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iShares National Muni Bond ETF
MUB

Overview Fund Activity

442 hedge funds and large institutions have $5.35B invested in iShares National Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 196 increasing their positions, 142 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
11.04%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.7%
New
40
Increased
196
Reduced
142
Closed
30
Calls
$1.28M
Puts
$4.75M
Net Calls
-$3.47M
Net Calls Change
-$3.05M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$501M
2
W
Wealthfront
California
$429M
3
UBS Group
UBS Group
Switzerland
$447M
4
Bank of America
Bank of America
North Carolina
$523M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$98.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$264M
2
Lazard Asset Management
Lazard Asset Management
New York
$24.4M
3
MNA
Manning & Napier Advisors
New York
$26.1M
4
CAM
Caprin Asset Management
Virginia
$0
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$61.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
Pinnacle Associates
New York
$3M +$1.02M +9,227 +51%
JSA
127
Jacobson & Schmitt Advisors
Wisconsin
$2.98M -$5.95K -54 -0.2%
FWIA
128
Fort Washington Investment Advisors
Ohio
$2.95M -$330K -3,000 -10%
KL
129
KWMG LLC
Kansas
$2.87M +$317K +2,878 +12%
AAM
130
Aberdeen Asset Management
United Kingdom
$2.83M +$2.83M +25,700 New
WCM
131
Wunderlich Capital Managemnt
Tennessee
$2.81M -$87.3K -793 -3%
CPO
132
Cerity Partners OCIO
New York
$2.81M +$146K +1,330 +5%
EFS
133
Edelman Financial Services
Virginia
$2.8M +$91.7K +833 +3%
FFA
134
Fragasso Financial Advisors
Pennsylvania
$2.74M -$591K -5,365 -18%
IH
135
IFC Holdings
Florida
$2.67M +$167K +1,515 +7%
FCH
136
Freestone Capital Holdings
Washington
$2.65M -$97.6K -886 -4%
DIA
137
Dean Investment Associates
Ohio
$2.65M -$20.4K -185 -0.8%
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$2.63M -$132K -1,203 -5%
RIA
139
Regal Investment Advisors
Michigan
$2.63M -$384K -3,488 -13%
PCA
140
Personal Capital Advisors
California
$2.6M +$21.3K +193 +0.8%
Mariner
141
Mariner
Kansas
$2.57M +$218K +1,983 +9%
B
142
Bailard
California
$2.57M -$11.1M -100,812 -81%
ST
143
Smithfield Trust
Pennsylvania
$2.55M +$139K +1,260 +6%
HWP
144
Hefty Wealth Partners
Indiana
$2.55M +$117K +1,065 +5%
BCP
145
Blue Chip Partners
Michigan
$2.54M +$317K +2,876 +14%
AL
146
Aspiriant LLC
California
$2.43M -$2.91M -26,392 -54%
FBFS
147
First Business Financial Services
Wisconsin
$2.39M +$33.9K +308 +1%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$2.39M -$54.3K -493 -2%
M&T Bank
149
M&T Bank
New York
$2.38M -$5.95K -54 -0.2%
HSA
150
HBK Sorce Advisory
Pennsylvania
$2.32M -$23.3K -212 -1%
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