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iShares National Muni Bond ETF

800 hedge funds and large institutions have $11.2B invested in iShares National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 366 increasing their positions, 154 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 30

138% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 154

27% more funds holding in top 10

Funds holding in top 10: 5165 (+14)

19% more funds holding

Funds holding: 671800 (+129)

8% more capital invested

Capital invested by funds: $10.3B → $11.2B (+$850M)

0.54% more ownership

Funds ownership: 71.83%72.37% (+0.54%)

27% less call options, than puts

Call options by funds: $2.02M | Put options by funds: $2.75M

Holders
800
Holders Change
+129
Holders Change %
+19.23%
% of All Funds
15.76%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.28%
New
168
Increased
366
Reduced
154
Closed
30
Calls
$2.02M
Puts
$2.75M
Net Calls
-$730K
Net Calls Change
+$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
FPGK
226
Financial Partners Group (Kansas)
Kansas
$3.35M +$317K +2,784 +11%
SCG
227
Sonata Capital Group
Washington
$3.32M +$464K +4,070 +16%
SF
228
Summit Financial
New Jersey
$3.31M -$2.87M -25,229 -46%
VC
229
Vicus Capital
Pennsylvania
$3.28M +$630K +5,530 +24%
AIA
230
Alera Investment Advisors
Illinois
$3.24M +$151K +1,329 +5%
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$3.24M +$858K +7,528 +36%
FNBOMD
232
First National Bank of Mount Dora
Florida
$3.23M +$3.23M +28,318 New
CA
233
Cetera Advisors
Colorado
$3.22M -$68.6K -602 -2%
BFA
234
Bragg Financial Advisors
North Carolina
$3.21M -$245K -2,153 -7%
CIA
235
Capital Investment Advisors
Georgia
$3.2M +$23.6K +207 +0.7%
PA
236
Parallel Advisors
California
$3.14M +$217K +1,902 +7%
EWA
237
ERTS Wealth Advisors
Michigan
$3.1M +$603K +5,292 +24%
CAMG
238
CWA Asset Management Group
Florida
$3.1M -$553K -4,853 -15%
DC
239
Davenport & Co
Virginia
$3.05M +$363K +3,187 +14%
SFG
240
StrategIQ Financial Group
Indiana
$3M +$327K +2,869 +12%
ML
241
McAdam LLC
Pennsylvania
$2.97M +$499K +4,377 +20%
IWA
242
Independence Wealth Advisors
Virginia
$2.95M +$226K +1,980 +8%
SFG
243
Sowa Financial Group
Rhode Island
$2.93M +$2.93M +25,696 New
SWP
244
Stratos Wealth Partners
Ohio
$2.92M +$464K +4,076 +19%
TCM
245
Traynor Capital Management
Pennsylvania
$2.9M -$279K -2,452 -9%
NFG
246
Next Financial Group
Texas
$2.9M +$791K +6,948 +38%
1CP
247
1607 Capital Partners
Virginia
$2.88M +$2.88M +25,300 New
AWA
248
Arete Wealth Advisors
Illinois
$2.88M +$1.13M +9,959 +65%
PWM
249
Paulson Wealth Management
Illinois
$2.87M +$2.52M +22,157 +778%
SC
250
Savant Capital
Illinois
$2.86M -$6.38K -56 -0.2%

MUB Hedge Fund Activity: Q4 2019 in Review

800 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q4 2019, worth a combined $11.2B — up 8.2% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new MUB positions and 30 closed out — a net gain of 138 holders — while 366 added to existing stakes and 154 trimmed.

The largest buyer was Bank of America, adding an estimated $110M. The largest seller was UBS Group, cutting an estimated $71.9M.

  • 800 institutional investors held iShares National Muni Bond ETF (MUB) as of Q4 2019, up from 671 in Q3 2019.
  • Funds reported $11.2B of iShares National Muni Bond ETF stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 168 funds opened new iShares National Muni Bond ETF positions in Q4 2019 and 30 closed out, a net change of +138 holders.
  • The largest iShares National Muni Bond ETF buyer in Q4 2019 was Bank of America, an estimated $110M added.
  • The largest iShares National Muni Bond ETF seller in Q4 2019 was UBS Group, an estimated $71.9M sold.

Based on aggregated 13F filings for Q4 2019.