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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
KC
651
Kingfisher Capital
North Carolina
$265K +$2.05K +18 +0.8%
TCPWM
652
Traverso Chambers Private Wealth Management
California
$264K
CHAM
653
Clear Harbor Asset Management
Connecticut
$261K -$63K -553 -19%
WA
654
WBH Advisory
Maryland
$261K
DI
655
DFPG Investments
Utah
$260K +$20K +176 +8%
PG
656
Prostatis Group
Maryland
$259K +$259K +2,270 New
STB
657
S&T Bank
Pennsylvania
$258K +$258K +2,262 New
WC
658
Whitney & Co
New York
$258K +$258K +2,268 New
ST
659
Smithfield Trust
Pennsylvania
$257K
MPWT
660
MassMutual Private Wealth & Trust
Connecticut
$257K +$108K +944 +72%
HFM
661
Hartford Financial Management
Connecticut
$256K -$38.7K -340 -13%
HPC
662
HM Payson & Co
Maine
$256K
RPWA
663
Regent Peak Wealth Advisors
Georgia
$256K +$256K +2,251 New
LPWM
664
Lake Point Wealth Management
Texas
$255K +$255K +2,241 New
VCM
665
Vivaldi Capital Management
Illinois
$252K
FUBT
666
First United Bank & Trust
Maryland
$251K
KFA
667
Kelleher Financial Advisors
New York
$251K
WCG
668
Weaver Consulting Group
California
$250K
IP
669
Intellectus Partners
California
$250K +$250K +2,193 New
FAT
670
First American Trust
California
$248K +$248K +2,179 New
SFPM
671
Sensible Financial Planning & Management
Massachusetts
$247K
RC
672
Rovin Capital
Arizona
$247K +$247K +2,167 New
CFS
673
CRA Financial Services
New Jersey
$246K +$27.5K +241 +13%
JWS
674
Juncture Wealth Strategies
Arizona
$246K +$246K +2,160 New
GWMIA
675
Global Wealth Management Investment Advisory
Florida
$240K

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.