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iShares National Muni Bond ETF
MUB

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: 13 → 18 (+5)

20% more funds holding

Funds holding: 240 → 289 (+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

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$35.8M
2
Creative Planning
Creative Planning
Kansas
+$29.7M
3
W
Wealthfront
California
+$29.6M
4
Bank of America
Bank of America
North Carolina
+$29.5M
5
PFG
Piershale Financial Group
Illinois
+$16M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$31.7M
2
Barclays
Barclays
United Kingdom
-$5.53M
3
APCM
Alaska Permanent Capital Management
Alaska
-$4.71M
4
SWP
Stratos Wealth Partners
Ohio
-$3.78M
5
DBT
Dubuque Bank & Trust
Iowa
-$3.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$6.15M +$472K +4,298 +8%
Truist Financial
52
Truist Financial
North Carolina
$5.96M +$286K +2,603 +5%
GC
53
Garde Capital
Washington
$5.74M +$255K +2,318 +5%
VFS
54
VSR Financial Services
Kansas
$5.66M +$5.28M +48,021 +1,460%
Ameriprise
55
Ameriprise
Minnesota
$5.63M +$613K +5,580 +12%
EWM
56
Empirical Wealth Management
Washington
$5.47M -$993K -9,039 -15%
LPT
57
Legacy Private Trust
Wisconsin
$5.25M +$1.52M +13,872 +41%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$5.18M +$1.25M +11,370 +32%
AI
59
Atria Investments
North Carolina
$4.23M +$1.98M +17,992 +88%
AssetMark Inc
60
AssetMark Inc
California
$4.14M +$101K +916 +3%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$3.9M +$1M +9,142 +35%
TCM
62
Towercrest Capital Management
Pennsylvania
$3.89M +$3.88M +35,275 New
LYV
63
Live Your Vision
Pennsylvania
$3.82M +$3.77M +34,346 New
Barclays
64
Barclays
United Kingdom
$3.8M -$5.53M -50,291 -59%
CC
65
Curian Capital
Colorado
$3.75M -$156K -1,421 -4%
FCIM
66
Fairview Capital Investment Management
California
$3.67M +$121K +1,100 +3%
FF
67
Friedenthal Financial
New Jersey
$3.65M +$3.64M +33,115 New
AIM
68
Allen Investment Management
New York
$3.64M – – –
SF
69
Synovus Financial
Georgia
$3.63M -$213K -1,941 -6%
FAAS
70
First Allied Advisory Services
California
$3.61M +$113K +1,026 +3%
SCA
71
Salient Capital Advisors
Texas
$3.51M -$2.11M -19,224 -38%
JIR
72
James Investment Research
Ohio
$3.5M – – –
HighTower Advisors
73
HighTower Advisors
Illinois
$3.34M +$939K +8,545 +39%
KFA
74
Kays Financial Advisory
Georgia
$3.33M -$13.2K -120 -0.4%
RCM
75
Rotella Capital Management
Washington
$3.33M +$2.03M +18,500 +158%
1 2
3
4 5

MUB Hedge Fund Activity: Q4 2014 in Review

289 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q4 2014, worth a combined $2.57B — up 17% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MUB positions and 10 closed out — a net gain of 52 holders — while 117 added to existing stakes and 73 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $35.8M. The largest seller was Susquehanna International Group, cutting an estimated $31.7M.

  • 289 institutional investors held iShares National Muni Bond ETF (MUB) as of Q4 2014, up from 240 in Q3 2014.
  • Funds reported $2.57B of iShares National Muni Bond ETF stock for Q4 2014, up 17% quarter-over-quarter.
  • 62 funds opened new iShares National Muni Bond ETF positions in Q4 2014 and 10 closed out, a net change of +52 holders.
  • The largest iShares National Muni Bond ETF buyer in Q4 2014 was PNC Financial Services Group, an estimated $35.8M added.
  • The largest iShares National Muni Bond ETF seller in Q4 2014 was Susquehanna International Group, an estimated $31.7M sold.

Based on aggregated 13F filings for Q4 2014.