MUB icon

iShares National Muni Bond ETF
MUB

Overview Fund Activity

240 hedge funds and large institutions have $2.2B invested in iShares National Muni Bond ETF in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 107 increasing their positions, 66 reducing their positions, and 18 closing their positions.

Holders
240
Holders Change
+10
Holders Change %
+4.35%
% of All Funds
6.97%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.38%
New
28
Increased
107
Reduced
66
Closed
18
Calls
$2.63M
Puts
$60.2M
Net Calls
-$57.6M
Net Calls Change
-$10.1M

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$358M
2
W
2
Wealthfront
California
$173M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$32.5M
4
Creative Planning
4
Creative Planning
Kansas
$81.6M
5
U
5
UBS
Switzerland
$106M

Top Sellers

1
BIM
1
BlackRock Investment Management
Delaware
$6.3M
2
BTS
2
BB&T Securities
Virginia
$162M
3
Citigroup
3
Citigroup
New York
$10.5M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$0
5
MLICM
5
Metropolitan Life Insurance Company (MetLife)
New York
$48.4M
Name Market Value Shares Shares
Change 		Shares
Change %
YP
176
Yellowstone Partners
Idaho
$423K 3,860 +375 +11%
CAN
177
Cetera Advisor Networks
California
$415K 3,781 -338 -8%
BAM
178
Berkshire Asset Management
Pennsylvania
$411K 3,750 – –
VC
179
Vicus Capital
Pennsylvania
$410K 3,734 -1,534 -29%
NSCM
180
New South Capital Management
Tennessee
$409K 3,730 – –
ACM
181
Ashford Capital Management
Delaware
$393K 3,585 -395 -10%
MCTIC
182
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
– – – –
IH
183
IFC Holdings
Florida
$384K 3,500 – –
SCA
184
STALEY CAPITAL ADVISERS
Pennsylvania
$384K 3,500 – –
AAM
185
Autus Asset Management
Arizona
$379K 3,455 -300 -8%
VFS
186
VSR Financial Services
Kansas
$361K 3,289 -601 -15%
BHWM
187
Bar Harbor Wealth Management
New Hampshire
$361K 3,297 +15 +0.5%
AB
188
AT Bancorp
Iowa
$351K 3,205 +300 +10%
TFCP
189
Twin Focus Capital Partners
Massachusetts
$349K 3,183 +3,183 New
WP
190
WMS Partners
Maryland
$345K 3,144 – –
ACP
191
Aviance Capital Partners
Florida
$327K 2,985 +178 +6%
CPO
192
Cerity Partners OCIO
New York
$327K 2,982 +898 +43%
BSW
193
Buckingham Strategic Wealth
Missouri
$320K 2,917 +588 +25%
BA
194
Boston Advisors
Massachusetts
$307K 2,800 – –
BCM
195
BTC Capital Management
Iowa
$307K 2,793 +2,793 New
SGCA
196
Steel Grove Capital Advisors
Tennessee
$294K 2,683 -777 -22%
BFA
197
Bragg Financial Advisors
North Carolina
$285K 2,595 +125 +5%
SCM
198
Sterneck Capital Management
Missouri
$274K 2,500 -1,500 -38%
PIM
199
Parasol Investment Management
Illinois
$274K 2,500 – –
SFPM
200
Sensible Financial Planning & Management
Massachusetts
$271K 2,471 +2,471 New
6 7
8
9 10