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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
VFA
401
Voya Financial Advisors
Connecticut
$1.11M -$51.8K -455 -4%
HFA
402
High Falls Advisors
New York
$1.11M -$30.6K -269 -3%
WTC
403
WhitTier Trust Company
Nevada
$1.11M
CPIG
404
Chicago Partners Investment Group
Illinois
$1.11M +$1.1M +9,633 New
TIM
405
Tortoise Investment Management
New York
$1.1M
Kovitz Investment Group Partners
406
Kovitz Investment Group Partners
Illinois
$1.1M +$8.54K +75 +0.8%
OFG
407
Oxford Financial Group
Indiana
$1.09M +$117K +1,025 +12%
AWM
408
Avior Wealth Management
Nebraska
$1.09M +$174K +1,524 +19%
PMG
409
ProVise Management Group
Florida
$1.08M -$6.61K -58 -0.6%
SIAP
410
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.08M +$234K +2,050 +28%
SFP
411
Strategic Financial Partners
Oregon
$1.08M +$1.08M +9,477 New
CCG
412
Chatham Capital Group
Georgia
$1.08M
OIA
413
Optimum Investment Advisors
Illinois
$1.06M -$110K -964 -9%
CCP
414
Corient Capital Partners
California
$1.05M
BC
415
Brio Consultants
California
$1.05M +$67.4K +592 +7%
BRWM
416
B. Riley Wealth Management
Tennessee
$1.05M
LFAS
417
Level Four Advisory Services
Texas
$1.05M -$5.47K -48 -0.5%
PWMAG
418
Pinnacle Wealth Management Advisory Group
New Jersey
$1.04M +$56.6K +497 +6%
ODG
419
O'Dell Group
Ohio
$1.04M +$321K +2,815 +44%
AF
420
Advisornet Financial
Minnesota
$1.03M +$96.9K +851 +10%
MWM
421
McNaughton Wealth Management
California
$1.03M +$1.03M +9,054 New
MAFM
422
Mid Atlantic Financial Management
Pennsylvania
$1.03M +$480K +4,215 +87%
TC
423
Trust Company
Kansas
$1.02M
SG Americas Securities
424
SG Americas Securities
New York
$1.01M -$366K -3,211 -27%
NWM
425
Northwest Wealth Management
Iowa
$1.01M +$1.59K +14 +0.2%

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.