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iShares National Muni Bond ETF
MUB

Overview Fund Activity

230 hedge funds and large institutions have $1.99B invested in iShares National Muni Bond ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 97 increasing their positions, 68 reducing their positions, and 16 closing their positions.

Holders
230
Holders Change
-3
Holders Change %
-1.29%
% of All Funds
6.61%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
13
Increased
97
Reduced
68
Closed
16
Calls
$1.98M
Puts
$49.5M
Net Calls
-$47.5M
Net Calls Change
-$26.6M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$179M
2
W
2
Wealthfront
California
$129M
3
PAG
3
Pinnacle Advisory Group
Maryland
$23.5M
4
BIM
4
BlackRock Investment Management
Delaware
$26.2M
5
Bank of America
5
Bank of America
North Carolina
$180M

Top Sellers

1
EB
1
Eastern Bank
Massachusetts
$2.28M
2
MLICM
2
Metropolitan Life Insurance Company (MetLife)
New York
$53.6M
3
ACM
3
Ashford Capital Management
Delaware
$432K
4
BA
4
BlackRock Advisors
Delaware
$0
5
US Bancorp
5
US Bancorp
Minnesota
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
VC
151
Vicus Capital
Pennsylvania
$572K 5,268 -8,910 -63%
CDIA
152
Capital Directions Investment Advisors
Georgia
$570K 5,249 +18 +0.3%
NC
153
NewSquare Capital
Pennsylvania
$566K 5,205 +1,313 +34%
Lazard Asset Management
154
Lazard Asset Management
New York
– – – –
WA
155
Winfield Associates
Ohio
$522K 4,805 +195 +4%
ABC
156
Associated Banc-Corp
Wisconsin
$521K 4,792 – –
HT
157
HighTower Trust
Texas
$511K 4,704 +581 +14%
FIM
158
Freedom Investment Management
Connecticut
$460K 4,237 -479 -10%
CONA
159
Capital One National Association
New York
$454K 4,183 – –
Comerica Bank
160
Comerica Bank
Texas
$451K 4,153 +4,153 New
CAN
161
Cetera Advisor Networks
California
$447K 4,119 -281 -6%
VAM
162
Visionary Asset Management
Texas
$445K 4,097 -2,181 -35%
NCM
163
Newgate Capital Management
Connecticut
$442K 4,064 -696 -15%
SCM
164
Sterneck Capital Management
Missouri
$435K 4,000 – –
ACM
165
Ashford Capital Management
Delaware
$432K 3,980 -54,025 -93%
GHF
166
Good Harbor Financial
Illinois
$430K 3,960 +3,960 New
VFS
167
VSR Financial Services
Kansas
$423K 3,890 -6,975 -64%
JCM
168
Jag Capital Management
Missouri
$422K 3,885 +3,885 New
AAM
169
Autus Asset Management
Arizona
$408K 3,755 – –
BAM
170
Berkshire Asset Management
Pennsylvania
$407K 3,750 – –
NSCM
171
New South Capital Management
Tennessee
$405K 3,730 – –
UBWV
172
United Bank (West Virginia)
West Virginia
$397K 3,654 – –
MBT
173
Monroe Bank & Trust
Michigan
$383K 3,525 – –
MCTIC
174
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
– – – –
IH
175
IFC Holdings
Florida
$381K 3,500 – –
5 6
7
8 9