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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
HP
601
HT Partners
Connecticut
$359K +$114 +1 +0%
WP
602
WMS Partners
Maryland
$358K
WA
603
Winfield Associates
Ohio
$353K +$82.6K +725 +31%
GPA
604
Guidance Point Advisors
Massachusetts
$352K +$352K +3,090 New
CFN
605
Cordasco Financial Network
Florida
$351K -$11.4K -100 -3%
NB
606
Nicolet Bankshares
Wisconsin
$351K
AWM
607
Avondale Wealth Management
Texas
$351K +$9.46K +83 +3%
SWM
608
SigFig Wealth Management
California
$351K +$30.2K +265 +9%
C
609
Certuity
Florida
$347K +$347K +3,048 New
PCG
610
Private Capital Group
Connecticut
$346K -$218K -1,913 -39%
KWM
611
Kingsview Wealth Management
Oregon
$344K -$35.9K -315 -9%
AIM
612
Acropolis Investment Management
Missouri
$341K +$341K +2,990 New
AWM
613
Alterna Wealth Management
Texas
$340K +$340K +2,988 New
ICMP
614
Integrated Capital Management (Pennsylvania)
Pennsylvania
$340K +$341K +2,993 New
WCM
615
Windham Capital Management
Massachusetts
$335K
FTUS
616
Flow Traders U.S.
New York
$334K -$14.2M -124,575 -98%
BFEC
617
Benjamin F. Edwards & Company
Missouri
$334K +$242K +2,121 +262%
GVAG
618
Great Valley Advisor Group
Delaware
$330K +$75.6K +664 +30%
NIC
619
Northwest Investment Counselors
Oregon
$329K
FHA
620
First Horizon Advisors
Tennessee
$325K
FTIOP
621
Fiduciary Trust International of Pennsylvania
Pennsylvania
$323K
PFGIA
622
Patriot Financial Group Insurance Agency
Massachusetts
$322K +$9.68K +85 +3%
AIM
623
Alhambra Investment Management
Florida
$322K +$322K +2,826 New
VCM
624
Vigilant Capital Management
Maine
$321K +$9.68K +85 +3%
AP
625
Adero Partners
California
$321K +$321K +2,815 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.