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iShares National Muni Bond ETF
MUB

Overview Fund Activity

238 hedge funds and large institutions have $1.7B invested in iShares National Muni Bond ETF in 2013 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 75 increasing their positions, 90 reducing their positions, and 22 closing their positions.

Holders
238
Holders Change
+20
Holders Change %
+9.17%
% of All Funds
6.91%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
48
Increased
75
Reduced
90
Closed
22
Calls
$2.38M
Puts
$10.6M
Net Calls
-$8.27M
Net Calls Change
-$2.83M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$105M
2
CSIA
2
Charles Schwab Investment Advisory
California
$59.2M
3
MLICM
3
Metropolitan Life Insurance Company (MetLife)
New York
$55M
4
Citigroup
4
Citigroup
New York
$22.6M
5
US Bancorp
5
US Bancorp
Minnesota
$37M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$133M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$269M
3
EAM
3
Eagle Asset Management
Florida
$5.74M
4
LPL Financial
4
LPL Financial
California
$16.7M
5
B
5
Bailard
California
$295K
Name Market Value Shares Shares
Change 		Shares
Change %
AC
226
Alexandria Capital
Virginia
$31K 300 – –
WRM
227
Westport Resources Management
Connecticut
$31K 300 – –
FBT
228
Founders Bank & Trust
Michigan
$30K 282 -6,373 -96%
ECM
229
Exchange Capital Management
Michigan
$30K 290 – –
HDIM
230
Hanson & Doremus Investment Management
Vermont
$29K 276 – –
FM
231
Forward Management
California
$27K 265 – –
SMG
232
Spectrum Management Group
Indiana
$25K 242 +242 New
Northern Trust
233
Northern Trust
Illinois
$24K 23,371 -7,372 -24%
EWM
234
Evercore Wealth Management
New York
$24K 227 – –
IFA
235
Interactive Financial Advisors
Illinois
$23K 217 -3 -1%
S
236
SignatureFD
Georgia
$21K 204 -2,873 -93%
M
237
MOTCO
Texas
$15K 140 – –
PFO
238
Pathstone Family Office
New Jersey
$12K 112 – –
DAM
239
Delta Asset Management
Tennessee
$10K 101 – –
PFSC
240
Peoples Financial Services Corp
Pennsylvania
$5K 50 +50 New
BFEC
241
Benjamin F. Edwards & Company
Missouri
$4K 34 – –
OIA
242
Optimum Investment Advisors
Illinois
$3K 25 – –
DIA
243
Denver Investment Advisors
Colorado
$782 7,539 +2,654 +54%
Manulife (Manufacturers Life Insurance)
244
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$253 2,439 +2,439 New
FIMS
245
FBL Investment Management Services
Iowa
– – -96,000 Closed
PAG
246
Pinnacle Advisory Group
Maryland
– – -66,928 Closed
KIM
247
Karpus Investment Management
New York
– – -55,640 Closed
JG
248
Jefferies Group
New York
– – -50,413 Closed
NMLIC
249
Northwestern Mutual Life Insurance Company
Wisconsin
– – -30,105 Closed
FNT
250
First National Trust
Pennsylvania
– – -6,200 Closed
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