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iShares National Muni Bond ETF
MUB

Overview Fund Activity

442 hedge funds and large institutions have $5.35B invested in iShares National Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 196 increasing their positions, 142 reducing their positions, and 30 closing their positions.

Holders
442
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
11.04%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.7%
New
40
Increased
196
Reduced
142
Closed
30
Calls
$1.28M
Puts
$4.75M
Net Calls
-$3.47M
Net Calls Change
-$3.05M

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$501M
2
W
2
Wealthfront
California
$429M
3
UBS Group
3
UBS Group
Switzerland
$447M
4
Bank of America
4
Bank of America
North Carolina
$523M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$98.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$264M
2
CAM
2
Caprin Asset Management
Virginia
$0
3
Nisa Investment Advisors
3
Nisa Investment Advisors
Missouri
$61.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$33.5M
5
B
5
Bailard
California
$2.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$523M 4,749,638 +341,684 +8%
Betterment LLC
2
Betterment LLC
New York
$501M 4,546,210 +832,491 +22%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$457M 4,149,108 +23,521 +0.6%
UBS Group
4
UBS Group
Switzerland
$447M 4,058,440 +452,395 +13%
W
5
Wealthfront
California
$429M 3,891,287 +512,411 +15%
Wells Fargo
6
Wells Fargo
California
$264M 2,394,559 -468,829 -16%
SEI Investments
7
SEI Investments
Pennsylvania
$215M 1,949,406 +261,327 +15%
Morgan Stanley
8
Morgan Stanley
New York
$185M 1,681,724 -38,709 -2%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$160M 1,454,212 +115,638 +9%
Creative Planning
10
Creative Planning
Kansas
$108M 984,465 -5,609 -0.6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$98.7M 896,111 +330,607 +58%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$88.7M 805,923 +208,801 +35%
US Bancorp
13
US Bancorp
Minnesota
$84.9M 770,610 +13,918 +2%
RWP
14
RWA Wealth Partners
Massachusetts
$79.3M 720,541 -19,949 -3%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$67.5M 612,917 -23,182 -4%
Nisa Investment Advisors
16
Nisa Investment Advisors
Missouri
$61.5M 558,850 -135,567 -20%
Fisher Asset Management
17
Fisher Asset Management
Washington
$60M 544,943 +137,664 +34%
Ameriprise
18
Ameriprise
Minnesota
$57.5M 522,727 +16,660 +3%
AIM
19
Allen Investment Management
New York
$55.1M 500,360 -47,114 -9%
HHGA
20
Halbert Hargrove Global Advisors
California
$52M 472,030 +6,104 +1%
AssetMark Inc
21
AssetMark Inc
California
$46.5M 422,064 +27,302 +7%
Goldman Sachs
22
Goldman Sachs
New York
$45.3M 411,734 +280,783 +214%
CAG
23
Crestwood Advisors Group
Massachusetts
$39.4M 355,277 +92,125 +35%
BlackRock
24
BlackRock
New York
$36.8M 334,591 +2,202 +0.7%
LPL Financial
25
LPL Financial
California
$35.1M 318,454 +8,949 +3%
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