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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
CAG
701
Csenge Advisory Group
Florida
$210K +$210K +1,845 New
CCMG
702
Clark Capital Management Group
Pennsylvania
$207K +$207K +1,821 New
Brown Advisory
703
Brown Advisory
Maryland
$203K -$140K -1,228 -41%
MIM
704
Macroview Investment Management
Maryland
$203K +$23.8K +209 +13%
TCB
705
Texas Capital Bancshares
Texas
$202K +$202K +1,776 New
SWM
706
Sculati Wealth Management
Michigan
$201K +$201K +1,766 New
BF
707
BOK Financial
Oklahoma
$200K -$57.2K -502 -22%
BFA
708
Beacon Financial Advisory
Ohio
$200K +$201K +1,763 New
KBFS
709
Kohmann Bosshard Financial Services
Ohio
$163K
AWM
710
AllSquare Wealth Management
New York
$156K
SFC
711
SYM Financial Corp
Indiana
$156K
AAMA
712
Advanced Asset Management Advisors
Ohio
$154K +$154K +1,350 New
IWP
713
IAG Wealth Partners
Wisconsin
$153K +$152K +1,337 New
AA
714
Argent Advisors
Louisiana
$151K +$151K +1,327 New
CFG
715
Citizens Financial Group
Rhode Island
$149K
SCA
716
Stonebridge Capital Advisors
Minnesota
$143K -$37.6K -330 -21%
TT
717
TI-Trust
Illinois
$142K +$142K +1,250 New
TFA
718
Toth Financial Advisory
Virginia
$135K -$5.13K -45 -4%
TWA
719
TCI Wealth Advisors
Arizona
$132K -$1.37K -12 -1%
AIC
720
Ameritas Investment Company
Nebraska
$126K +$24.1K +212 +24%
MAM
721
Meeder Asset Management
Ohio
$125K
VCP
722
Verus Capital Partners
Arizona
$124K +$123K +1,084 New
TI
723
tru Independence
Oregon
$118K +$119K +1,048 New
DI
724
Disciplined Investments
Oklahoma
$115K +$115K +1,006 New
1IA
725
1834 Investment Advisors
Wisconsin
$114K

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.