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iShares National Muni Bond ETF
MUB

Overview Fund Activity

233 hedge funds and large institutions have $1.73B invested in iShares National Muni Bond ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 24 closing their positions.

Holders
233
Holders Change
-5
Holders Change %
-2.1%
% of All Funds
6.73%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
20
Increased
87
Reduced
78
Closed
24
Calls
$995K
Puts
$21.9M
Net Calls
-$20.9M
Net Calls Change
-$12.7M

Top Buyers

1
W
1
Wealthfront
California
$89.3M
2
Wells Fargo
2
Wells Fargo
California
$160M
3
Creative Planning
3
Creative Planning
Kansas
$44.2M
4
CP
4
Corbenic Partners
Pennsylvania
$14.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$111M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
BTS
2
BB&T Securities
Virginia
$79.1M
3
Bank of America
3
Bank of America
North Carolina
$158M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$17.4M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$278M 2,596,637 +1,188 +0%
Wells Fargo
2
Wells Fargo
California
$160M 1,496,528 +217,968 +17%
Bank of America
3
Bank of America
North Carolina
$158M 1,475,240 -225,995 -13%
Morgan Stanley
4
Morgan Stanley
New York
$111M 1,038,754 +47,415 +5%
W
5
Wealthfront
California
$89.3M 837,391 +837,391 New
BTS
6
BB&T Securities
Virginia
$79.1M 73,925 -27,193 -27%
U
7
UBS
Switzerland
$66.8M 624,329 +42,176 +7%
MLICM
8
Metropolitan Life Insurance Company (MetLife)
New York
$59.2M 556,926 +26,358 +5%
Creative Planning
9
Creative Planning
Kansas
$44.2M 413,192 +163,796 +66%
US Bancorp
10
US Bancorp
Minnesota
$35M 326,853 -30,030 -8%
USAA
11
United Services Automobile Association
Texas
$29.8M 278,500 +684 +0.2%
MNA
12
Manning & Napier Advisors
New York
– – – –
V
13
Veritable
Delaware
$24.6M 230,153 – –
GMA
14
Goldstein Munger & Associates
California
$22.7M 211,753 +12,496 +6%
Citigroup
15
Citigroup
New York
$22.5M 209,991 -8,093 -4%
EB
16
Eastern Bank
Massachusetts
$20.6M 192,178 +7,793 +4%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$18.8M 175,503 +3,028 +2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$17.4M 162,515 -127,608 -44%
LPL Financial
19
LPL Financial
California
$16.4M 153,548 -7,235 -4%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$14.9M 139,407 -22,254 -14%
CP
21
Corbenic Partners
Pennsylvania
$14.2M 132,698 +63,365 +91%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$13.6M 127,050 +13,174 +12%
RJA
23
Raymond James & Associates
Florida
$11.7M 109,248 +13,259 +14%
KeyBank National Association
24
KeyBank National Association
Ohio
$11.5M 107,138 +1,138 +1%
EC
25
Estate Counselors
Wisconsin
$11.2M 105,000 +4,210 +4%
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