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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
Wolverine Trading
676
Wolverine Trading
Illinois
$240K +$240K +2,105 New
TNB
677
TCF National Bank
South Dakota
$238K +$28.5K +250 +14%
BHWA
678
Beacon Harbor Wealth Advisors
Virginia
$236K
CWAF
679
Core Wealth Advisors (Florida)
Florida
$234K +$234K +2,050 New
LHC
680
Little House Capital
Massachusetts
$231K +$13K +114 +6%
NC
681
NovaPoint Capital
Georgia
$228K +$228K +2,005 New
IF
682
IRON Financial
Illinois
$226K +$226K +1,981 New
BO
683
Bank OZK
Arkansas
$226K +$226K +1,988 New
DIP
684
DT Investment Partners
Pennsylvania
$225K +$24.3K +213 +12%
SMC
685
Smith, Moore & Co
Missouri
$224K +$5.7K +50 +3%
Simplex Trading
686
Simplex Trading
Illinois
$221K -$51.8K -455 -19%
LFA
687
Legacy Financial Advisors
Kentucky
$221K +$6.95K +61 +3%
HS
688
Horan Securities
United States
$219K +$342 +3 +0.2%
RG
689
Retirement Group
California
$219K +$219K +1,923 New
EIA
690
Eldridge Investment Advisors
New Hampshire
$219K +$219K +1,925 New
CWM
691
Centric Wealth Management
Illinois
$217K +$1.37K +12 +0.6%
CCM
692
Cutler Capital Management
Massachusetts
$216K +$216K +1,900 New
VWA
693
Visionary Wealth Advisors
Illinois
$215K +$215K +1,888 New
CB
694
Community Bank
New York
$214K
VWA
695
V Wealth Advisors
Kansas
$214K
TSS
696
Two Sigma Securities
New York
$214K +$214K +1,879 New
AWA
697
ARS Wealth Advisors
Florida
$213K +$213K +1,871 New
IC
698
IEQ Capital
California
$212K +$212K +1,859 New
NAS
699
Nicolet Advisory Services
Wisconsin
$211K
SBH
700
Segall Bryant & Hamill
Illinois
$210K

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.