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iShares National Muni Bond ETF
MUB

289 hedge funds and large institutions have $2.57B invested in iShares National Muni Bond ETF in 2014 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 73 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 10

60% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 73

38% more funds holding in top 10

Funds holding in top 10: 13 → 18 (+5)

20% more funds holding

Funds holding: 240 → 289 (+49)

17% more capital invested

Capital invested by funds: $2.2B → $2.57B (+$370M)

2.25% more ownership

Funds ownership: 55.19% → 57.43% (+2.2%)

92% less call options, than puts

Call options by funds: $1.38M | Put options by funds: $18.2M

Holders
289
Holders Change
+49
Holders Change %
+20.42%
% of All Funds
7.71%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.48%
New
62
Increased
117
Reduced
73
Closed
10
Calls
$1.38M
Puts
$18.2M
Net Calls
-$16.8M
Net Calls Change
+$40.7M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$35.8M
2
Creative Planning
Creative Planning
Kansas
+$29.7M
3
W
Wealthfront
California
+$29.6M
4
Bank of America
Bank of America
North Carolina
+$29.5M
5
PFG
Piershale Financial Group
Illinois
+$16M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$31.7M
2
Barclays
Barclays
United Kingdom
-$5.53M
3
APCM
Alaska Permanent Capital Management
Alaska
-$4.71M
4
SWP
Stratos Wealth Partners
Ohio
-$3.78M
5
DBT
Dubuque Bank & Trust
Iowa
-$3.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PC
126
Peavine Capital
Nevada
$1.42M -$3.51M -31,907 -71%
TIM
127
Tortoise Investment Management
New York
$1.38M -$271K -2,470 -16%
AL
128
Aspiriant LLC
California
$1.36M +$558K +5,075 +70%
TNBTD
129
Trustmark National Bank Trust Department
Mississippi
$1.35M -$38.5K -350 -3%
AIP
130
Ameritas Investment Partners
Nebraska
$1.33M +$1.33M +12,076 New
TCM
131
Twele Capital Management
Minnesota
$1.32M +$20.9K +190 +2%
HI
132
Horizon Investments
North Carolina
$1.31M +$75.9K +691 +6%
SIC
133
Sigma Investment Counselors
Michigan
$1.27M +$375K +3,410 +42%
ST
134
Smithfield Trust
Pennsylvania
$1.23M +$91.8K +835 +8%
CIM
135
Confluence Investment Management
Missouri
$1.23M +$147K +1,341 +14%
MFS
136
MSI Financial Services
Massachusetts
$1.22M +$470K +4,275 +63%
DBT
137
Dubuque Bank & Trust
Iowa
$1.21M -$3.6M -32,726 -75%
PAG
138
Private Advisor Group
New Jersey
$1.21M +$99.8K +908 +9%
AFS
139
Aft Forsyth & Sober
Florida
$1.19M – – –
RIA
140
Regal Investment Advisors
Michigan
$1.17M +$710K +6,464 +157%
Kayne Anderson Rudnick Investment Management
141
Kayne Anderson Rudnick Investment Management
California
$1.16M +$278K +2,531 +32%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$1.15M +$1.14M +10,391 New
CAN
143
Cetera Advisor Networks
California
$1.13M +$709K +6,450 +171%
HT
144
HighTower Trust
Texas
$1.13M -$56.9K -518 -5%
AW
145
Alpha Windward
Massachusetts
$1.12M -$42.3K -385 -4%
William Blair & Company
146
William Blair & Company
Illinois
$1.05M -$22K -200 -2%
SCG
147
Sonata Capital Group
Washington
$1.04M +$1.04M +9,450 New
UR
148
USCA RIA
Texas
$1.03M +$110K +1,001 +12%
MA
149
MUFG Americas
New York
$1.03M -$20K -182 -2%
NA
150
Nottingham Advisors
New York
$949K +$944K +8,585 New
4 5
6
7 8

MUB Hedge Fund Activity: Q4 2014 in Review

289 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q4 2014, worth a combined $2.57B — up 17% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MUB positions and 10 closed out — a net gain of 52 holders — while 117 added to existing stakes and 73 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $35.8M. The largest seller was Susquehanna International Group, cutting an estimated $31.7M.

  • 289 institutional investors held iShares National Muni Bond ETF (MUB) as of Q4 2014, up from 240 in Q3 2014.
  • Funds reported $2.57B of iShares National Muni Bond ETF stock for Q4 2014, up 17% quarter-over-quarter.
  • 62 funds opened new iShares National Muni Bond ETF positions in Q4 2014 and 10 closed out, a net change of +52 holders.
  • The largest iShares National Muni Bond ETF buyer in Q4 2014 was PNC Financial Services Group, an estimated $35.8M added.
  • The largest iShares National Muni Bond ETF seller in Q4 2014 was Susquehanna International Group, an estimated $31.7M sold.

Based on aggregated 13F filings for Q4 2014.