creative Planning
Kansas
$141M
4
HI
4
Horizon Investments
North Carolina
$3.3M
5
NMIS
5
Northwestern Mutual Investment Services
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
126
D.A. Davidson & Co
Montana
$2.17M 19,473 -325 -2%
FBFS
127
First Business Financial Services
Wisconsin
$2.17M 19,393 -12,055 -38%
CIM
128
Confluence Investment Management
Missouri
$2.13M 19,066 +2,553 +15%
DIA
129
Denver Investment Advisors
Colorado
$2.13M 19,042 – –
EFS
130
Edelman Financial Services
Virginia
$2.08M 18,625 -1,897 -9%
VFS
131
VSR Financial Services
Kansas
$2.03M 18,208 +3,902 +27%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$2.01M 18,023 +2,491 +16%
ZF
133
Zhang Financial
Michigan
$2.01M 17,997 +1 +0%
HSA
134
HBK Sorce Advisory
Pennsylvania
$1.99M 17,783 -3,410 -16%
AI
135
Atria Investments
North Carolina
$1.97M 17,664 -5,292 -23%
SB
136
Suntrust Banks
Georgia
$1.97M 17,645 +9,340 +112%
AllianceBernstein
137
AllianceBernstein
Tennessee
$1.9M 17,043 +17,043 New
ST
138
Smithfield Trust
Pennsylvania
$1.89M 16,897 +5,392 +47%
HS
139
Huntington Steele
Pennsylvania
$1.85M 16,538 +22 +0.1%
ST
140
Spinnaker Trust
Maine
$1.78M 15,916 – –
CWM
141
Confluence Wealth Management
Oregon
$1.77M 15,822 +7,764 +96%
PWMAG
142
Pinnacle Wealth Management Advisory Group
New Jersey
$1.75M 15,690 -900 -5%
EFSCE
143
Enterprise Financial Services Corp (EFSC)
Missouri
$1.74M 15,557 +3,888 +33%
Fisher Asset Management
144
Fisher Asset Management
Washington
$1.72M 15,349 -2,625 -15%
FA
145
FC Advisory
Pennsylvania
$1.69M 15,135 +844 +6%
AWM
146
Altavista Wealth Management
North Carolina
$1.69M 15,115 +65 +0.4%
PTC
147
Philadelphia Trust Company
Pennsylvania
$1.67M 14,963 +14,963 New
HWP
148
Hefty Wealth Partners
Indiana
$1.65M 14,818 +2,567 +21%
BSB
149
Bangor Savings Bank
Maine
$1.65M 14,757 – –
Kayne Anderson Rudnick Investment Management
150
Kayne Anderson Rudnick Investment Management
California
$1.64M 14,718 -910 -6%
4 5
6
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