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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 %
William Blair & Company
126
William Blair & Company
Illinois
$1.01M 9,700 -9,200 -49%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$1M 9,662 -5,694 -37%
1GA
128
1st Global Advisors
Texas
$1M 9,638 +7,575 +367%
FHA
129
First Horizon Advisors
Tennessee
$997K 9,613 +9,613 New
WTC
130
WhitTier Trust Company
Nevada
$964K 9,294 +1,275 +16%
FBFS
131
First Business Financial Services
Wisconsin
$954K 9,192 -38,925 -81%
LTFS
132
Ladenburg Thalmann Financial Services
Florida
$947K 9,124 +699 +8%
MA
133
MUFG Americas
New York
$917K 8,842 -455 -5%
HI
134
Horizon Investments
North Carolina
$912K 8,788 +4,301 +96%
NIA
135
Northstar Investment Advisors
Colorado
$879K 8,475 +890 +12%
VCM
136
Vigilant Capital Management
Maine
$872K 8,402 +2,650 +46%
TFA
137
Transamerica Financial Advisors
Florida
$863K 8,313 +4,867 +141%
AW
138
Alpha Windward
Massachusetts
$850K 8,197 +585 +8%
Comerica Bank
139
Comerica Bank
Texas
$827K 7,978 -16,968 -68%
EFSCE
140
Enterprise Financial Services Corp (EFSC)
Missouri
$766K 7,388 -3,296 -31%
NCM
141
Newgate Capital Management
Connecticut
$730K 7,034 +4,441 +171%
CAS
142
CTC Alternative Strategies
Illinois
$715K 6,894 – –
AT
143
Arden Trust
Delaware
$711K 6,854 +531 +8%
Kayne Anderson Rudnick Investment Management
144
Kayne Anderson Rudnick Investment Management
California
$693K 6,681 -1,345 -17%
LA
145
Leonetti & Associates
Illinois
$685K 6,600 +2,200 +50%
CIM
146
Confluence Investment Management
Missouri
$680K 6,554 +1,497 +30%
CAL
147
Capital Advisors Ltd
Ohio
$672K 6,477 +6,477 New
ClearBridge Investments
148
ClearBridge Investments
New York
$647K 6,233 -27 -0.4%
AAS
149
Annex Advisory Services
Wisconsin
$596K 5,746 -2,023 -26%
FFS
150
Founders Financial Securities
Maryland
$580K 5,595 +5,595 New
4 5
6
7 8