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iShares National Muni Bond ETF
MUB

Overview Fund Activity

218 hedge funds and large institutions have $1.69B invested in iShares National Muni Bond ETF in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 61 increasing their positions, 88 reducing their positions, and 32 closing their positions.

Holders
218
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
7.07%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.36%
New
33
Increased
61
Reduced
88
Closed
32
Calls
–
Puts
$5.45M
Net Calls
-$5.45M
Net Calls Change
-$5.35M

Top Buyers

1
EAM
1
Eagle Asset Management
Florida
$31.3M
2
Wells Fargo
2
Wells Fargo
California
$200M
3
Creative Planning
3
Creative Planning
Kansas
$18.2M
4
Jane Street
4
Jane Street
New York
$15.5M
5
V
5
Veritable
Delaware
$25.2M

Top Sellers

1
Citigroup
1
Citigroup
New York
$6.8M
2
LPL Financial
2
LPL Financial
California
$34.3M
3
Bank of America
3
Bank of America
North Carolina
$177M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$300M
5
BTS
5
BB&T Securities
Virginia
$36.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CDIA
126
Capital Directions Investment Advisors
Georgia
$649K 6,211 -826 -12%
FNT
127
First National Trust
Pennsylvania
$648K 6,200 – –
RJT
128
Raymond James Trust
Florida
$632K 6,052 -9,955 -62%
ST
129
Sabal Trust
Florida
$627K 6,000 – –
GC
130
Guggenheim Capital
Illinois
$627K 5,999 +5,999 New
AWM
131
Altavista Wealth Management
North Carolina
$625K 5,985 +5,985 New
MFS
132
MSI Financial Services
Massachusetts
$618K 5,919 -4,445 -43%
VCM
133
Vigilant Capital Management
Maine
$601K 5,752 -1,675 -23%
BAM
134
Berkshire Asset Management
Pennsylvania
$582K 5,570 -830 -13%
NSCM
135
New South Capital Management
Tennessee
$575K 5,500 – –
FIM
136
Freedom Investment Management
Connecticut
$544K 5,205 -9,898 -66%
CAN
137
Cetera Advisor Networks
California
$530K 5,080 -738 -13%
CIM
138
Confluence Investment Management
Missouri
$528K 5,057 +861 +21%
DIA
139
Denver Investment Advisors
Colorado
$510K 4,885 – –
WF
140
Welch & Forbes
Massachusetts
$503K 4,815 +4,815 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$501K 4,795 +1,017 +27%
NC
142
NewSquare Capital
Pennsylvania
$497K 4,757 -645 -12%
MAA
143
Managed Account Advisors
New Jersey
$476K 4,557 +999 +28%
PIM
144
Parasol Investment Management
Illinois
$470K 4,500 +4,500 New
HI
145
Horizon Investments
North Carolina
$469K 4,487 +1,294 +41%
MCTIC
146
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
– – -4,450 Closed
LA
147
Leonetti & Associates
Illinois
$460K 4,400 +4,400 New
RBC
148
Ronald Blue & Co
Georgia
$454K 4,349 +4,349 New
WCM
149
Wealthcare Capital Management
Virginia
$445K 4,254 +2,369 +126%
LFG
150
LifePlan Financial Group
Ohio
$444K 4,245 -952 -18%
4 5
6
7 8