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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
AFS
251
Aft Forsyth & Sober
Florida
$2.86M +$2.86M +25,100 New
FWP
252
FAS Wealth Partners
Kansas
$2.82M +$675K +5,930 +32%
CWS
253
Cypress Wealth Services
California
$2.8M +$73.6K +646 +3%
CIM
254
Confluence Investment Management
Missouri
$2.76M +$680K +5,971 +32%
FBFS
255
First Business Financial Services
Wisconsin
$2.75M +$49.4K +434 +2%
FNBOSM
256
First National Bank of South Miami
Florida
$2.73M -$118K -1,040 -4%
FPS
257
Fieldpoint Private Securities
Connecticut
$2.73M
WLIM
258
White Lighthouse Investment Management
Massachusetts
$2.73M +$226K +1,980 +9%
BPWA
259
Beacon Pointe Wealth Advisors
California
$2.69M -$181K -1,589 -6%
AWMG
260
Alliance Wealth Management Group
New Jersey
$2.68M +$271K +2,376 +11%
APP
261
Avantax Planning Partners
Iowa
$2.67M -$34.4K -302 -1%
EA
262
Efficient Advisors
Ohio
$2.66M +$6.95K +61 +0.3%
TA
263
Tiedemann Advisors
New York
$2.65M -$18.5K -162 -0.7%
MA
264
Mutual Advisors
Nebraska
$2.62M -$20.4K -179 -0.8%
CPO
265
Cerity Partners OCIO
New York
$2.61M +$405K +3,557 +19%
HCM
266
Hollencrest Capital Management
California
$2.6M
GRP
267
Global Retirement Partners
California
$2.55M -$29.8K -262 -1%
WA
268
Waverly Advisors
Alabama
$2.54M -$77.7K -682 -3%
FA
269
Fortis Advisors
Pennsylvania
$2.53M +$1.52M +13,303 +149%
MIA
270
MainStreet Investment Advisors
Illinois
$2.51M +$2.51M +22,029 New
NC
271
NewSquare Capital
Pennsylvania
$2.48M +$132K +1,160 +6%
DIA
272
Dean Investment Associates
Ohio
$2.48M -$488K -4,284 -16%
MGI
273
MayTech Global Investments
New York
$2.47M +$991K +8,700 +67%
LWANC
274
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.47M +$271K +2,382 +12%
FAIM
275
Financial Advocates Investment Management
Washington
$2.46M -$67.2K -590 -3%

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.