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iShares National Muni Bond ETF

616 hedge funds and large institutions have $9.05B invested in iShares National Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 272 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 44

49% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 182

3% more funds holding

Funds holding: 597616 (+19)

3% more capital invested

Capital invested by funds: $8.76B → $9.05B (+$284M)

0.39% more ownership

Funds ownership: 73%73.39% (+0.39%)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.26M

Holders
616
Holders Change
+19
Holders Change %
+3.18%
% of All Funds
13.33%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
1.08%
New
73
Increased
272
Reduced
182
Closed
44
Calls
Puts
$3.26M
Net Calls
-$3.26M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$19.5M +$3.09M +28,188 +19%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$19.4M -$7.06M -64,387 -27%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$19.2M +$18.9M +172,616 New
CWM
54
Cahaba Wealth Management
Georgia
$17.9M +$1.31M +11,961 +8%
HNB
55
Huntington National Bank
Ohio
$17.9M
AF
56
Allworth Financial
California
$17.4M +$1.11M +10,077 +7%
PAG
57
Private Advisor Group
New Jersey
$16.8M -$4.07M -37,126 -20%
RMC
58
Regis Management Company
California
$16.3M +$7.96M +72,550 +98%
FT
59
Fiduciary Trust
Massachusetts
$16.3M +$14.1M +128,521 +703%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$16.3M -$4.75M -43,282 -23%
OCM
61
One Capital Management
California
$16.3M +$2.04M +18,631 +15%
SG Americas Securities
62
SG Americas Securities
New York
$16M +$13.5M +123,476 +613%
HighTower Advisors
63
HighTower Advisors
Illinois
$15.9M -$654K -5,965 -4%
BFG
64
Barber Financial Group
Kansas
$15.3M +$5.89M +53,727 +64%
FCC
65
Florin Court Capital
United Kingdom
$14.9M -$4.96M -45,200 -25%
IC
66
Inscription Capital
Texas
$14.6M -$514K -4,684 -3%
LPT
67
Legacy Private Trust
Wisconsin
$14.2M +$899K +8,200 +7%
Stifel Financial
68
Stifel Financial
Missouri
$14.2M +$3.82M +34,803 +37%
Deutsche Bank
69
Deutsche Bank
Germany
$14.1M +$128K +1,169 +0.9%
RFC
70
Regions Financial Corp
Alabama
$14.1M +$1.55M +14,177 +13%
Barclays
71
Barclays
United Kingdom
$13.8M +$6.7M +61,126 +97%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$13.8M +$12.5M +114,334 +3,786%
WCM
73
Wealthcare Capital Management
Virginia
$13.6M +$37.2K +339 +0.3%
MIS
74
Morningstar Investment Services
Illinois
$13.5M +$634K +5,784 +5%
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
$13.2M -$145K -1,326 -1%

MUB Hedge Fund Activity: Q1 2019 in Review

616 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q1 2019, worth a combined $9.05B — up 3.2% from $8.76B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new MUB positions and 44 closed out — a net gain of 29 holders — while 272 added to existing stakes and 182 trimmed.

The largest buyer was BlackRock, adding an estimated $440M. The largest seller was Bank of America, cutting an estimated $535M.

  • 616 institutional investors held iShares National Muni Bond ETF (MUB) as of Q1 2019, up from 597 in Q4 2018.
  • Funds reported $9.05B of iShares National Muni Bond ETF stock for Q1 2019, up 3.2% quarter-over-quarter.
  • 73 funds opened new iShares National Muni Bond ETF positions in Q1 2019 and 44 closed out, a net change of +29 holders.
  • The largest iShares National Muni Bond ETF buyer in Q1 2019 was BlackRock, an estimated $440M added.
  • The largest iShares National Muni Bond ETF seller in Q1 2019 was Bank of America, an estimated $535M sold.

Based on aggregated 13F filings for Q1 2019.