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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
NAM
626
NorthCoast Asset Management
Connecticut
-$2.35M -21,595 Closed
NFG
627
Next Financial Group
Texas
-$1.89M -17,353 Closed
RMA
628
Roffman Miller Associates
Pennsylvania
-$1.42M -13,038 Closed
PCA
629
Personal Capital Advisors
California
-$1.29M -11,812 Closed
BDF
630
Balasa Dinverno & Foltz
-$1.27M -11,641 Closed
CCM
631
Crabel Capital Management
California
-$907K -8,318 Closed
JIP
632
Jaffetilchin Investment Partners
Florida
-$891K -8,174 Closed
BAS
633
Brown Advisory Securities
Maryland
-$887K -8,128 Closed
QAM
634
Questar Asset Management
Minnesota
-$809K -7,417 Closed
CWM
635
Calamos Wealth Management
Illinois
-$706K -6,475 Closed
PWPS
636
Pinnacle Wealth Planning Services
Ohio
-$680K -6,239 Closed
SCC
637
Spring Creek Capital
Kansas
-$549K -5,032 Closed
FA
638
Fiducient Advisors
Illinois
-$534K -4,897 Closed
BAM
639
Belpointe Asset Management
Nevada
-$505K -4,631 Closed
RCA
640
Rowland Carmichael Advisors
Arizona
-$499K -4,580 Closed
BWP
641
Bernardo Wealth Planning
Pennsylvania
-$465K -4,263 Closed
BAAM
642
Baker Avenue Asset Management
California
-$438K -4,020 Closed
Parallax Volatility Advisers
643
Parallax Volatility Advisers
California
-$391K -3,570 -100%
MWA
644
MFA Wealth Advisors
Pennsylvania
-$314K -2,873 Closed
CWM
645
CMH Wealth Management
New Hampshire
-$304K -2,790 Closed
F
646
F3Logic
Minnesota
-$304K -2,781 Closed
CWM
647
Connecticut Wealth Management
Connecticut
-$286K -2,624 Closed
SIM
648
Sterling Investment Management
Arizona
-$246K -2,258 Closed
BCM
649
Brasada Capital Management
Texas
-$234K -2,147 Closed
MOS
650
MGO One Seven
Ohio
-$233K -2,142 Closed

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.