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iShares National Muni Bond ETF
MUB

Overview Fund Activity

295 hedge funds and large institutions have $2.87B invested in iShares National Muni Bond ETF in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 134 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+6
Holders Change %
+2.08%
% of All Funds
7.87%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.43%
New
37
Increased
134
Reduced
74
Closed
26
Calls
$2.31M
Puts
$4.31M
Net Calls
-$2M
Net Calls Change
+$14.8M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$136M
2
AF
Ally Financial
Michigan
$50.3M
3
UBS Group
UBS Group
Switzerland
$165M
4
W
Wealthfront
California
$238M
5
Creative Planning
Creative Planning
Kansas
$145M

Top Sellers

1
MNA
Manning & Napier Advisors
New York
$34.9M
2
PFG
Piershale Financial Group
Illinois
$0
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$382M
4
Jane Street
Jane Street
New York
$2.63M
5
CP
Corbenic Partners
Pennsylvania
$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
176
Advisory Services Network
Georgia
$666K +$28.2K +256 +4%
ATC
177
Argent Trust Co
Tennessee
$657K +$372K +3,368 +131%
LS
178
Lattice Strategies
Pennsylvania
$655K -$188K -1,695 -22%
Thrivent Financial for Lutherans
179
Thrivent Financial for Lutherans
Minnesota
$655K +$1.21K +11 +0.2%
MCC
180
Mid Continent Capital
Illinois
$641K +$111K +1,000 +21%
LWA
181
Lenox Wealth Advisors
New York
$634K +$3.98K +36 +0.6%
LFG
182
LifePlan Financial Group
Ohio
$616K +$12K +108 +2%
TIM
183
Tortoise Investment Management
New York
$615K -$768K -6,950 -56%
GHF
184
Good Harbor Financial
Illinois
$609K – – –
CAL
185
Capital Advisors Ltd
Ohio
$591K – – –
CS
186
Credit Suisse
Switzerland
$575K -$1.07M -9,683 -65%
ClearBridge Investments
187
ClearBridge Investments
New York
$568K +$1.33K +12 +0.2%
SB
188
Suntrust Banks
Georgia
$564K +$49.4K +448 +10%
VIA
189
Vantage Investment Advisors
Pennsylvania
$557K +$362K +3,267 +185%
Lazard Asset Management
190
Lazard Asset Management
New York
$553K -$551K – –
CONA
191
Capital One National Association
New York
$550K +$28.7K +260 +6%
BSW
192
Buckingham Strategic Wealth
Missouri
$546K +$155K +1,403 +40%
ABC
193
Associated Banc-Corp
Wisconsin
$530K – – –
FIM
194
Freedom Investment Management
Connecticut
$509K +$1.88K +17 +0.4%
SFA
195
Sequoia Financial Advisors
Ohio
$505K +$505K +4,569 New
APCM
196
Alaska Permanent Capital Management
Alaska
$493K +$103K +935 +27%
NC
197
NewSquare Capital
Pennsylvania
$481K +$18.4K +166 +4%
PWM
198
Perigon Wealth Management
California
$471K – – –
AAM
199
Autus Asset Management
Arizona
$466K -$55.4K -500 -11%
SIA
200
Starfire Investment Advisers
Michigan
$455K +$455K +4,115 New
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8
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