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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
LHC
651
Little House Capital
Massachusetts
$218
UB
652
UMB Bank
Missouri
$212
PFG
653
Piershale Financial Group
Illinois
-$21.7M -194,725 Closed
MIM
654
MetLife Investment Management
New Jersey
-$12.8M -115,250 Closed
T. Rowe Price Associates
655
T. Rowe Price Associates
Maryland
-$6.56M -59,028 Closed
TC
656
Trilogy Capital
California
-$5.74M -51,621 Closed
PAS
657
Park Avenue Securities
New York
-$3.52M -31,786 Closed
OWD
658
Osborn Williams & Donohoe
Ohio
-$2.14M -19,272 Closed
PFA
659
Pinnacle Family Advisors
Missouri
-$1.91M -17,182 Closed
APCM
660
Alaska Permanent Capital Management
Alaska
-$1.63M -14,652 Closed
HFP
661
Holistic Financial Partners
Indiana
-$1.27M -11,441 Closed
Neuberger Berman Group
662
Neuberger Berman Group
New York
-$939K -8,446 Closed
MHS
663
M Holdings Securities
Oregon
-$678K -6,099 Closed
NEAM
664
New England Asset Management
Connecticut
-$667K -6,000 Closed
DBRC
665
D.B. Root & Company
Pennsylvania
-$583K -5,240 Closed
TSS
666
Two Sigma Securities
New York
-$478K -4,297 Closed
BAM
667
Berkshire Asset Management
Pennsylvania
-$417K -3,750 Closed
Wolverine Trading
668
Wolverine Trading
Illinois
-$402K -3,590 Closed
BF
669
BOK Financial
Oklahoma
-$369K -3,318 Closed
JWS
670
Juncture Wealth Strategies
Arizona
-$298K -2,677 Closed
GG
671
Gofen & Glossberg
Illinois
-$286K -2,570 Closed
VCM
672
Virtue Capital Management
Tennessee
-$255K -2,294 Closed
EIA
673
Eldridge Investment Advisors
New Hampshire
-$250K -2,250 Closed
LNB
674
Ledyard National Bank
-$236K -2,128 Closed
GC
675
Grimes & Company
Massachusetts
-$217K -1,952 Closed

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.