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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
CFB
476
Cullen/Frost Bankers
Texas
$416K +$325K +2,906 +377%
GWA
477
Guidant Wealth Advisors
Illinois
$414K -$72.2K -645 -15%
FFA
478
Fragasso Financial Advisors
Pennsylvania
$414K +$2.58K +23 +0.6%
CWM
479
Calamos Wealth Management
Illinois
$411K +$406K +3,630 New
CSM
480
CAMG Solamere Management
North Carolina
$410K
MC
481
Moors & Cabot
Massachusetts
$404K
IWS
482
Insight Wealth Strategies
California
$402K +$4.81K +43 +1%
GI
483
Gradient Investments
Minnesota
$397K +$97.1K +867 +33%
PV
484
Private Vista
Illinois
$396K -$16.1K -144 -4%
RWMH
485
Riverpoint Wealth Management Holdings
Illinois
$390K +$71.8K +641 +23%
VCA
486
Verdence Capital Advisors
Maryland
$383K +$379K +3,382 New
DWM
487
Dakota Wealth Management
Florida
$383K +$380K +3,391 New
IWM
488
IHT Wealth Management
Illinois
$382K +$25.5K +228 +7%
Jane Street
489
Jane Street
New York
$380K -$80.9M -722,219 -100%
DADC
490
D.A. Davidson & Co
Montana
$379K +$122K +1,091 +48%
KA
491
Kovack Advisors
Florida
$379K +$375K +3,347 New
BS
492
Boenning & Scattergood
Pennsylvania
$378K
IA
493
IFG Advisory
Georgia
$376K +$336 +3 +0.1%
FM
494
Foster & Motley
Ohio
$372K +$41.3K +369 +13%
PFS
495
Prospera Financial Services
Texas
$369K +$366K +3,265 New
MCM
496
Maryland Capital Management
Maryland
$367K +$103K +921 +40%
ACM
497
AlphaStar Capital Management
North Carolina
$364K -$96.1K -858 -21%
SWM
498
SigFig Wealth Management
California
$363K -$64.5K -576 -15%
SFWA
499
Summit Financial Wealth Advisors
Louisiana
$363K -$9.07K -81 -2%
NEGWA
500
New England Guild Wealth Advisors
Connecticut
$362K +$15.3K +137 +4%

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.