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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 %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$391M 3,612,757 +158,043 +5%
Bank of America
2
Bank of America
North Carolina
$276M 2,551,235 +393,213 +18%
W
3
Wealthfront
California
$228M 2,110,579 -40,888 -2%
Creative Planning
4
Creative Planning
Kansas
$197M 1,817,335 +508,631 +39%
Betterment LLC
5
Betterment LLC
New York
$194M 1,793,068 +566,026 +46%
Wells Fargo
6
Wells Fargo
California
$191M 1,768,111 +290,618 +20%
UBS Group
7
UBS Group
Switzerland
$178M 1,645,579 +150,718 +10%
Morgan Stanley
8
Morgan Stanley
New York
$135M 1,246,211 -10,818 -0.9%
AF
9
Ally Financial
Michigan
$97.4M 900,000 +445,000 +98%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$66.2M 611,496 +63,207 +12%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$37.7M 348,676 -143,563 -29%
US Bancorp
12
US Bancorp
Minnesota
$37M 342,115 -3,129 -0.9%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$35M 323,082 +278,492 +625%
MNA
14
Manning & Napier Advisors
New York
– – – –
USAA
15
United Services Automobile Association
Texas
$32.3M 298,662 +14,014 +5%
RJA
16
Raymond James & Associates
Florida
$31.9M 295,009 +49,978 +20%
MLICM
17
Metropolitan Life Insurance Company (MetLife)
New York
$30.7M 284,057 -239,377 -46%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$30.4M 281,172 +30,509 +12%
SEI Investments
19
SEI Investments
Pennsylvania
$30M 277,194 +94,969 +52%
V
20
Veritable
Delaware
$28.8M 266,083 -310 -0.1%
LPL Financial
21
LPL Financial
California
$26.2M 241,550 -2,487 -1%
Nisa Investment Advisors
22
Nisa Investment Advisors
Missouri
$25M 231,308 +231,308 New
GMA
23
Goldstein Munger & Associates
California
$24.5M 226,432 +1,867 +0.8%
BTS
24
BB&T Securities
Virginia
$24.4M 225,503 +44,964 +25%
PAG
25
Pinnacle Advisory Group
Maryland
$21.2M 195,732 -52,327 -21%
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