We are live on ! Find out more
MUB icon

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
RFA
576
Reilly Financial Advisors
California
$411K
RF
577
RHS Financial
California
$408K +$408K +3,581 New
APW
578
Aurora Private Wealth
New Jersey
$407K +$407K +3,572 New
FFA
579
Fragasso Financial Advisors
Pennsylvania
$406K -$13.8K -121 -3%
GT
580
Glenview Trust
Kentucky
$406K +$103K +908 +34%
SIC
581
Salem Investment Counselors
North Carolina
$403K +$403K +3,540 New
CFA
582
Carroll Financial Associates
North Carolina
$402K -$65.4K -574 -14%
IP
583
Investment Partners
Ohio
$401K
FWIA
584
Fort Washington Investment Advisors
Ohio
$398K -$71.3K -626 -15%
SFWA
585
Summit Financial Wealth Advisors
Louisiana
$394K +$53.1K +466 +16%
AM
586
Atwater Malick
Pennsylvania
$392K -$56.4K -495 -13%
VHAM
587
Van Hulzen Asset Management
California
$387K -$211K -1,852 -35%
BCM
588
Brasada Capital Management
Texas
$387K +$387K +3,397 New
BA
589
Bristlecone Advisors
Washington
$387K +$387K +3,400 New
HB
590
Homrich & Berg
Georgia
$385K +$55.2K +485 +17%
PFA
591
Paradigm Financial Advisors
Missouri
$383K +$77.1K +677 +25%
BS
592
Boenning & Scattergood
Pennsylvania
$381K
AIA
593
Armor Investment Advisors
North Carolina
$381K +$371K +3,261 +3,836%
FNBT
594
FineMark National Bank & Trust
Florida
$374K +$73.4K +644 +24%
NEGWA
595
New England Guild Wealth Advisors
Connecticut
$373K
HPWM
596
Highland Private Wealth Management
Washington
$372K +$10.8K +95 +3%
BCA
597
Bay Colony Advisors
Massachusetts
$363K -$127K -1,113 -26%
OPS
598
Orion Portfolio Solutions
Nebraska
$362K +$362K +3,178 New
PP
599
PagnatoKarp Partners
Virginia
$361K +$683 +6 +0.2%
ANB
600
Amarillo National Bank
Texas
$359K

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.