MUB icon

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 %
PA
101
Pinnacle Associates
New York
$1.6M 15,460 -11,285 -42%
VA
102
Valmark Advisers
Ohio
$1.59M 15,355 -1,260 -8%
PAS
103
Partnervest Advisory Services
California
$1.51M 14,574 +13,009 +831%
VC
104
Vicus Capital
Pennsylvania
$1.51M 14,551 -4,280 -23%
Deutsche Bank
105
Deutsche Bank
Germany
$1.45M 13,990 +13,990 New
AWM
106
Altavista Wealth Management
North Carolina
$1.41M 13,630 +7,645 +128%
BSB
107
Bangor Savings Bank
Maine
$1.41M 13,571 -670 -5%
HighTower Advisors
108
HighTower Advisors
Illinois
$1.41M 13,554 -31,040 -70%
UR
109
USCA RIA
Texas
$1.4M 13,475 +385 +3%
RBC
110
Ronald Blue & Co
Georgia
$1.34M 12,933 +8,584 +197%
VNB
111
Valley National Bancorp
New York
$1.34M 12,915 +12,915 New
YP
112
Yellowstone Partners
Idaho
$1.3M 12,570 +12,570 New
TNBTD
113
Trustmark National Bank Trust Department
Mississippi
$1.3M 12,534 +500 +4%
LS
114
Lattice Strategies
Pennsylvania
$1.26M 12,095 +12,095 New
FIG
115
Fusion Investment Group
Pennsylvania
$1.25M 12,044 +12,044 New
ST
116
Smithfield Trust
Pennsylvania
$1.23M 11,846 -2,033 -15%
VKH
117
Virtu KCG Holdings
New York
$1.19M 11,509 +7,598 +194%
AFS
118
Aft Forsyth & Sober
Florida
$1.18M 11,350 -3,150 -22%
LPT
119
Legacy Private Trust
Wisconsin
$1.18M 11,348 +11,348 New
TCM
120
Twele Capital Management
Minnesota
$1.17M 11,233 +673 +6%
UBS AM
121
UBS AM
Illinois
– – – –
VFS
122
VSR Financial Services
Kansas
$1.12M 10,765 -342 -3%
CNB
123
City National Bank
California
$1.09M 10,522 +6,889 +190%
AP
124
Advisors Preferred
Maryland
$1.08M 10,431 +10,431 New
PGFC
125
Peapack-Gladstone Financial Corp
New Jersey
$1.07M 10,272 +430 +4%
3 4
5
6 7