We are live on ! Find out more
MUB icon

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
TCPWM
551
Traverso Chambers Private Wealth Management
California
$262K
OWA
552
One Wealth Advisors
California
$260K
WA
553
WBH Advisory
Maryland
$259K +$5.6K +50 +2%
HPWM
554
Highland Private Wealth Management
Washington
$258K +$31.7K +283 +14%
HPC
555
HM Payson & Co
Maine
$254K +$252K +2,250 New
WT
556
Washington Trust
Rhode Island
$252K
VCM
557
Vivaldi Capital Management
Illinois
$250K
ML
558
McAdam LLC
Pennsylvania
$250K +$17.6K +157 +8%
FUBT
559
First United Bank & Trust
Maryland
$249K +$246K +2,200 New
KFA
560
Kelleher Financial Advisors
New York
$249K +$247K +2,209 New
WCG
561
Weaver Consulting Group
California
$248K
CPA
562
Clear Perspective Advisors
Illinois
$248K +$245K +2,189 New
DI
563
Diligent Investors
California
$246K +$243K +2,171 New
SFPM
564
Sensible Financial Planning & Management
Massachusetts
$245K
CWM
565
Consultiva Wealth Management
Puerto Rico
$241K +$230K +2,055 New
AIC
566
Ameritas Investment Company
Nebraska
$239K +$235K +2,095 +13,094%
DI
567
DFPG Investments
Utah
$239K +$236K +2,107 New
CL
568
Cabana LLC
Arkansas
$236K +$231K +2,063 New
PAM
569
Peak Asset Management
Colorado
$235K
BHWA
570
Beacon Harbor Wealth Advisors
Virginia
$234K +$232K +2,068 New
OMC
571
Old Mission Capital
Illinois
$234K +$232K +2,070 New
WS
572
Wedbush Securities
California
$229K +$1.9K +17 +0.8%
NGA
573
Naples Global Advisors
Florida
$228K +$226K +2,015 New
CCMG
574
Clark Capital Management Group
Pennsylvania
$227K -$6.16K -55 -3%
AWM
575
Avondale Wealth Management
Texas
$226K +$224K +2,000 New

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.