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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
AOWM
626
Alpha Omega Wealth Management
Virginia
$23K
BWM
627
Baystate Wealth Management
Massachusetts
$23K
Northern Trust
628
Northern Trust
Illinois
$23K +$282K +2,517 +14%
LWM
629
Liberty Wealth Management
California
$22K +$10.6K +95 +94%
PCA
630
Providence Capital Advisors
North Carolina
$21K
CTC
631
Central Trust Company
Missouri
$20K -$11.2K -100 -36%
MWM
632
Merriman Wealth Management
Washington
$16.1K -$11.1K -99 -0.7%
SQA
633
Simon Quick Advisors
New Jersey
$14.9K +$1.46K +13 +11%
TFGT
634
TS Financial Group (TSFG)
Illinois
$11K
S
635
SignatureFD
Georgia
$11K +$7.73K +69 +246%
AIA
636
Armor Investment Advisors
North Carolina
$10K
HI
637
Human Investing
Oregon
$10K
TFA
638
Transamerica Financial Advisors
Florida
$10K +$9.4K +84 New
BEI
639
Benjamin Edwards Inc
Missouri
$7K +$6.83K +61 New
FCH
640
Freestone Capital Holdings
Washington
$6.12K +$60.2K +538 +1%
GWMIA
641
Global Wealth Management Investment Advisory
Florida
$6K
PWMG
642
Prestige Wealth Management Group
New Jersey
$6K
MWM
643
Meridian Wealth Management
Kentucky
$5.08K
FMII
644
Farmers & Merchants Investments Inc
Nebraska
$5K +$4.93K +44 New
GEA
645
Glen Eagle Advisors
New Jersey
$3.39K
PWP
646
Personal Wealth Partners
Minnesota
$2K +$2.24K +20 New
BRWM
647
B. Riley Wealth Management
Tennessee
$1.12K
ADL
648
Asset Dedication LLC
California
$1K +$560 +5 New
DZ Bank
649
DZ Bank
Germany
$1K +$3.02K +27 New
WIM
650
Westside Investment Management
California
$998 +$988K +8,827 New

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.