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iShares National Muni Bond ETF
MUB

219 hedge funds and large institutions have $1.75B invested in iShares National Muni Bond ETF in 2013 Q2 according to their latest regulatory filings, with 219 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50.36% more ownership

Funds ownership: 0% → 50.36% (+50%)

53% less call options, than puts

Call options by funds: $84K | Put options by funds: $179K

Holders
219
Holders Change
+219
Holders Change %
–
% of All Funds
7.15%
Holding in Top 10
14
Holding in Top 10 Change
+14
Holding in Top 10 Change %
% of All Funds
0.46%
New
219
Increased
–
Reduced
–
Closed
–
Calls
$84K
Puts
$179K
Net Calls
-$95K
Net Calls Change
-$95K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
176
Alesco Advisors
New York
$231K +$240K +2,195 New
WCM
177
Windward Capital Management
California
$231K +$241K +2,200 New
SCM
178
Sterling Capital Management
North Carolina
$227K +$236K +2,157 New
NES
179
New England Securities
New York
$227K +$236K +2,160 New
PAS
180
Partnervest Advisory Services
California
$225K +$234K +2,140 New
CB
181
Chemical Bank
Michigan
$220K +$229K +2,091 New
AIG
182
American International Group
New York
$216K +$225K +2,059 New
OC
183
Oarsman Capital
Wisconsin
$209K +$217K +1,985 New
1GA
184
1st Global Advisors
Texas
$206K +$215K +1,962 New
LWI
185
Long Wharf Investors
Massachusetts
$202K +$210K +1,920 New
AIA
186
Alerus Investment Advisors
Minnesota
$200K +$210K +1,921 New
WCM
187
Wealthcare Capital Management
Virginia
$198K +$206K +1,885 New
Deutsche Bank
188
Deutsche Bank
Germany
$179K +$187K +1,709 New
MCM
189
Manchester Capital Management
Vermont
$176K +$184K +1,680 New
SFS
190
Signator Financial Services
Massachusetts
$155K +$162K +1,479 New
JFA
191
JNBA Financial Advisors
Minnesota
$141K +$147K +1,343 New
PSUF
192
People's United Financial
Connecticut
$79K +$82.1K +750 New
WA
193
WFG Advisors
Texas
$78K +$81.1K +741 New
T
194
Thomaspartners
Massachusetts
$72K +$75.3K +688 New
CCM
195
Chilton Capital Management
Texas
$71K +$73.9K +675 New
JIC
196
Joel Isaacson & Co
New York
$63K +$65.7K +600 New
FNBT
197
FineMark National Bank & Trust
Florida
$54K +$56.6K +517 New
BTS
198
BB&T Securities
Virginia
$51.4K +$5.35M +48,929 New
Bessemer Group
199
Bessemer Group
New Jersey
$50K +$52.2K +477 New
MA
200
MUFG Americas
New York
$48K +$49.8K +455 New
5 6 7
8
9

MUB Hedge Fund Activity: Q2 2013 in Review

219 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q2 2013, worth a combined $1.75B.

Buyers outnumbered sellers: 219 funds opened new MUB positions and 0 closed out — a net gain of 219 holders — while 0 added to existing stakes and 0 trimmed.

  • 219 institutional investors held iShares National Muni Bond ETF (MUB) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.75B of iShares National Muni Bond ETF stock for Q2 2013.
  • 219 funds opened new iShares National Muni Bond ETF positions in Q2 2013 and 0 closed out, a net change of +219 holders.

Based on aggregated 13F filings for Q2 2013.