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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 %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$396M 3,587,871 +325,806 +10%
Bank of America
2
Bank of America
North Carolina
$218M 1,980,096 +268,784 +16%
W
3
Wealthfront
California
$203M 1,843,568 +268,911 +17%
BTS
4
BB&T Securities
Virginia
$188M 170,711 +23,015 +16%
Wells Fargo
5
Wells Fargo
California
$164M 1,484,256 +28,136 +2%
Morgan Stanley
6
Morgan Stanley
New York
$140M 1,267,166 +72,791 +6%
UBS Group
7
UBS Group
Switzerland
$125M 1,135,771 +1,135,771 New
Creative Planning
8
Creative Planning
Kansas
$112M 1,014,531 +270,136 +36%
Betterment LLC
9
Betterment LLC
New York
$60.5M 548,217 +548,217 New
MLICM
10
Metropolitan Life Insurance Company (MetLife)
New York
$55.2M 500,709 +59,128 +13%
US Bancorp
11
US Bancorp
Minnesota
$36.7M 332,209 +8,125 +3%
MNA
12
Manning & Napier Advisors
New York
– – – –
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$32.2M 292,161 +22,524 +8%
USAA
14
United Services Automobile Association
Texas
$31.5M 285,852 +3,498 +1%
V
15
Veritable
Delaware
$29.4M 266,163 -1,690 -0.6%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$28.9M 262,191 +23,562 +10%
UCFA
17
United Capital Financial Advisors
Texas
$27.8M 252,357 +25,906 +11%
PAG
18
Pinnacle Advisory Group
Maryland
$26.4M 239,429 +10,112 +4%
GMA
19
Goldstein Munger & Associates
California
$25.1M 227,506 +11,791 +5%
RJA
20
Raymond James & Associates
Florida
$22.2M 201,043 +34,565 +21%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$22.2M 200,896 +4,574 +2%
LPL Financial
22
LPL Financial
California
$21.9M 198,093 +35,244 +22%
PFG
23
Piershale Financial Group
Illinois
$16M 145,399 +145,399 New
CP
24
Corbenic Partners
Pennsylvania
$15.5M 140,505 +9,162 +7%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$14.8M 134,437 +7,079 +6%
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