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iShares National Muni Bond ETF
MUB

Overview Fund Activity

437 hedge funds and large institutions have $5.22B invested in iShares National Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 160 increasing their positions, 131 reducing their positions, and 41 closing their positions.

Holders
437
Holders Change
+40
Holders Change %
+10.08%
% of All Funds
10.94%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.98%
New
89
Increased
160
Reduced
131
Closed
41
Calls
$8.17M
Puts
$16.9M
Net Calls
-$8.78M
Net Calls Change
-$8.67M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$650M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$130M
3
AL
3
Aspiriant LLC
California
$113M
4
RWP
4
RWA Wealth Partners
Massachusetts
$85.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$67.6M

Top Sellers

1
W
1
Wealthfront
California
$271M
2
Betterment LLC
2
Betterment LLC
New York
$353M
3
LPL Financial
3
LPL Financial
California
$3.82M
4
Creative Planning
4
Creative Planning
Kansas
$113M
5
SEI Investments
5
SEI Investments
Pennsylvania
$70.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$650M 6,004,197 +1,769,592 +42%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$449M 4,154,323 +153,125 +4%
UBS Group
3
UBS Group
Switzerland
$408M 3,774,764 +246,508 +7%
Betterment LLC
4
Betterment LLC
New York
$353M 3,265,848 -637,585 -16%
Wells Fargo
5
Wells Fargo
California
$302M 2,787,105 +331,412 +13%
W
6
Wealthfront
California
$271M 2,503,524 -882,146 -26%
Morgan Stanley
7
Morgan Stanley
New York
$168M 1,555,502 +71,499 +5%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$130M 1,198,797 +1,195,161 +32,870%
Creative Planning
9
Creative Planning
Kansas
$113M 1,046,536 -273,046 -21%
AL
10
Aspiriant LLC
California
$113M 1,045,706 +1,017,411 +3,596%
RJA
11
Raymond James & Associates
Florida
$85.8M 793,066 +110,509 +16%
RWP
12
RWA Wealth Partners
Massachusetts
$85.3M 788,442 +788,442 New
Nisa Investment Advisors
13
Nisa Investment Advisors
Missouri
$75.1M 694,582 +107,159 +18%
US Bancorp
14
US Bancorp
Minnesota
$72M 665,472 +188,289 +39%
SEI Investments
15
SEI Investments
Pennsylvania
$70.1M 648,229 -217,343 -25%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$67.6M 625,138 +551,792 +752%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$63M 582,259 -41,636 -7%
Ameriprise
18
Ameriprise
Minnesota
$57.4M 531,187 +14,234 +3%
AIM
19
Allen Investment Management
New York
$56.6M 522,798 +447,631 +596%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$50.2M 464,166 -71,105 -13%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$48.6M 449,463 +449,463 New
HHGA
22
Halbert Hargrove Global Advisors
California
$47M 434,645 +8,653 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$46.7M 431,749 +147,859 +52%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$43.4M 400,907 +182,721 +84%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$41.1M 379,853 +379,853 New
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