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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
SWM
476
SeaCrest Wealth Management
New York
$753K
HCM
477
Harvey Capital Management
Florida
$740K
RFN
478
RDA Financial Network
Iowa
$731K +$118K +1,039 +20%
MWM
479
Minot Wealth Management
Massachusetts
$725K +$718K +6,300 New
BZWA
480
Blue Zone Wealth Advisors
California
$725K +$725K +6,365 New
AWM
481
Altium Wealth Management
New York
$720K -$43.3K -380 -6%
FWM
482
FSA Wealth Management
Massachusetts
$715K +$715K +6,273 New
GWM
483
Geneos Wealth Management
Colorado
$714K +$24.9K +219 +4%
TL
484
TrueWealth LLC
Georgia
$694K
WIA
485
World Investment Advisors
California
$688K +$133K +1,166 +24%
BCM
486
Brookstone Capital Management
Illinois
$687K +$105K +918 +18%
APW
487
Austin Private Wealth
Texas
$678K +$678K +5,954 New
SW
488
SVB Wealth
Massachusetts
$676K +$92.3K +810 +16%
LFG
489
LifePlan Financial Group
Ohio
$660K +$1.71K +15 +0.3%
LFS
490
Legacy Financial Strategies
Kansas
$659K +$310K +2,718 +89%
TAM
491
Todd Asset Management
Kentucky
$652K
ATPW
492
Ashton Thomas Private Wealth
Arizona
$649K -$48.8K -428 -7%
VFA
493
Valeo Financial Advisors
Indiana
$639K +$83.6K +734 +15%
EAM
494
Evanson Asset Management
California
$638K
BOTW
495
Bank of the West
California
$632K -$73K -641 -10%
CA
496
Continuum Advisory
Idaho
$632K +$53.5K +470 +9%
AWMS
497
Advocacy Wealth Management Services
Georgia
$613K +$563K +4,944 +1,121%
CCA
498
Checchi Capital Advisers
California
$609K
MFS
499
McNamara Financial Services
Massachusetts
$605K +$213K +1,870 +54%
KPWG
500
KFA Private Wealth Group
Virginia
$605K +$605K +5,310 New

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.