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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
CA
601
Crewe Advisors
Utah
$134K -$442K -3,951 -77%
TWA
602
TCI Wealth Advisors
Arizona
$133K +$112 +1 +0.1%
1IA
603
1834 Investment Advisors
Wisconsin
$113K
RP
604
Rice Partnership
Hawaii
$110K +$109K +977 New
MWC
605
MKD Wealth Coaches
Michigan
$98K
NSB
606
Norway Savings Bank
Maine
$90K
TSW
607
Thompson Siegel & Walmsley
Virginia
$90K
CCM
608
Cribstone Capital Management
Maine
$84K -$35.8K -320 -30%
SIS
609
Sound Income Strategies
Florida
$76K +$48.5K +433 +183%
DAM
610
Delta Asset Management
Tennessee
$72K +$70.9K +633 New
EIP
611
Ellis Investment Partners
Pennsylvania
$69K +$68.7K +614 New
RAM
612
Riggs Asset Management
Pennsylvania
$53K
AWMS
613
Advocacy Wealth Management Services
Georgia
$50K
EK
614
Evensky & Katz
Florida
$46K +$5.71K +51 +14%
EWM
615
Executive Wealth Management
Michigan
$45K +$224 +2 +0.5%
FCMT
616
Founders Capital Management (Texas)
Texas
$44K
JPLA
617
Joseph P. Lucia & Associates
New York
$41K -$6.03M -53,867 -99%
TC
618
Truvestments Capital
Florida
$40K +$39.2K +350 New
BCA
619
Bray Capital Advisors
Florida
$38K
ClearBridge Investments
620
ClearBridge Investments
New York
$38K
BWA
621
BDO Wealth Advisors
Florida
$35K -$12.8K -114 -27%
BA
622
Belvedere Advisors
California
$28K -$586K -5,230 -95%
SSB
623
Sandy Spring Bank
Maryland
$28K
IF
624
Ironwood Financial
Arizona
$26K -$14K -125 -35%
SAM
625
Shamrock Asset Management
Texas
$26K -$8.29K -74 -25%

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.