We are live on ! Find out more
MUB icon

iShares National Muni Bond ETF

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

520% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 10

60% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 73

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

20% more funds holding

Funds holding: 240289 (+49)

17% more capital invested

Capital invested by funds: $2.2B → $2.57B (+$370M)

2.25% more ownership

Funds ownership: 55.19%57.43% (+2.2%)

92% less call options, than puts

Call options by funds: $1.38M | Put options by funds: $18.2M

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
Name Holding Trade Value Shares
Change
Change in
Stake
BKA
276
Brick & Kyle Associates
Pennsylvania
$47K +$46.7K +425 New
CHP
277
Cable Hill Partners
Oregon
$44K +$44K +400 New
AC
278
Alexandria Capital
Virginia
$33K
FFC
279
First Financial Corp
Indiana
$33K
ECM
280
Exchange Capital Management
Michigan
$32K
WCM
281
Wealthcare Capital Management
Virginia
$31K -$518K -4,714 -94%
SIA
282
Stancorp Investment Advisers
Oregon
$31K +$30.6K +278 New
FM
283
Forward Management
California
$29K
UFA
284
US Financial Advisors
Massachusetts
$28K +$27.5K +250 New
FBT
285
Founders Bank & Trust
Michigan
$26K
Northern Trust
286
Northern Trust
Illinois
$20K
BFEC
287
Benjamin F. Edwards & Company
Missouri
$15K
BC
288
Bartlett & Co
Ohio
$13K
HCM
289
Horrell Capital Management
Arkansas
$12K +$12.1K +110 New
ANBT
290
American National Bank & Trust
Texas
$6K
JFGIW
291
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K +$2.75K +25 New
BRWA
292
B. Riley Wealth Advisors
Florida
$110 +$110K +1,000 New
Manulife (Manufacturers Life Insurance)
293
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50 +$27.5K +250 +125%
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
-$1.42M -12,930 Closed
AWA
295
Arete Wealth Advisors
Illinois
-$544K -4,961 Closed
VC
296
Vicus Capital
Pennsylvania
-$410K -3,734 Closed
PO
297
Private Ocean
California
-$252K -2,299 Closed
AAS
298
Annex Advisory Services
Wisconsin
-$211K -1,925 Closed
FNT
299
First National Trust
Pennsylvania
-$202K -1,847 Closed
DIP
300
DT Investment Partners
Pennsylvania
-$202K -1,843 Closed