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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
Cetera Investment Advisers
451
Cetera Investment Advisers
Illinois
$863K +$60.3K +529 +8%
HFA
452
Huber Financial Advisors
Illinois
$863K +$184K +1,614 +27%
PWM
453
Perigon Wealth Management
California
$842K +$125K +1,100 +18%
KP
454
Keel Point
Alabama
$839K +$53.4K +469 +7%
DWM
455
Dakota Wealth Management
Florida
$834K +$447K +3,922 +115%
FHC
456
First Heartland Consultants
Missouri
$820K +$102K +898 +14%
MFGP
457
Marshall Financial Group (Pennsylvania)
Pennsylvania
$818K +$9.23K +81 +1%
DAC
458
Dividend Assets Capital
South Carolina
$817K
SMG
459
Smart Money Group
Texas
$813K +$50.8K +446 +7%
DAS
460
Dynamic Advisor Solutions
Arizona
$809K +$110K +966 +16%
EPP
461
ETF Portfolio Partners
Kansas
$804K +$9.34K +82 +1%
AFC
462
AFT Forsyth & Company
Florida
$802K
CFGS
463
Concourse Financial Group Securities
Alabama
$798K +$551K +4,838 +223%
MPCG
464
Matrix Private Capital Group
New York
$797K +$797K +7,000 New
AWM
465
Altavista Wealth Management
North Carolina
$791K -$69.6K -611 -8%
FIM
466
Freedom Investment Management
Connecticut
$786K -$59.3K -521 -7%
PWA
467
Physician Wealth Advisors
Utah
$782K +$35.4K +311 +5%
PFT
468
Providence First Trust
Arizona
$781K -$57K -500 -7%
SP
469
Successful Portfolios
Florida
$781K +$70.1K +615 +10%
BWP
470
BSW Wealth Partners
Colorado
$780K +$258K +2,262 +49%
HIC
471
Holderness Investments Company
North Carolina
$769K +$63.1K +554 +9%
SG
472
StoneX Group
New York
$769K +$769K +6,747 New
SIA
473
Starfire Investment Advisers
Michigan
$761K
W
474
WealthOne
New York
$757K -$168K -1,473 -18%
IA
475
IFG Advisory
Georgia
$756K +$444K +3,898 +142%

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.