MUB icon

iShares National Muni Bond ETF
MUB

Overview Fund Activity

436 hedge funds and large institutions have $5.03B invested in iShares National Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 35 closing their positions.

Holders
436
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
10.87%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.72%
New
38
Increased
163
Reduced
171
Closed
35
Calls
$1.95M
Puts
$2.37M
Net Calls
-$423K
Net Calls Change
+$8.36M

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$184M
2
W
2
Wealthfront
California
$368M
3
Betterment LLC
3
Betterment LLC
New York
$405M
4
LPL Financial
4
LPL Financial
California
$33.7M
5
CAG
5
Crestwood Advisors Group
Massachusetts
$28.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$480M
2
AL
2
Aspiriant LLC
California
$5.28M
3
RJA
3
Raymond James & Associates
Florida
$22.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$480M 4,407,954 -1,596,243 -27%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$449M 4,125,587 -28,736 -0.7%
Betterment LLC
3
Betterment LLC
New York
$405M 3,713,719 +447,871 +14%
UBS Group
4
UBS Group
Switzerland
$393M 3,606,045 -168,719 -4%
W
5
Wealthfront
California
$368M 3,378,876 +875,352 +35%
Wells Fargo
6
Wells Fargo
California
$312M 2,863,388 +76,283 +3%
Morgan Stanley
7
Morgan Stanley
New York
$187M 1,720,433 +164,931 +11%
SEI Investments
8
SEI Investments
Pennsylvania
$184M 1,688,079 +1,039,850 +160%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$146M 1,338,574 +139,777 +12%
Creative Planning
10
Creative Planning
Kansas
$108M 990,074 -56,462 -5%
US Bancorp
11
US Bancorp
Minnesota
$82.4M 756,692 +91,220 +14%
RWP
12
RWA Wealth Partners
Massachusetts
$80.7M 740,490 -47,952 -6%
Nisa Investment Advisors
13
Nisa Investment Advisors
Missouri
$75.7M 694,417 -165 -0%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$69.3M 636,099 +53,840 +9%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$65.1M 597,122 +196,215 +49%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$61.6M 565,504 +101,338 +22%
AIM
17
Allen Investment Management
New York
$59.6M 547,474 +24,676 +5%
Ameriprise
18
Ameriprise
Minnesota
$55.1M 506,067 -25,120 -5%
HHGA
19
Halbert Hargrove Global Advisors
California
$50.8M 465,926 +31,281 +7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$45.8M 420,565 -204,573 -33%
Fisher Asset Management
21
Fisher Asset Management
Washington
$44.4M 407,279 +120,494 +42%
AssetMark Inc
22
AssetMark Inc
California
$43M 394,762 +239,867 +155%
BlackRock
23
BlackRock
New York
$36.2M 332,389 +210,108 +172%
LPL Financial
24
LPL Financial
California
$33.7M 309,505 +274,205 +777%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$32.6M 299,314 -132,435 -31%
1
2 3 4 5