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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
PP
426
Palladium Partners
Virginia
$627K +$38.1K +340 +7%
CCA
427
Checchi Capital Advisers
California
$604K
NAM
428
NTV Asset Management
West Virginia
$599K
ACS
429
Archford Capital Strategies
Illinois
$586K
KWM
430
Kingsview Wealth Management
Oregon
$582K
BWP
431
BSW Wealth Partners
Colorado
$580K -$5.93K -53 -1%
ATC
432
Argent Trust Co
Tennessee
$577K
WT
433
Whittier Trust
California
$574K -$122K -1,094 -18%
CA
434
Continuum Advisory
Idaho
$571K +$119K +1,062 +27%
SBA
435
Secrest Blakey & Associates
North Carolina
$550K +$133K +1,192 +32%
CBFP
436
Cedar Brook Financial Partners
Ohio
$546K -$2.46K -22 -0.5%
CCM
437
Covington Capital Management
California
$542K +$42.5K +380 +9%
DAS
438
Dynamic Advisor Solutions
Arizona
$542K +$536K +4,788 New
PCM
439
Pointe Capital Management
Michigan
$538K -$157K -1,400 -23%
WCG
440
Wall Capital Group
Arizona
$530K +$247K +2,210 +89%
VC
441
Voit & Company
Wisconsin
$529K -$28K -250 -5%
PW
442
Peninsula Wealth
California
$528K +$3.36K +30 +0.6%
CA
443
Calton & Associates
Florida
$527K -$113K -1,005 -18%
LWA
444
Lenox Wealth Advisors
New York
$526K +$2.02K +18 +0.4%
DAC
445
Dividend Assets Capital
South Carolina
$520K +$515K +4,600 New
FNBOO
446
First National Bank of Omaha
Nebraska
$516K
BBA
447
BLB&B Advisors
Pennsylvania
$509K
KCM
448
Kanawha Capital Management
Virginia
$508K +$503K +4,492 New
TI
449
Tidal Investments
Wisconsin
$508K +$504K +4,500 New
SWA
450
Sutton Wealth Advisors
Florida
$505K -$10.1K -90 -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.