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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
HF
201
Hoxton Financial
West Virginia
$40K +$41.3K +377 New
WCM
202
Windsor Capital Management
Arizona
$37K +$38.2K +349 New
AWMS
203
Advocacy Wealth Management Services
Georgia
$37K +$38.3K +350 New
RFS
204
Rockefeller Financial Services
New York
$36K +$37.3K +341 New
FHC
205
First Heartland Consultants
Missouri
$33K +$33.9K +310 New
AC
206
Alexandria Capital
Virginia
$32K +$32.8K +300 New
WRM
207
Westport Resources Management
Connecticut
$32K +$32.8K +300 New
CW
208
Cobiz Wealth
Colorado
$32K +$33.2K +303 New
ECM
209
Exchange Capital Management
Michigan
$30K +$31.7K +290 New
HDIM
210
Hanson & Doremus Investment Management
Vermont
$29K +$30.2K +276 New
FM
211
Forward Management
California
$28K +$29K +265 New
Northern Trust
212
Northern Trust
Illinois
$28K +$2.97M +27,178 New
ECAM
213
East Coast Asset Management
Massachusetts
$22K +$22.8K +208 New
BFEC
214
Benjamin F. Edwards & Company
Missouri
$17K +$17.6K +161 New
M
215
MOTCO
Texas
$15K +$15.3K +140 New
CFA
216
Camarda Financial Advisors
Florida
$13K +$14K +128 New
PFO
217
Pathstone Family Office
New Jersey
$12K +$12.3K +112 New
SFSIG
218
San Francisco Sentry Investment Group
California
$11K +$10.9K +100 New
DAM
219
Delta Asset Management
Tennessee
$11K +$11.1K +101 New
Thrivent Financial for Lutherans
220
Thrivent Financial for Lutherans
Minnesota
$7.65K +$7.97M +72,851 New
IFA
221
Interactive Financial Advisors
Illinois
$4K +$4.05K +37 New
FNBOO
222
First National Bank of Omaha
Nebraska
$3.5K +$3.65M +33,355 New
BPBT
223
Boston Private Bank & Trust
Massachusetts
$3K +$3.61K +33 New
CFA
224
Carroll Financial Associates
North Carolina
– +$111K +1,015 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.