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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
HIC
451
Holderness Investments Company
North Carolina
$493K +$157K +1,403 +47%
UBS AM
452
UBS AM
Illinois
$490K +$169K +1,509 +53%
FNT
453
First National Trust
Pennsylvania
$486K
PWW
454
Pettyjohn Wood & White
Virginia
$482K -$28K -250 -6%
BCA
455
Bay Colony Advisors
Massachusetts
$482K
FWIA
456
Fort Washington Investment Advisors
Ohio
$481K
SWMG
457
Signature Wealth Management Group
Georgia
$477K +$8.06K +72 +2%
CAL
458
Capital Advisors Ltd
Ohio
$476K -$286K -2,556 -38%
BFC
459
Blue Fin Capital
Rhode Island
$474K
FCA
460
FinTrust Capital Advisors
South Carolina
$473K -$14.3K -128 -3%
CWM
461
Chesapeake Wealth Management
Virginia
$472K +$92.4K +825 +25%
BMCM
462
Bryn Mawr Capital Management
Pennsylvania
$469K
CWM
463
CCG Wealth Management
California
$468K
PCG
464
Private Capital Group
Connecticut
$468K +$98.5K +880 +26%
CFA
465
Carroll Financial Associates
North Carolina
$468K +$105K +938 +29%
CCT
466
Country Club Trust
Missouri
$461K +$48.7K +435 +12%
RJT
467
Raymond James Trust
Florida
$455K
MPW
468
MA Private Wealth
California
$453K
CIC
469
Carnegie Investment Counsel
Ohio
$450K +$61.6K +550 +16%
AM
470
Atwater Malick
Pennsylvania
$445K -$20.2K -180 -4%
PA
471
Perennial Advisors
New York
$438K +$224 +2 +0.1%
PFA
472
Paradigm Financial Advisors
Missouri
$438K +$434K +3,876 New
GAMC
473
Garner Asset Management Corp
Texas
$430K -$291K -2,600 -41%
CFGS
474
Concourse Financial Group Securities
Alabama
$424K -$6.27K -56 -1%
Lido Advisors
475
Lido Advisors
California
$420K +$155K +1,388 +60%

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.