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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
PA
551
Perennial Advisors
New York
$477K +$26K +228 +6%
HIA
552
Harbor Investment Advisory
Maryland
$477K +$477K +4,190 New
BAM
553
Belpointe Asset Management
Nevada
$476K -$1.09M -9,529 -70%
BCM
554
Boltwood Capital Management
California
$473K +$54.1K +475 +13%
GI
555
Gradient Investments
Minnesota
$472K +$27.8K +244 +6%
CWM
556
CCG Wealth Management
California
$471K
PWW
557
Pettyjohn Wood & White
Virginia
$468K
RJT
558
Raymond James Trust
Florida
$468K +$9.11K +80 +2%
MPW
559
MA Private Wealth
California
$456K
9WM
560
9258 Wealth Management
Ohio
$455K +$455K +3,992 New
SWA
561
Stratos Wealth Advisors
Ohio
$453K +$453K +3,974 New
GW
562
GW & Wade
Massachusetts
$450K +$450K +3,947 New
BL
563
Balentine LLC
Georgia
$448K +$71.5K +628 +19%
MWM
564
Meridian Wealth Management
Kentucky
$443K -$68.2K -599 -13%
VCA
565
Verdence Capital Advisors
Maryland
$441K +$53.3K +468 +14%
WAS
566
Wealth Advisory Solutions
Indiana
$433K +$433K +3,800 New
MFG
567
Merit Financial Group
Georgia
$430K +$430K +3,775 New
ATC
568
Argent Trust Co
Tennessee
$427K -$7.75K -68 -2%
IWS
569
Insight Wealth Strategies
California
$426K -$80.8K -709 -16%
MC
570
Moors & Cabot
Massachusetts
$422K
WWM
571
Western Wealth Management
Colorado
$422K +$123K +1,077 +41%
FM
572
Foster & Motley
Ohio
$419K +$29.5K +259 +8%
TTWM
573
TCV Trust & Wealth Management
Virginia
$417K +$118K +1,035 +40%
HR
574
Hayden Royal
North Carolina
$415K +$120K +1,055 +42%
SWM
575
Sugarloaf Wealth Management
Georgia
$413K +$413K +3,630 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.