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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 %
CCG
176
Chatham Capital Group
Georgia
$679K 6,150 +4,250 +224%
CG
177
Colony Group
Massachusetts
$664K 6,020 +6,020 New
Thrivent Financial for Lutherans
178
Thrivent Financial for Lutherans
Minnesota
$657K 5,927 – –
ASN
179
Advisory Services Network
Georgia
$646K 5,788 -246 -4%
Deutsche Bank
180
Deutsche Bank
Germany
$635K 5,770 +454 +9%
WA
181
Winfield Associates
Ohio
$629K 5,705 +400 +8%
LWA
182
Lenox Wealth Advisors
New York
$628K 5,695 +38 +0.7%
GHF
183
Good Harbor Financial
Illinois
$608K 5,510 +5,510 New
SPC
184
Sigma Planning Corp
Michigan
$603K 5,463 +5,463 New
LFG
185
LifePlan Financial Group
Ohio
$602K 5,458 – –
NES
186
New England Securities
New York
$597K 5,409 +3,424 +172%
CAL
187
Capital Advisors Ltd
Ohio
$589K 5,340 -1,137 -18%
AT
188
Arden Trust
Delaware
$589K 5,337 -224 -4%
CDIA
189
Capital Directions Investment Advisors
Georgia
$584K 5,249 – –
ACM
190
Ashford Capital Management
Delaware
$570K 5,169 +1,584 +44%
GT
191
Glenview Trust
Kentucky
$569K 5,159 +5,159 New
ClearBridge Investments
192
ClearBridge Investments
New York
$565K 5,123 -406 -7%
Lazard Asset Management
193
Lazard Asset Management
New York
– – – –
MCC
194
Mid Continent Capital
Illinois
$530K 4,800 +4,800 New
ABC
195
Associated Banc-Corp
Wisconsin
$529K 4,792 – –
CONA
196
Capital One National Association
New York
$520K 4,716 +604 +15%
AAM
197
Autus Asset Management
Arizona
$519K 4,705 +1,250 +36%
SB
198
Suntrust Banks
Georgia
$514K 4,665 +4,665 New
GLA
199
Great Lakes Advisors
Illinois
$513K 4,650 +2,759 +146%
FIM
200
Freedom Investment Management
Connecticut
$506K 4,581 +380 +9%
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