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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
SVWAG
301
Sound View Wealth Advisors Group
Georgia
$1.46M +$1.44M +12,862 New
BAM
302
Belpointe Asset Management
Nevada
$1.45M +$1.43M +12,814 New
ZF
303
Zhang Financial
Michigan
$1.45M +$112 +1 +0%
CWM
304
Confluence Wealth Management
Oregon
$1.44M
FAM
305
Flaharty Asset Management
Florida
$1.44M +$264K +2,360 +23%
EFSCE
306
Enterprise Financial Services Corp (EFSC)
Missouri
$1.44M +$53.2K +475 +4%
OCM
307
Osbon Capital Management
Massachusetts
$1.42M +$1.41M +12,572 New
APA
308
American Portfolios Advisors
New York
$1.42M +$199K +1,774 +17%
SAS
309
Sage Advisory Services
Texas
$1.41M +$2.46K +22 +0.2%
BPA
310
Beacon Pointe Advisors
California
$1.41M +$429K +3,836 +45%
AFP
311
Ausdal Financial Partners
Iowa
$1.4M +$368K +3,288 +36%
BSB
312
Bangor Savings Bank
Maine
$1.36M +$10.1K +90 +0.8%
UR
313
USCA RIA
Texas
$1.36M -$146K -1,305 -10%
IWA
314
IBEX Wealth Advisors
New Jersey
$1.35M -$22.2K -198 -2%
JCM
315
Jacobi Capital Management
Pennsylvania
$1.34M -$6.61K -59 -0.5%
FWM
316
FFT Wealth Management
Pennsylvania
$1.34M +$113K +1,007 +9%
CWS
317
Cypress Wealth Services
California
$1.34M +$1.32M +11,810 New
MLM
318
Mount Lucas Management
Pennsylvania
$1.33M +$79.4K +709 +6%
First Trust Advisors
319
First Trust Advisors
Illinois
$1.33M -$57.2K -511 -4%
GFP
320
Gryphon Financial Partners
Ohio
$1.3M +$8.06K +72 +0.6%
KL
321
KWMG LLC
Kansas
$1.29M -$383K -3,417 -23%
FANJ
322
Financial Architects (New Jersey)
New Jersey
$1.27M
CAM
323
Crestone Asset Management
Colorado
$1.27M +$20.2K +180 +2%
VFA
324
Voya Financial Advisors
Connecticut
$1.26M +$270K +2,410 +28%
TC
325
TownSquare Capital
Utah
$1.24M -$19.8K -177 -2%

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.