iShares National Muni Bond ETF
289 hedge funds and large institutions have $2.96B invested in iShares National Muni Bond ETF in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 122 increasing their positions, 97 reducing their positions, and 22 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 97
13% more funds holding in top 10
Funds holding in top 10: 16 → 18 (+2)
2.16% more ownership
Funds ownership: 56.92% → 59.08% (+2.2%)
3% more capital invested
Capital invested by funds: $2.87B → $2.96B (+$85.9M)
9% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 22
2% less funds holding
Funds holding: 295 → 289 (-6)
54% less call options, than puts
Call options by funds: $1.29M | Put options by funds: $2.78M
Top Buyers
| 1 |
Betterment LLC
New York
|
+$61.7M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$55.4M |
| 3 |
AF
Ally Financial
Detroit,
Michigan
|
+$48.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$42.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$31.7M |
Top Sellers
MUB Hedge Fund Activity: Q2 2015 in Review
289 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q2 2015, worth a combined $2.96B — up 3% from $2.87B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of MUB and 20 opened new positions — a net loss of 2 holders — while 97 trimmed existing stakes and 122 added.
The largest buyer was Betterment LLC, adding an estimated $61.7M. The largest seller was Metropolitan Life Insurance Company (MetLife), cutting an estimated $26.1M.
- 289 institutional investors held iShares National Muni Bond ETF (MUB) as of Q2 2015, down from 295 in Q1 2015.
- Funds reported $2.96B of iShares National Muni Bond ETF stock for Q2 2015, up 3% quarter-over-quarter.
- 20 funds opened new iShares National Muni Bond ETF positions in Q2 2015 and 22 closed out, a net change of -2 holders.
- The largest iShares National Muni Bond ETF buyer in Q2 2015 was Betterment LLC, an estimated $61.7M added.
- The largest iShares National Muni Bond ETF seller in Q2 2015 was Metropolitan Life Insurance Company (MetLife), an estimated $26.1M sold.
Based on aggregated 13F filings for Q2 2015.