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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
PFGIA
526
Patriot Financial Group Insurance Agency
Massachusetts
$309K +$263K +2,350 +606%
VIM
527
Vista Investment Management
Pennsylvania
$308K -$35.9K -321 -11%
RVPG
528
Relative Value Partners Group
$307K +$304K +2,717 New
AC
529
Alexandria Capital
Virginia
$306K -$54.3K -485 -15%
NPT
530
Nixon Peabody Trust
Massachusetts
$302K
NA
531
NewEdge Advisors
Louisiana
$299K +$33.6K +300 +13%
MFT
532
Moisand Fitzgerald Tamayo
Florida
$297K
BWCS
533
Beirne Wealth Consulting Services
Connecticut
$294K -$9.96K -89 -3%
PWM
534
Paulson Wealth Management
Illinois
$292K -$49.5K -442 -15%
HFA
535
Huber Financial Advisors
Illinois
$292K +$53.3K +476 +23%
IP
536
Investment Partners
Ohio
$287K +$16.5K +147 +6%
BHWM
537
Bar Harbor Wealth Management
New Hampshire
$286K
CL
538
CPWM LLC
Washington
$283K
CFD
539
Creative Financial Designs
Indiana
$282K +$1.46K +13 +0.5%
Simplex Trading
540
Simplex Trading
Illinois
$280K -$31.5K -281 -10%
HR
541
Hayden Royal
North Carolina
$278K +$4.14K +37 +2%
HFM
542
Hartford Financial Management
Connecticut
$277K
PG
543
Patten Group
Tennessee
$277K
DWM
544
Destination Wealth Management
California
$276K +$224K +2,000 +454%
TTWM
545
TCV Trust & Wealth Management
Virginia
$274K +$38.5K +344 +17%
PB
546
Pinnacle Bancorp
Nebraska
$271K
VWA
547
VERITY Wealth Advisors
United States
$271K +$1.68K +15 +0.6%
WA
548
Winfield Associates
Ohio
$269K
SCA
549
Stonebridge Capital Advisors
Minnesota
$267K -$11.3K -101 -4%
WWM
550
Western Wealth Management
Colorado
$264K +$112 +1 +0%

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.