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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
BCP
251
Blue Chip Partners
Michigan
$2.1M -$61K -545 -3%
WP
252
WealthShield Partners
North Carolina
$2.1M -$32.1K -287 -2%
NFG
253
Next Financial Group
Texas
$2.09M +$2.07M +18,480 New
PA
254
Pinnacle Associates
New York
$2.06M -$15K -134 -0.7%
CPO
255
Cerity Partners OCIO
New York
$2.06M +$88.8K +793 +5%
CA
256
Cumberland Advisors
Florida
$2.05M +$2.03M +18,106 New
MA
257
MCF Advisors
Kentucky
$2.04M -$375K -3,345 -16%
HJA
258
Hugh Johnson Advisors
New York
$2.04M
TCM
259
Twele Capital Management
Minnesota
$2.02M +$44.3K +396 +2%
CJA
260
C-J Advisory
California
$2.02M -$6.27K -56 -0.3%
Wealth Enhancement Advisory Services
261
Wealth Enhancement Advisory Services
Minnesota
$2.01M +$12.3K +110 +0.6%
AAM
262
Autus Asset Management
Arizona
$2.01M +$57.1K +510 +3%
AW
263
Alpha Windward
Massachusetts
$1.97M -$6.72K -60 -0.3%
SA
264
Sunesis Advisors
Kansas
$1.95M
KFA
265
Kays Financial Advisory
Georgia
$1.95M +$12.8K +114 +0.7%
PPP
266
Private Portfolio Partners
New Jersey
$1.95M +$260K +2,325 +16%
SP
267
SWS Partners
Ohio
$1.94M +$1.91M +17,078 New
AWM
268
Apollon Wealth Management
South Carolina
$1.94M +$211K +1,886 +12%
PA
269
Parallel Advisors
California
$1.91M +$202K +1,807 +12%
FPGK
270
Financial Partners Group (Kansas)
Kansas
$1.89M +$755K +6,742 +67%
ST
271
Spinnaker Trust
Maine
$1.87M
QAM
272
Q3 Asset Management
Michigan
$1.86M +$3.87M +34,572 New
OAM
273
Occidental Asset Management
California
$1.86M +$8.4K +75 +0.5%
AA
274
Alesco Advisors
New York
$1.86M +$36.4K +325 +2%
PAG
275
Pinnacle Advisory Group
Maryland
$1.84M -$320K -2,862 -15%

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.