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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
HS
576
Horan Securities
United States
$224K +$336 +3 +0.2%
MIM
577
Macroview Investment Management
Maryland
$219K +$112 +1 +0.1%
CFS
578
CRA Financial Services
New Jersey
$217K
RA
579
RFG Advisory
Alabama
$217K +$784 +7 +0.4%
HCM
580
Hudson Capital Management
New Jersey
$215K -$115K -1,025 -35%
CWM
581
Centric Wealth Management
Illinois
$213K +$1.12K +10 +0.5%
CB
582
Community Bank
New York
$212K
LFA
583
Legacy Financial Advisors
Kentucky
$212K
NAS
584
Nicolet Advisory Services
Wisconsin
$210K
SBH
585
Segall Bryant & Hamill
Illinois
$209K
CB
586
Chemical Bank
Michigan
$208K -$560 -5 -0.3%
AFNAS
587
American Financial Network Advisory Services
California
$208K
FHB
588
First Hawaiian Bank
Hawaii
$207K
DWT
589
Dorsey & Whitney Trust
South Dakota
$202K +$199K +1,780 New
VFA
590
Valeo Financial Advisors
Indiana
$191K -$21.9K -196 -10%
GSWM
591
Golden State Wealth Management
California
$190K -$61.6K -550 -25%
CWA
592
Clarus Wealth Advisors
Arizona
$187K -$4.59K -41 -2%
ST
593
Smithfield Trust
Pennsylvania
$166K
KBFS
594
Kohmann Bosshard Financial Services
Ohio
$162K +$160K +1,432 New
MPWT
595
MassMutual Private Wealth & Trust
Connecticut
$159K -$5.71K -51 -3%
TNBTD
596
Trustmark National Bank Trust Department
Mississippi
$158K -$7.84K -70 -5%
AWM
597
AllSquare Wealth Management
New York
$155K
SFC
598
SYM Financial Corp
Indiana
$155K
DWM
599
Doyle Wealth Management
Florida
$142K +$141K +1,255 New
TFA
600
Toth Financial Advisory
Virginia
$139K

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.