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iShares National Muni Bond ETF
MUB

Overview Fund Activity

289 hedge funds and large institutions have $2.96B invested in iShares National Muni Bond ETF in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 122 increasing their positions, 97 reducing their positions, and 22 closing their positions.

Holders
289
Holders Change
-6
Holders Change %
-2.03%
% of All Funds
7.79%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.49%
New
20
Increased
122
Reduced
97
Closed
22
Calls
$1.29M
Puts
$2.78M
Net Calls
-$1.49M
Net Calls Change
+$508K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$194M
2
Creative Planning
2
Creative Planning
Kansas
$197M
3
AF
3
Ally Financial
Michigan
$97.4M
4
Bank of America
4
Bank of America
North Carolina
$276M
5
Wells Fargo
5
Wells Fargo
California
$191M

Top Sellers

1
MLICM
1
Metropolitan Life Insurance Company (MetLife)
New York
$30.7M
2
UCFA
2
United Capital Financial Advisors
Texas
$16.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$37.7M
4
FAAM
4
First Allied Asset Management
California
$0
5
CP
5
Corbenic Partners
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CS
176
Credit Suisse
Switzerland
$669K 6,185 +990 +19%
WA
177
Winfield Associates
Ohio
$661K 6,108 -597 -9%
KL
178
KWMG LLC
Kansas
$658K 6,081 +2,134 +54%
HP
179
HT Partners
Connecticut
$652K 6,032 -4,407 -42%
ASN
180
Advisory Services Network
Georgia
$652K 6,036 -8 -0.1%
PMG
181
ProVise Management Group
Florida
$651K 6,021 -461 -7%
FC
182
Financial Consulate
Maryland
$646K 5,968 -106 -2%
ATC
183
Argent Trust Co
Tennessee
$643K 5,943 – –
AFG
184
Arkansas Financial Group
Arkansas
$630K 5,819 +1,881 +48%
MCC
185
Mid Continent Capital
Illinois
$628K 5,800 – –
SPC
186
Sigma Planning Corp
Michigan
$627K 5,795 -524 -8%
NC
187
NewSquare Capital
Pennsylvania
$626K 5,781 +1,431 +33%
SB
188
Suntrust Banks
Georgia
$617K 5,707 +594 +12%
EAM
189
Evanson Asset Management
California
$606K 5,602 +5,602 New
LWA
190
Lenox Wealth Advisors
New York
$571K 5,281 -450 -8%
CDIA
191
Capital Directions Investment Advisors
Georgia
$562K 5,197 +4,972 +2,210%
EB
192
Eastern Bank
Massachusetts
$558K 5,168 -1,301 -20%
ClearBridge Investments
193
ClearBridge Investments
New York
$555K 5,131 -4 -0.1%
CAL
194
Capital Advisors Ltd
Ohio
$553K 5,110 -230 -4%
CFS
195
Commonwealth Financial Services
West Virginia
$541K 5,004 -3,162 -39%
TIM
196
Tortoise Investment Management
New York
$524K 4,839 -726 -13%
SIA
197
Starfire Investment Advisers
Michigan
$519K 4,800 +685 +17%
FIM
198
Freedom Investment Management
Connecticut
$506K 4,680 +82 +2%
SFA
199
Sequoia Financial Advisors
Ohio
$494K 4,569 – –
IFA
200
Interactive Financial Advisors
Illinois
$478K 4,416 +540 +14%
6 7
8
9 10