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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 %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$573K 5,520 +725 +15%
FIM
152
Freedom Investment Management
Connecticut
$568K 5,472 +267 +5%
WCM
153
Wealthcare Capital Management
Virginia
$555K 5,346 +1,092 +26%
LWA
154
Lenox Wealth Advisors
New York
$554K 5,338 +2,026 +61%
UBWV
155
United Bank (West Virginia)
West Virginia
$548K 5,285 +5,285 New
CS
156
Credit Suisse
Switzerland
$544K 5,241 -1,704 -25%
CDIA
157
Capital Directions Investment Advisors
Georgia
$543K 5,231 -980 -16%
MFS
158
MSI Financial Services
Massachusetts
$504K 4,862 -1,057 -18%
CA
159
Cetera Advisors
Colorado
$498K 4,778 -13,336 -74%
GT
160
Glenview Trust
Kentucky
$498K 4,798 +4,798 New
LFG
161
LifePlan Financial Group
Ohio
$478K 4,612 +367 +9%
WA
162
Winfield Associates
Ohio
$478K 4,610 +4,610 New
PAMG
163
Patton Albertson Miller Group
Tennessee
$476K 4,590 -2,800 -38%
RCM
164
Rotella Capital Management
Washington
$456K 4,400 +4,400 New
PMG
165
ProVise Management Group
Florida
$437K 4,208 +4,208 New
WCF
166
West Coast Financial
California
$437K 4,211 +4,211 New
CONA
167
Capital One National Association
New York
$436K 4,203 +2,125 +102%
NC
168
NewSquare Capital
Pennsylvania
$435K 4,197 -560 -12%
UBV
169
United Bank (Virginia)
Virginia
$423K 4,081 +4,081 New
SIC
170
Sigma Investment Counselors
Michigan
$421K 4,060 +500 +14%
SCM
171
Sterneck Capital Management
Missouri
$415K 4,000 – –
MCTIC
172
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
– – – –
ABC
173
Associated Banc-Corp
Wisconsin
$393K 3,792 – –
BAM
174
Berkshire Asset Management
Pennsylvania
$389K 3,750 -1,820 -33%
NSCM
175
New South Capital Management
Tennessee
$387K 3,730 -1,770 -32%
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