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iShares National Muni Bond ETF

616 hedge funds and large institutions have $9.05B invested in iShares National Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 272 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 44

49% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 182

3% more funds holding

Funds holding: 597616 (+19)

3% more capital invested

Capital invested by funds: $8.76B → $9.05B (+$284M)

0.39% more ownership

Funds ownership: 73%73.39% (+0.39%)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.26M

Holders
616
Holders Change
+19
Holders Change %
+3.18%
% of All Funds
13.33%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
1.08%
New
73
Increased
272
Reduced
182
Closed
44
Calls
Puts
$3.26M
Net Calls
-$3.26M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
576
Cribstone Capital Management
Maine
$118K
MSA
577
Marino Stram & Associates
Massachusetts
$118K
1IA
578
1834 Investment Advisors
Wisconsin
$111K
SAM
579
Strategy Asset Managers
California
$103K +$101K +923 New
MWC
580
MKD Wealth Coaches
Michigan
$97K +$95.4K +870 New
WCM
581
WealthBridge Capital Management
Ohio
$92K +$548 +5 +0.6%
NSB
582
Norway Savings Bank
Maine
$89K
TSW
583
Thompson Siegel & Walmsley
Virginia
$89K
CFB
584
Cullen/Frost Bankers
Texas
$86K +$84.4K +770 New
JWM
585
Janiczek Wealth Management
Colorado
$81K
OIA
586
Optimum Investment Advisors
Illinois
$75K +$46.1K +420 +165%
RAM
587
Riggs Asset Management
Pennsylvania
$52K -$27.4K -250 -35%
AWMS
588
Advocacy Wealth Management Services
Georgia
$49K
DWM
589
Destination Wealth Management
California
$49K
BWA
590
BDO Wealth Advisors
Florida
$47K +$110 +1 +0.2%
EWM
591
Executive Wealth Management
Michigan
$44K -$46.3K -422 -51%
FCMT
592
Founders Capital Management (Texas)
Texas
$43K
PFGIA
593
Patriot Financial Group Insurance Agency
Massachusetts
$43K +$42.5K +388 New
IF
594
Ironwood Financial
Arizona
$40K
EK
595
Evensky & Katz
Florida
$39K +$38.8K +354 New
PFBT
596
Parkside Financial Bank & Trust
Missouri
$38K +$37.1K +338 New
BCA
597
Bray Capital Advisors
Florida
$37K
ClearBridge Investments
598
ClearBridge Investments
New York
$37K
SAM
599
Shamrock Asset Management
Texas
$34K -$54.1K -493 -62%
CTC
600
Central Trust Company
Missouri
$31K

MUB Hedge Fund Activity: Q1 2019 in Review

616 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q1 2019, worth a combined $9.05B — up 3.2% from $8.76B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new MUB positions and 44 closed out — a net gain of 29 holders — while 272 added to existing stakes and 182 trimmed.

The largest buyer was BlackRock, adding an estimated $440M. The largest seller was Bank of America, cutting an estimated $535M.

  • 616 institutional investors held iShares National Muni Bond ETF (MUB) as of Q1 2019, up from 597 in Q4 2018.
  • Funds reported $9.05B of iShares National Muni Bond ETF stock for Q1 2019, up 3.2% quarter-over-quarter.
  • 73 funds opened new iShares National Muni Bond ETF positions in Q1 2019 and 44 closed out, a net change of +29 holders.
  • The largest iShares National Muni Bond ETF buyer in Q1 2019 was BlackRock, an estimated $440M added.
  • The largest iShares National Muni Bond ETF seller in Q1 2019 was Bank of America, an estimated $535M sold.

Based on aggregated 13F filings for Q1 2019.