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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
MWC
276
MBM Wealth Consultants
Missouri
$2.45M +$74.2K +651 +3%
WP
277
WealthShield Partners
North Carolina
$2.45M +$161K +1,412 +7%
CWM
278
Cornerstone Wealth Management
Missouri
$2.39M +$10.6K +93 +0.4%
RPGK
279
Retirement Planning Group (Kansas)
Kansas
$2.39M +$111K +974 +5%
RFO
280
RiverGlades Family Offices
Florida
$2.37M -$57K -500 -2%
PPP
281
Private Portfolio Partners
New Jersey
$2.36M +$302K +2,650 +15%
PTC
282
Philadelphia Trust Company
Pennsylvania
$2.35M +$1.45M +12,740 +161%
Rockefeller Capital Management
283
Rockefeller Capital Management
New York
$2.31M +$113K +995 +5%
PA
284
Pinnacle Associates
New York
$2.3M +$85.1K +747 +4%
CS
285
Comerica Securities
Michigan
$2.26M -$260K -2,285 -10%
GP
286
Girard Partners
Pennsylvania
$2.25M +$422K +3,706 +23%
DP
287
Denver PWM
Colorado
$2.24M +$142K +1,245 +7%
VA
288
Valmark Advisers
Ohio
$2.24M -$148K -1,303 -6%
CIBC Private Wealth Group
289
CIBC Private Wealth Group
Georgia
$2.2M -$3.09M -27,135 -58%
TCM
290
Twele Capital Management
Minnesota
$2.2M +$121K +1,061 +6%
BCP
291
Blue Chip Partners
Michigan
$2.18M +$65.7K +577 +3%
AW
292
Alpha Windward
Massachusetts
$2.17M +$210K +1,845 +11%
GBT
293
Grove Bank & Trust
Florida
$2.17M +$905K +7,943 +72%
HSA
294
HBK Sorce Advisory
Pennsylvania
$2.16M +$80.6K +708 +4%
CWM
295
Confluence Wealth Management
Oregon
$2.15M +$686K +6,020 +47%
AFP
296
Ausdal Financial Partners
Iowa
$2.11M +$490K +4,300 +31%
APA
297
American Portfolios Advisors
New York
$2.11M +$506K +4,445 +32%
AAS
298
Avantax Advisory Services
Texas
$2.11M +$1.82M +16,013 +637%
CIM
299
Cambria Investment Management
California
$2.09M +$228 +2 +0%
CJA
300
C-J Advisory
California
$2.07M +$40.9K +359 +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.