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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.

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

Top Sellers

1
BIM
1
BlackRock Investment Management
Delaware
$6.3M
2
BTS
2
BB&T Securities
Virginia
$162M
3
Citigroup
3
Citigroup
New York
$10.5M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$0
5
MLICM
5
Metropolitan Life Insurance Company (MetLife)
New York
$48.4M
Name Market Value Shares Shares
Change 		Shares
Change %
NC
151
NewSquare Capital
Pennsylvania
$714K 6,510 +1,305 +25%
CAL
152
Capital Advisors Ltd
Ohio
$710K 6,477 – –
PFS
153
Prospera Financial Services
Texas
$698K 6,364 +531 +9%
WCF
154
West Coast Financial
California
$663K 6,042 -410 -6%
ASN
155
Advisory Services Network
Georgia
$662K 6,034 +6,034 New
WTC
156
WhitTier Trust Company
Nevada
$654K 5,967 -25 -0.4%
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$652K 5,927 -155 -3%
LWA
158
Lenox Wealth Advisors
New York
$620K 5,657 +5,657 New
CS
159
Credit Suisse
Switzerland
$619K 5,641 -723 -11%
AT
160
Arden Trust
Delaware
$609K 5,561 -272 -5%
ClearBridge Investments
161
ClearBridge Investments
New York
$606K 5,529 -213 -4%
LFG
162
LifePlan Financial Group
Ohio
$599K 5,458 -14 -0.3%
WA
163
Winfield Associates
Ohio
$582K 5,305 +500 +10%
Deutsche Bank
164
Deutsche Bank
Germany
$582K 5,316 +2,187 +70%
CDIA
165
Capital Directions Investment Advisors
Georgia
$575K 5,249 – –
WCM
166
Wealthcare Capital Management
Virginia
$548K 4,996 -632 -11%
Lazard Asset Management
167
Lazard Asset Management
New York
– – – –
AWA
168
Arete Wealth Advisors
Illinois
$544K 4,961 +4,961 New
ABC
169
Associated Banc-Corp
Wisconsin
$526K 4,792 – –
FIM
170
Freedom Investment Management
Connecticut
$461K 4,201 -36 -0.8%
CONA
171
Capital One National Association
New York
$451K 4,112 -71 -2%
RIA
172
Regal Investment Advisors
Michigan
$450K 4,107 +2,585 +170%
PWM
173
Perigon Wealth Management
California
$441K 4,017 +4,017 New
UBWV
174
United Bank (West Virginia)
West Virginia
$437K 3,987 +333 +9%
AIA
175
Alerus Investment Advisors
Minnesota
$424K 3,874 +1,953 +102%
5 6
7
8 9