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iShares National Muni Bond ETF
MUB

Overview Fund Activity

397 hedge funds and large institutions have $4.61B invested in iShares National Muni Bond ETF in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 201 increasing their positions, 92 reducing their positions, and 22 closing their positions.

Holders
397
Holders Change
+19
Holders Change %
+5.03%
% of All Funds
10.61%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.8%
New
42
Increased
201
Reduced
92
Closed
22
Calls
$3.52M
Puts
$3.62M
Net Calls
-$106K
Net Calls Change
+$1.81M

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$440M
2
W
2
Wealthfront
California
$382M
3
UBS Group
3
UBS Group
Switzerland
$398M
4
AssetMark Inc
4
AssetMark Inc
California
$30.7M
5
SEI Investments
5
SEI Investments
Pennsylvania
$97.6M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$410K
2
Jane Street
2
Jane Street
New York
$1.92M
3
PAG
3
Pinnacle Advisory Group
Maryland
$0
4
CAM
4
Caprin Asset Management
Virginia
$24.7M
5
HP
5
HT Partners
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$477M 4,234,605 +45,949 +1%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$451M 4,001,198 -17,012 -0.4%
Betterment LLC
3
Betterment LLC
New York
$440M 3,903,433 +658,237 +20%
UBS Group
4
UBS Group
Switzerland
$398M 3,528,256 +387,712 +12%
W
5
Wealthfront
California
$382M 3,385,670 +484,951 +17%
Wells Fargo
6
Wells Fargo
California
$277M 2,455,693 +86,771 +4%
Morgan Stanley
7
Morgan Stanley
New York
$167M 1,484,003 +39,985 +3%
Creative Planning
8
Creative Planning
Kansas
$149M 1,319,582 +70,048 +6%
SEI Investments
9
SEI Investments
Pennsylvania
$97.6M 865,572 +201,704 +30%
RJA
10
Raymond James & Associates
Florida
$77M 682,557 +142,580 +26%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$70.3M 623,895 +20,548 +3%
Nisa Investment Advisors
12
Nisa Investment Advisors
Missouri
$66.2M 587,423 -70 -0%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$60.4M 535,271 +483 +0.1%
Ameriprise
14
Ameriprise
Minnesota
$58.3M 516,953 +161,030 +45%
US Bancorp
15
US Bancorp
Minnesota
$53.8M 477,183 +40,960 +9%
HHGA
16
Halbert Hargrove Global Advisors
California
$48M 425,992 +11,472 +3%
Lazard Asset Management
17
Lazard Asset Management
New York
– – – –
LPL Financial
18
LPL Financial
California
$41.7M 371,243 +2,140 +0.6%
BC
19
Brinker Capital
Pennsylvania
$39.5M 350,623 -18,070 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$32M 283,890 +18,435 +7%
AssetMark Inc
21
AssetMark Inc
California
$30.7M 272,570 +233,573 +599%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$30.2M 268,014 +64,229 +32%
MNA
23
Manning & Napier Advisors
New York
– – – –
SMA
24
Simply Money Advisors
Ohio
$29.4M 260,784 +16,413 +7%
V
25
Veritable
Delaware
$27.7M 245,921 – –
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