iShares National Muni Bond ETF
360 hedge funds and large institutions have $3.91B invested in iShares National Muni Bond ETF in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 148 increasing their positions, 101 reducing their positions, and 28 closing their positions.
100% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 28
47% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 101
17% more funds holding in top 10
Funds holding in top 10: 23 → 27 (+4)
8% more funds holding
Funds holding: 333 → 360 (+27)
8% more capital invested
Capital invested by funds: $3.63B → $3.91B (+$280M)
0.98% less ownership
Funds ownership: 61.34% → 60.36% (-0.98%)
84% less call options, than puts
Call options by funds: $313K | Put options by funds: $1.92M
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$57M |
| 2 |
Betterment LLC
New York
|
+$42.6M |
| 3 |
Morgan Stanley
New York
|
+$41.5M |
| 4 |
W
Wealthfront
Palo Alto,
California
|
+$31.4M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$31.2M |
Top Sellers
MUB Hedge Fund Activity: Q1 2016 in Review
360 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q1 2016, worth a combined $3.91B — up 7.7% from $3.63B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new MUB positions and 28 closed out — a net gain of 28 holders — while 148 added to existing stakes and 101 trimmed.
The largest buyer was UBS Group, adding an estimated $57M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $28.7M sold.
- 360 institutional investors held iShares National Muni Bond ETF (MUB) as of Q1 2016, up from 333 in Q4 2015.
- Funds reported $3.91B of iShares National Muni Bond ETF stock for Q1 2016, up 7.7% quarter-over-quarter.
- 56 funds opened new iShares National Muni Bond ETF positions in Q1 2016 and 28 closed out, a net change of +28 holders.
- The largest iShares National Muni Bond ETF buyer in Q1 2016 was UBS Group, an estimated $57M added.
- The largest iShares National Muni Bond ETF seller in Q1 2016 was United Services Automobile Association, an estimated $28.7M sold.
Based on aggregated 13F filings for Q1 2016.