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iShares National Muni Bond ETF
MUB

219 hedge funds and large institutions have $1.75B invested in iShares National Muni Bond ETF in 2013 Q2 according to their latest regulatory filings, with 219 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50.36% more ownership

Funds ownership: 0% → 50.36% (+50%)

53% less call options, than puts

Call options by funds: $84K | Put options by funds: $179K

Holders
219
Holders Change
+219
Holders Change %
–
% of All Funds
7.15%
Holding in Top 10
14
Holding in Top 10 Change
+14
Holding in Top 10 Change %
% of All Funds
0.46%
New
219
Increased
–
Reduced
–
Closed
–
Calls
$84K
Puts
$179K
Net Calls
-$95K
Net Calls Change
-$95K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
126
Buckingham Strategic Wealth
Missouri
$604K +$629K +5,751 New
AT
127
Arden Trust
Delaware
$586K +$610K +5,579 New
NSCM
128
New South Capital Management
Tennessee
$578K +$602K +5,500 New
ClearBridge Investments
129
ClearBridge Investments
New York
$577K +$601K +5,493 New
NC
130
NewSquare Capital
Pennsylvania
$567K +$591K +5,402 New
LFG
131
LifePlan Financial Group
Ohio
$546K +$569K +5,197 New
PGFC
132
Peapack-Gladstone Financial Corp
New Jersey
$515K +$537K +4,907 New
DIA
133
Denver Investment Advisors
Colorado
$513K +$535K +4,885 New
MWAM
134
Mariner Wealth Advisors (Madison)
Kansas
$481K +$501K +4,576 New
WAM
135
Wolverine Asset Management
Illinois
$472K +$492K +4,500 New
CPO
136
Cerity Partners OCIO
New York
$471K +$490K +4,482 New
MCTIC
137
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$467K +$487K +4,450 New
CIM
138
Confluence Investment Management
Missouri
$441K +$459K +4,196 New
SCA
139
STALEY CAPITAL ADVISERS
Pennsylvania
$431K +$449K +4,100 New
GI
140
Gradient Investments
Minnesota
$429K +$447K +4,083 New
SCM
141
Sterneck Capital Management
Missouri
$420K +$438K +4,000 New
FFIC
142
First Fiduciary Investment Counsel
Ohio
$414K +$432K +3,945 New
Neuberger Berman Group
143
Neuberger Berman Group
New York
$410K +$427K +3,900 New
SSWM
144
Sheets Smith Wealth Management
North Carolina
$403K +$420K +3,839 New
ACM
145
Antonetti Capital Management
Florida
$401K +$418K +3,816 New
ABC
146
Associated Banc-Corp
Wisconsin
$398K +$415K +3,792 New
Fidelity Investments
147
Fidelity Investments
Massachusetts
$397K +$413K +3,778 New
Jones Financial Companies
148
Jones Financial Companies
Missouri
$396K +$412K +3,767 New
SGCA
149
Steel Grove Capital Advisors
Tennessee
$389K +$405K +3,705 New
CWM
150
Cabot Wealth Management
Massachusetts
$387K +$403K +3,683 New
4 5
6
7 8

MUB Hedge Fund Activity: Q2 2013 in Review

219 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q2 2013, worth a combined $1.75B.

Buyers outnumbered sellers: 219 funds opened new MUB positions and 0 closed out — a net gain of 219 holders — while 0 added to existing stakes and 0 trimmed.

  • 219 institutional investors held iShares National Muni Bond ETF (MUB) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.75B of iShares National Muni Bond ETF stock for Q2 2013.
  • 219 funds opened new iShares National Muni Bond ETF positions in Q2 2013 and 0 closed out, a net change of +219 holders.

Based on aggregated 13F filings for Q2 2013.