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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
AAM
326
Autus Asset Management
Arizona
$1.73M -$3.42K -30 -0.2%
BPA
327
Beacon Pointe Advisors
California
$1.72M +$261K +2,291 +18%
BWA
328
Beam Wealth Advisors
Louisiana
$1.69M +$1.69M +14,808 New
RWP
329
RWA Wealth Partners
Massachusetts
$1.69M -$75.3K -661 -4%
RC
330
Roundview Capital
New Jersey
$1.67M +$50.5K +443 +3%
Citigroup
331
Citigroup
New York
$1.65M +$177K +1,556 +12%
CG
332
Colony Group
Massachusetts
$1.65M +$19.6K +172 +1%
DSC
333
Duncker Streett & Co
Missouri
$1.64M +$19.9K +175 +1%
LNWWM
334
Laird Norton Wetherby Wealth Management
California
$1.63M -$41.6K -365 -2%
CAM
335
Cresset Asset Management
Illinois
$1.62M -$176K -1,542 -10%
Thrivent Financial for Lutherans
336
Thrivent Financial for Lutherans
Minnesota
$1.61M +$167K +1,468 +12%
EH
337
Equitable Holdings
New York
$1.61M +$1.61M +14,095 New
HCM
338
Horiko Capital Management
New York
$1.58M +$57K +500 +4%
IWM
339
IHT Wealth Management
Illinois
$1.53M +$884K +7,760 +136%
BRWA
340
B. Riley Wealth Advisors
Florida
$1.53M +$212K +1,862 +16%
AWE
341
Avidian Wealth Enterprises
Texas
$1.53M +$1.05M +9,206 +220%
IWA
342
IBEX Wealth Advisors
New Jersey
$1.52M +$128K +1,121 +9%
FP
343
Fiduciary Planning
Florida
$1.49M +$1.47M +12,893 New
FA
344
FC Advisory
Pennsylvania
$1.48M +$12.4K +109 +0.8%
MOS
345
MGO One Seven
Ohio
$1.46M +$1.13M +9,904 +338%
ZF
346
Zhang Financial
Michigan
$1.46M +$114 +1 +0%
FC
347
FCA Corp
Texas
$1.46M -$6.72K -59 -0.5%
WA
348
Wealthstar Advisors
Texas
$1.45M +$906K +7,954 +165%
BSB
349
Bangor Savings Bank
Maine
$1.44M +$74.5K +654 +5%
WB
350
WesBanco Bank
West Virginia
$1.44M +$361K +3,169 +34%

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.