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iShares National Muni Bond ETF
MUB

Overview Fund Activity

289 hedge funds and large institutions have $2.57B invested in iShares National Muni Bond ETF in 2014 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 73 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+49
Holders Change %
+20.42%
% of All Funds
7.71%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.48%
New
62
Increased
117
Reduced
73
Closed
10
Calls
$1.38M
Puts
$18.2M
Net Calls
-$16.8M
Net Calls Change
+$40.7M

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$396M
2
Creative Planning
2
Creative Planning
Kansas
$112M
3
W
3
Wealthfront
California
$203M
4
Bank of America
4
Bank of America
North Carolina
$218M
5
BTS
5
BB&T Securities
Virginia
$188M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$864K
2
MNA
2
Manning & Napier Advisors
New York
$33.7M
3
Barclays
3
Barclays
United Kingdom
$3.8M
4
APCM
4
Alaska Permanent Capital Management
Alaska
$388K
5
SWP
5
Stratos Wealth Partners
Ohio
$267K
Name Holding Trade Value Shares
Change 		Shares
Change %
YP
226
Yellowstone Partners
Idaho
$319K -$106K -965 -25%
Millennium Management
227
Millennium Management
New York
$312K -$919K -8,317 -75%
AF
228
Allworth Financial
California
$310K +$310K +2,811 New
SCA
229
STALEY CAPITAL ADVISERS
Pennsylvania
$309K -$77.3K -700 -20%
BCM
230
BTC Capital Management
Iowa
$309K – – –
CIC
231
Carnegie Investment Counsel
Ohio
$303K +$303K +2,738 New
ACP
232
Aviance Capital Partners
Florida
$302K -$27K -245 -8%
BFA
233
Bragg Financial Advisors
North Carolina
$301K +$14.9K +135 +5%
ATC
234
Argent Trust Co
Tennessee
$284K +$284K +2,575 New
PG
235
Patten Group
Tennessee
$280K +$280K +2,544 New
SCM
236
Sterneck Capital Management
Missouri
$276K – – –
PIM
237
Parasol Investment Management
Illinois
$276K – – –
CCT
238
Country Club Trust
Missouri
$275K +$275K +2,495 New
SFPM
239
Sensible Financial Planning & Management
Massachusetts
$273K – – –
HCMT
240
Highland Capital Management (Tennessee)
Tennessee
$271K -$552 -5 -0.2%
SWP
241
Stratos Wealth Partners
Ohio
$267K -$3.79M -34,388 -93%
Fisher Asset Management
242
Fisher Asset Management
Washington
$264K +$264K +2,393 New
ICOA
243
Investment Centers of America
North Dakota
$245K +$245K +2,226 New
PSUF
244
People's United Financial
Connecticut
$237K – – –
CB
245
Chemical Bank
Michigan
$231K – – –
TFF
246
The Family Firm
Maryland
$229K +$229K +2,076 New
OIA
247
Optimum Investment Advisors
Illinois
$228K +$992 +9 +0.4%
FTIOP
248
Fiduciary Trust International of Pennsylvania
Pennsylvania
$224K – – –
NSCM
249
New South Capital Management
Tennessee
$218K -$193K -1,750 -47%
CPA
250
Capital Planning Advisors
California
$215K +$215K +1,948 New
8 9
10
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