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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$14.2M +$4.24M +38,545 +43%
SEI Investments
27
SEI Investments
Pennsylvania
$13.7M +$13.6M +123,888 New
EC
28
Estate Counselors
Wisconsin
$12.6M +$1.05M +9,530 +9%
Jane Street
29
Jane Street
New York
$12.2M +$11.3M +102,927 +1,321%
Goldman Sachs
30
Goldman Sachs
New York
$11.9M +$1.99M +18,070 +20%
PI
31
Placemark Investments
Illinois
$10.5M +$3.04M +27,624 +41%
NMIS
32
Northwestern Mutual Investment Services
Wisconsin
$8.82M +$393K +3,576 +5%
BFA
33
Beaumont Financial Advisors
Massachusetts
$8.49M +$8.46M +76,982 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$8.14M +$1.52M +13,853 +23%
KeyBank National Association
35
KeyBank National Association
Ohio
$8.07M -$154K -1,402 -2%
MAA
36
Managed Account Advisors
New Jersey
$8.05M +$5.45M +49,575 +212%
BIM
37
BlackRock Investment Management
Delaware
$8.02M +$1.68M +15,281 +27%
Citigroup
38
Citigroup
New York
$8M -$2.54M -23,123 -24%
WCM
39
Windham Capital Management
Massachusetts
$7.97M -$162K -1,475 -2%
CCG
40
Cypress Capital Group
Florida
$7.97M +$1.08M +9,785 +16%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$7.89M +$446K +4,058 +6%
SIM
42
Sigma Investment Management
Oregon
$7.83M -$9.12K -83 -0.1%
FAAM
43
First Allied Asset Management
California
$7.48M -$1M -9,135 -12%
GC
44
Guggenheim Capital
Illinois
$7.22M +$423K +3,853 +6%
HI
45
Hudock Inc
Pennsylvania
$7.19M +$2.45M +22,332 +52%
SMA
46
Simply Money Advisors
Ohio
$6.94M +$1.52M +13,825 +28%
BCI
47
Brinker Capital Investments
Pennsylvania
$6.73M -$465K -4,227 -6%
PAMG
48
Patton Albertson Miller Group
Tennessee
$6.52M +$6.49M +59,060 New
RFC
49
Regions Financial Corp
Alabama
$6.39M +$162K +1,475 +3%
3AM
50
3D Asset Management
Connecticut
$6.19M +$1.59M +14,458 +35%