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iShares National Muni Bond ETF

616 hedge funds and large institutions have $9.05B invested in iShares National Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 272 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 44

49% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 182

3% more funds holding

Funds holding: 597616 (+19)

3% more capital invested

Capital invested by funds: $8.76B → $9.05B (+$284M)

0.39% more ownership

Funds ownership: 73%73.39% (+0.39%)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.26M

Holders
616
Holders Change
+19
Holders Change %
+3.18%
% of All Funds
13.33%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
1.08%
New
73
Increased
272
Reduced
182
Closed
44
Calls
Puts
$3.26M
Net Calls
-$3.26M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
26
Nisa Investment Advisors
Missouri
$47M +$4.12M +37,560 +10%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$46.7M +$10M +91,504 +28%
WRF
28
Waddell & Reed Financial
Kansas
$45.7M
PS
29
Portfolio Solutions
Michigan
$43.4M -$3.23M -29,432 -7%
FI
30
FormulaFolio Investments
Michigan
$42.9M +$42.1M +383,517 +14,888%
Wealthfront Advisers
31
Wealthfront Advisers
California
$42.9M -$910K -8,297 -2%
Lazard Asset Management
32
Lazard Asset Management
New York
$41.5M
JP Morgan Chase
33
JP Morgan Chase
New York
$37.9M -$82M -747,477 -69%
Franklin Resources
34
Franklin Resources
California
$35.8M +$189K +1,725 +0.5%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$35.1M +$6.57M +59,925 +23%
V
36
Veritable
Delaware
$35M -$112K -1,025 -0.3%
TF
37
TIAA FSB
Florida
$32.8M -$2.88M -26,303 -8%
USAA
38
United Services Automobile Association
Texas
$31.1M +$3.61M +32,918 +13%
RJA
39
Raymond James & Associates
Florida
$27.1M +$2.49M +22,667 +10%
EC
40
Estate Counselors
Wisconsin
$27M +$6.34M +57,815 +31%
CCM
41
Coldstream Capital Management
Washington
$26.7M +$224K +2,043 +0.9%
UCFA
42
United Capital Financial Advisors
Texas
$25.8M +$442K +4,031 +2%
MNG
43
Manning & Napier Group
New York
$25.3M
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$24.7M -$386K -3,524 -2%
PA
45
Paracle Advisors
Washington
$22.6M -$1.79M -16,361 -7%
AWA
46
Alaska Wealth Advisors
Alaska
$22.3M +$1.15M +10,466 +6%
PFG
47
Piershale Financial Group
Illinois
$21.7M +$10.2M +93,432 +92%
A
48
AdvicePeriod
California
$21.5M +$451K +4,112 +2%
BC
49
Brinker Capital
Pennsylvania
$21.3M +$2.09M +19,072 +11%
SFA
50
Sequoia Financial Advisors
Ohio
$19.6M +$18K +164 +0.1%

MUB Hedge Fund Activity: Q1 2019 in Review

616 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q1 2019, worth a combined $9.05B — up 3.2% from $8.76B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new MUB positions and 44 closed out — a net gain of 29 holders — while 272 added to existing stakes and 182 trimmed.

The largest buyer was BlackRock, adding an estimated $440M. The largest seller was Bank of America, cutting an estimated $535M.

  • 616 institutional investors held iShares National Muni Bond ETF (MUB) as of Q1 2019, up from 597 in Q4 2018.
  • Funds reported $9.05B of iShares National Muni Bond ETF stock for Q1 2019, up 3.2% quarter-over-quarter.
  • 73 funds opened new iShares National Muni Bond ETF positions in Q1 2019 and 44 closed out, a net change of +29 holders.
  • The largest iShares National Muni Bond ETF buyer in Q1 2019 was BlackRock, an estimated $440M added.
  • The largest iShares National Muni Bond ETF seller in Q1 2019 was Bank of America, an estimated $535M sold.

Based on aggregated 13F filings for Q1 2019.