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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
FTS
276
Fifth Third Securities
Ohio
$1.82M +$1.8M +16,080 New
ASN
277
Advisory Services Network
Georgia
$1.8M +$431K +3,849 +32%
RCAG
278
Rehmann Capital Advisory Group
Michigan
$1.8M +$178K +1,588 +11%
Citigroup
279
Citigroup
New York
$1.77M +$258K +2,302 +17%
RWP
280
RWA Wealth Partners
Massachusetts
$1.75M
CM
281
Columbus Macro
Pennsylvania
$1.75M -$4.03K -36 -0.2%
EWA
282
ERTS Wealth Advisors
Michigan
$1.74M +$272K +2,431 +19%
AWA
283
Arete Wealth Advisors
Illinois
$1.72M -$97.5K -871 -5%
LNC
284
Lincoln National Corp
Pennsylvania
$1.71M +$675K +6,030 +66%
PP
285
PDS Planning
Ohio
$1.7M +$159K +1,418 +10%
CPP
286
Crow Point Partners
Massachusetts
$1.7M +$406K +3,625 +32%
PAMG
287
Patton Albertson Miller Group
Tennessee
$1.66M +$434K +3,875 +37%
AIA
288
Ally Invest Advisors
North Carolina
$1.61M +$1.38M +12,306 +624%
DSC
289
Duncker Streett & Co
Missouri
$1.61M
LFS
290
Lutz Financial Services
Nebraska
$1.6M +$1.58M +14,121 New
CG
291
Colony Group
Massachusetts
$1.57M -$323K -2,886 -17%
NWM
292
Northwest Wealth Management
Iowa
$1.54M +$842K +7,519 +123%
PGFC
293
Peapack-Gladstone Financial Corp
New Jersey
$1.52M +$88.6K +791 +6%
HCM
294
Horiko Capital Management
New York
$1.51M -$481K -4,300 -24%
FHA
295
Flagship Harbor Advisors
Massachusetts
$1.49M +$873K +7,799 +144%
LWANC
296
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.48M +$20.7K +185 +1%
FA
297
FC Advisory
Pennsylvania
$1.47M -$1.79K -16 -0.1%
KTA
298
Keeley-Teton Advisors
Illinois
$1.47M +$1.46M +13,000 New
PFO
299
Pathstone Family Office
New Jersey
$1.47M +$448 +4 +0%
FC
300
FCA Corp
Texas
$1.46M -$8.96K -80 -0.6%

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.