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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 %
BA
51
BlackRock Advisors
Delaware
$4.8M 46,296 – –
AAIM
52
American Assets Investment Management
California
$4.64M 44,739 – –
PC
53
Peavine Capital
Nevada
$4.54M 43,736 +43,736 New
CC
54
Curian Capital
Colorado
$4.35M 41,940 -3,634 -8%
APCM
55
Alaska Permanent Capital Management
Alaska
$4.26M 41,059 +37,328 +1,000%
B
56
Baird
Wisconsin
$4.06M 39,122 +10,104 +35%
NMIS
57
Northwestern Mutual Investment Services
Wisconsin
$3.92M 37,803 +37,803 New
SMA
58
Simply Money Advisors
Ohio
$3.64M 35,047 +11,996 +52%
SF
59
Synovus Financial
Georgia
$3.62M 34,847 +5,875 +20%
BIM
60
BlackRock Investment Management
Delaware
$3.52M 33,950 -1,578 -4%
AssetMark Inc
61
AssetMark Inc
California
$3.39M 32,669 +633 +2%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$3.38M 32,593 -1,865 -5%
CCG
63
Cypress Capital Group
Florida
$3.37M 32,456 -5,676 -15%
Invesco
64
Invesco
Georgia
– – – –
FNBOO
65
First National Bank of Omaha
Nebraska
$3.14M 30,277 -960 -3%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$3.09M 29,805 +28,224 +1,785%
KFA
67
Kays Financial Advisory
Georgia
$2.97M 28,622 +28,622 New
Ameriprise
68
Ameriprise
Minnesota
$2.89M 27,876 -5,793 -17%
JIR
69
James Investment Research
Ohio
– – – –
ACM
70
Ashford Capital Management
Delaware
$2.72M 26,245 -310 -1%
DADC
71
D.A. Davidson & Co
Montana
$2.7M 25,984 -749 -3%
Natixis Advisors
72
Natixis Advisors
Massachusetts
$2.67M 25,773 +25,773 New
TIM
73
Tortoise Investment Management
New York
$2.45M 23,617 -5,517 -19%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$2.38M 22,981 +1 +0%
CTA
75
Chesley Taft & Associates
Illinois
$2.38M 22,895 -5,600 -20%
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