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iShares National Muni Bond ETF
MUB

Overview Fund Activity

296 hedge funds and large institutions have $3.07B invested in iShares National Muni Bond ETF in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 120 increasing their positions, 98 reducing their positions, and 19 closing their positions.

Holders
296
Holders Change
+7
Holders Change %
+2.42%
% of All Funds
8.27%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.61%
New
27
Increased
120
Reduced
98
Closed
19
Calls
$559K
Puts
$2.65M
Net Calls
-$2.09M
Net Calls Change
-$599K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$316M
2
UBS Group
2
UBS Group
Switzerland
$208M
3
Betterment LLC
3
Betterment LLC
New York
$219M
4
LPL Financial
4
LPL Financial
California
$41.1M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$48.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.91M
2
Creative Planning
2
Creative Planning
Kansas
$177M
3
PAG
3
Pinnacle Advisory Group
Maryland
$0
4
BIM
4
BlackRock Investment Management
Delaware
$6.58M
5
Morgan Stanley
5
Morgan Stanley
New York
$127M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$401M 3,658,337 +45,580 +1%
Bank of America
2
Bank of America
North Carolina
$316M 2,886,551 +335,316 +13%
W
3
Wealthfront
California
$241M 2,202,440 +91,861 +4%
Betterment LLC
4
Betterment LLC
New York
$219M 2,002,133 +209,065 +12%
UBS Group
5
UBS Group
Switzerland
$208M 1,899,159 +253,580 +15%
Wells Fargo
6
Wells Fargo
California
$207M 1,886,647 +118,536 +7%
Creative Planning
7
Creative Planning
Kansas
$177M 1,619,848 -197,487 -11%
Morgan Stanley
8
Morgan Stanley
New York
$127M 1,162,983 -83,228 -7%
AF
9
Ally Financial
Michigan
$98.6M 900,000 – –
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$72M 657,251 +45,755 +7%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$48.4M 442,227 +119,145 +37%
LPL Financial
12
LPL Financial
California
$41.1M 375,157 +133,607 +55%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$39.7M 362,662 +13,986 +4%
US Bancorp
14
US Bancorp
Minnesota
$39.3M 358,985 +16,870 +5%
SEI Investments
15
SEI Investments
Pennsylvania
$37.4M 341,313 +64,119 +23%
RJA
16
Raymond James & Associates
Florida
$36.2M 330,261 +35,252 +12%
MNA
17
Manning & Napier Advisors
New York
– – – –
USAA
18
United Services Automobile Association
Texas
$32.5M 296,696 -1,966 -0.7%
MLICM
19
Metropolitan Life Insurance Company (MetLife)
New York
$32.1M 293,260 +9,203 +3%
V
20
Veritable
Delaware
$27.6M 252,228 -13,855 -5%
BTS
21
BB&T Securities
Virginia
$27.2M 248,187 +22,684 +10%
Nisa Investment Advisors
22
Nisa Investment Advisors
Missouri
$25.3M 231,308 – –
GMA
23
Goldstein Munger & Associates
California
$24M 219,201 -7,231 -3%
UCFA
24
United Capital Financial Advisors
Texas
$15.8M 144,103 -11,750 -8%
NMIS
25
Northwestern Mutual Investment Services
Wisconsin
$14.4M 131,064 +17,361 +15%
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