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iShares National Muni Bond ETF

648 hedge funds and large institutions have $9.49B invested in iShares National Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 279 increasing their positions, 185 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 37

51% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 185

5% more funds holding

Funds holding: 616648 (+32)

4% more funds holding in top 10

Funds holding in top 10: 5052 (+2)

5% more capital invested

Capital invested by funds: $9.05B → $9.49B (+$445M)

0.7% less ownership

Funds ownership: 73.39%72.69% (-0.7%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.35M

Holders
648
Holders Change
+32
Holders Change %
+5.19%
% of All Funds
14.07%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.13%
New
74
Increased
279
Reduced
185
Closed
37
Calls
Puts
$1.35M
Net Calls
-$1.35M
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
226
Global Retirement Partners
California
$2.48M +$94.7K +846 +4%
Citadel Advisors
227
Citadel Advisors
Florida
$2.46M -$345K -3,078 -12%
RFO
228
RiverGlades Family Offices
Florida
$2.45M +$2.43M +21,695 New
EWA
229
EP Wealth Advisors
California
$2.45M -$241K -2,153 -9%
CWM
230
Cornerstone Wealth Management
Missouri
$2.45M +$151K +1,349 +7%
FAIM
231
Financial Advocates Investment Management
Washington
$2.44M +$188K +1,682 +8%
Millennium Management
232
Millennium Management
New York
$2.38M -$741K -6,615 -24%
NC
233
NewSquare Capital
Pennsylvania
$2.35M +$150K +1,340 +7%
WLIM
234
White Lighthouse Investment Management
Massachusetts
$2.34M -$125K -1,120 -5%
CS
235
Comerica Securities
Michigan
$2.33M +$526K +4,695 +30%
VA
236
Valmark Advisers
Ohio
$2.3M +$613K +5,472 +37%
AI
237
Atria Investments
North Carolina
$2.29M -$327K -2,921 -13%
MWC
238
MBM Wealth Consultants
Missouri
$2.29M -$18.7K -167 -0.8%
PCM
239
Price Capital Management
Louisiana
$2.25M +$2.24M +20,000 New
Manulife (Manufacturers Life Insurance)
240
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.21M +$895K +7,990 +69%
GP
241
Girard Partners
Pennsylvania
$2.18M -$4.37K -39 -0.2%
Bessemer Group
242
Bessemer Group
New Jersey
$2.17M +$765K +6,835 +55%
DP
243
Denver PWM
Colorado
$2.15M +$65.9K +589 +3%
JFGIW
244
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.15M -$593K -5,294 -22%
RPGK
245
Retirement Planning Group (Kansas)
Kansas
$2.15M +$207K +1,847 +11%
EA
246
Evergreen Advisors
Tennessee
$2.14M +$209K +1,867 +11%
MA
247
Mutual Advisors
Nebraska
$2.12M +$734K +6,553 +54%
FWP
248
FAS Wealth Partners
Kansas
$2.12M -$102K -915 -5%
CIM
249
Cambria Investment Management
California
$2.11M -$171K -1,524 -8%
HSA
250
HBK Sorce Advisory
Pennsylvania
$2.11M -$15.3K -137 -0.7%

MUB Hedge Fund Activity: Q2 2019 in Review

648 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q2 2019, worth a combined $9.49B — up 4.9% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new MUB positions and 37 closed out — a net gain of 37 holders — while 279 added to existing stakes and 185 trimmed.

The largest buyer was Wells Fargo, adding an estimated $223M. The largest seller was BlackRock, cutting an estimated $341M.

  • 648 institutional investors held iShares National Muni Bond ETF (MUB) as of Q2 2019, up from 616 in Q1 2019.
  • Funds reported $9.49B of iShares National Muni Bond ETF stock for Q2 2019, up 4.9% quarter-over-quarter.
  • 74 funds opened new iShares National Muni Bond ETF positions in Q2 2019 and 37 closed out, a net change of +37 holders.
  • The largest iShares National Muni Bond ETF buyer in Q2 2019 was Wells Fargo, an estimated $223M added.
  • The largest iShares National Muni Bond ETF seller in Q2 2019 was BlackRock, an estimated $341M sold.

Based on aggregated 13F filings for Q2 2019.