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iShares National Muni Bond ETF
MUB

Overview Fund Activity

360 hedge funds and large institutions have $3.91B invested in iShares National Muni Bond ETF in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 148 increasing their positions, 101 reducing their positions, and 28 closing their positions.

Holders
360
Holders Change
+27
Holders Change %
+8.11%
% of All Funds
9.61%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.72%
New
56
Increased
148
Reduced
101
Closed
28
Calls
$313K
Puts
$1.92M
Net Calls
-$1.61M
Net Calls Change
-$3.24M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$320M
2
Betterment LLC
2
Betterment LLC
New York
$307M
3
Morgan Stanley
3
Morgan Stanley
New York
$181M
4
W
4
Wealthfront
California
$282M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$102M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$0
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Creative Planning
3
Creative Planning
Kansas
$141M
4
HI
4
Horizon Investments
North Carolina
$3.3M
5
NMIS
5
Northwestern Mutual Investment Services
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$435M 3,896,919 +29,788 +0.8%
Bank of America
2
Bank of America
North Carolina
$418M 3,739,730 +16,702 +0.4%
UBS Group
3
UBS Group
Switzerland
$320M 2,870,007 +512,045 +22%
Betterment LLC
4
Betterment LLC
New York
$307M 2,751,705 +383,131 +16%
W
5
Wealthfront
California
$282M 2,523,048 +282,489 +13%
Wells Fargo
6
Wells Fargo
California
$231M 2,069,788 +99,107 +5%
Morgan Stanley
7
Morgan Stanley
New York
$181M 1,621,549 +372,719 +30%
Creative Planning
8
Creative Planning
Kansas
$141M 1,260,564 -215,088 -15%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$102M 914,445 +280,591 +44%
LPL Financial
10
LPL Financial
California
$79.2M 709,334 -35,828 -5%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$62.1M 556,006 +49,885 +10%
SEI Investments
12
SEI Investments
Pennsylvania
$59.6M 533,669 +88,688 +20%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$55.1M 493,595 +114,570 +30%
RJA
14
Raymond James & Associates
Florida
$52.1M 466,964 +83,451 +22%
US Bancorp
15
US Bancorp
Minnesota
$47.7M 427,603 +18,778 +5%
CAM
16
Caprin Asset Management
Virginia
$47M 420,828 -21,618 -5%
BC
17
Brinker Capital
Pennsylvania
$41.2M 369,359 +22,739 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$33.9M 303,203 -11,376 -4%
MLICM
19
Metropolitan Life Insurance Company (MetLife)
New York
$33.8M 302,388 – –
MNA
20
Manning & Napier Advisors
New York
– – – –
PAG
21
Pinnacle Advisory Group
Maryland
$29.1M 260,196 +13,663 +6%
V
22
Veritable
Delaware
$27.3M 244,576 -2,242 -0.9%
Ameriprise
23
Ameriprise
Minnesota
$26.5M 239,030 +87,198 +57%
Nisa Investment Advisors
24
Nisa Investment Advisors
Missouri
$25.8M 231,268 – –
GMA
25
Goldstein Munger & Associates
California
$23.7M 212,485 -8,427 -4%
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