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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
CFN
501
Cordasco Financial Network
Florida
$359K -$39.7K -355 -10%
BL
502
Balentine LLC
Georgia
$357K -$3.59M -32,082 -91%
ANB
503
Amarillo National Bank
Texas
$357K -$283K -2,528 -44%
PP
504
PagnatoKarp Partners
Virginia
$357K +$672 +6 +0.2%
PA
505
PFG Advisors
Arizona
$357K +$352K +3,143 New
HP
506
HT Partners
Connecticut
$356K
WP
507
WMS Partners
Maryland
$356K
BCM
508
Boltwood Capital Management
California
$356K +$26.9K +240 +8%
RFA
509
Reilly Financial Advisors
California
$353K +$67.7K +605 +24%
NB
510
Nicolet Bankshares
Wisconsin
$349K
MFS
511
McNamara Financial Services
Massachusetts
$348K +$8.73K +78 +3%
FHA
512
First Horizon Advisors
Tennessee
$342K -$16.6K -148 -5%
Brown Advisory
513
Brown Advisory
Maryland
$340K -$44.6K -398 -12%
AAS
514
Avantax Advisory Services
Texas
$337K -$42.7K -381 -11%
WCM
515
Windham Capital Management
Massachusetts
$333K
WA
516
Wealthstar Advisors
Texas
$328K +$324K +2,897 New
HB
517
Homrich & Berg
Georgia
$327K +$324K +2,892 New
NIC
518
Northwest Investment Counselors
Oregon
$326K
WPSG
519
Wealth & Pension Services Group
Georgia
$326K
ANTB
520
AMG National Trust Bank
Colorado
$326K +$323K +2,882 New
FTIOP
521
Fiduciary Trust International of Pennsylvania
Pennsylvania
$321K +$318K +2,837 New
AWE
522
Avidian Wealth Enterprises
Texas
$320K +$317K +2,828 New
VCM
523
Vigilant Capital Management
Maine
$317K
HTC
524
Haverford Trust Company
Pennsylvania
$310K
EW
525
Emerson Wealth
Michigan
$309K +$28.3K +253 +10%

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.