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iShares National Muni Bond ETF
MUB

289 hedge funds and large institutions have $2.57B invested in iShares National Muni Bond ETF in 2014 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 73 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 10

60% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 73

38% more funds holding in top 10

Funds holding in top 10: 13 → 18 (+5)

20% more funds holding

Funds holding: 240 → 289 (+49)

17% more capital invested

Capital invested by funds: $2.2B → $2.57B (+$370M)

2.25% more ownership

Funds ownership: 55.19% → 57.43% (+2.2%)

92% less call options, than puts

Call options by funds: $1.38M | Put options by funds: $18.2M

Holders
289
Holders Change
+49
Holders Change %
+20.42%
% of All Funds
7.71%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.48%
New
62
Increased
117
Reduced
73
Closed
10
Calls
$1.38M
Puts
$18.2M
Net Calls
-$16.8M
Net Calls Change
+$40.7M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$35.8M
2
Creative Planning
Creative Planning
Kansas
+$29.7M
3
W
Wealthfront
California
+$29.6M
4
Bank of America
Bank of America
North Carolina
+$29.5M
5
PFG
Piershale Financial Group
Illinois
+$16M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$31.7M
2
Barclays
Barclays
United Kingdom
-$5.53M
3
APCM
Alaska Permanent Capital Management
Alaska
-$4.71M
4
SWP
Stratos Wealth Partners
Ohio
-$3.78M
5
DBT
Dubuque Bank & Trust
Iowa
-$3.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
201
Perigon Wealth Management
California
$470K +$26.8K +244 +6%
NC
202
NewSquare Capital
Pennsylvania
$462K -$256K -2,326 -36%
AB
203
AT Bancorp
Iowa
$447K +$93.4K +850 +27%
MCTIC
204
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$444K – – –
BSWMG
205
Barrington Strategic Wealth Management Group
Illinois
$441K +$440K +4,000 New
KL
206
KWMG LLC
Kansas
$432K +$429K +3,902 New
JCM
207
Jag Capital Management
Missouri
$429K +$427K +3,885 New
AIA
208
Alerus Investment Advisors
Minnesota
$427K – – –
KA
209
Klingman & Associates
New York
$396K +$395K +3,597 New
BSW
210
Buckingham Strategic Wealth
Missouri
$390K +$67.7K +616 +21%
MBT
211
Monroe Bank & Trust
Michigan
$389K +$165K +1,500 +74%
APCM
212
Alaska Permanent Capital Management
Alaska
$388K -$4.71M -42,844 -92%
IH
213
IFC Holdings
Florida
$385K – – –
DC
214
Davenport & Co
Virginia
$371K +$110K +1,000 +42%
UBWV
215
United Bank (West Virginia)
West Virginia
$371K -$69.1K -629 -16%
BA
216
Boston Advisors
Massachusetts
$364K +$55K +500 +18%
BAM
217
Berkshire Asset Management
Pennsylvania
$359K -$55K -500 -13%
TFCP
218
Twin Focus Capital Partners
Massachusetts
$351K – – –
BHWM
219
Bar Harbor Wealth Management
New Hampshire
$349K -$14.8K -135 -4%
WP
220
WMS Partners
Maryland
$347K – – –
1GA
221
1st Global Advisors
Texas
$337K +$87.9K +800 +35%
CWM
222
Concert Wealth Management
California
$335K +$334K +3,036 New
CPO
223
Cerity Partners OCIO
New York
$330K +$1.21K +11 +0.4%
FA
224
FCG Advisors
New Jersey
$328K +$327K +2,973 New
PWMAG
225
Pinnacle Wealth Management Advisory Group
New Jersey
$323K +$321K +2,925 New
7 8
9
10 11

MUB Hedge Fund Activity: Q4 2014 in Review

289 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q4 2014, worth a combined $2.57B — up 17% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MUB positions and 10 closed out — a net gain of 52 holders — while 117 added to existing stakes and 73 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $35.8M. The largest seller was Susquehanna International Group, cutting an estimated $31.7M.

  • 289 institutional investors held iShares National Muni Bond ETF (MUB) as of Q4 2014, up from 240 in Q3 2014.
  • Funds reported $2.57B of iShares National Muni Bond ETF stock for Q4 2014, up 17% quarter-over-quarter.
  • 62 funds opened new iShares National Muni Bond ETF positions in Q4 2014 and 10 closed out, a net change of +52 holders.
  • The largest iShares National Muni Bond ETF buyer in Q4 2014 was PNC Financial Services Group, an estimated $35.8M added.
  • The largest iShares National Muni Bond ETF seller in Q4 2014 was Susquehanna International Group, an estimated $31.7M sold.

Based on aggregated 13F filings for Q4 2014.