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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
SC
751
Stratford Consulting
Texas
$51K +$50.6K +444 New
FA
752
Faithward Advisors
Pennsylvania
$51K +$50.7K +445 New
SIAS
753
Shine Investment Advisory Services
Colorado
$50K
CHA
754
Carmichael Hill & Associates
Maryland
$47K +$46.7K +410 New
CAAS
755
Capital Asset Advisory Services
Michigan
$46K -$155K -1,363 -77%
LWM
756
Liberty Wealth Management
California
$45K +$114 +1 +0.3%
FCMT
757
Founders Capital Management (Texas)
Texas
$44K
QCG
758
Quadrant Capital Group
Ohio
$42K +$42.5K +373 New
PA
759
PSI Advisors
Florida
$42K +$42.7K +375 New
JPLA
760
Joseph P. Lucia & Associates
New York
$41K
TA
761
TFG Advisers
Michigan
$40K +$40.1K +352 New
BCA
762
Bray Capital Advisors
Florida
$38K
ClearBridge Investments
763
ClearBridge Investments
New York
$38K
BW
764
Bison Wealth
Georgia
$38K +$38.2K +335 New
ACA
765
Aptus Capital Advisors
Alabama
$36K
BCV
766
Banque Cantonale Vaudoise
Switzerland
$36K +$36.5K +320 New
FCM
767
Firestone Capital Management
Florida
$36K +$36.5K +320 New
BWA
768
BDO Wealth Advisors
Florida
$35K +$228 +2 +0.6%
SQA
769
Simon Quick Advisors
New Jersey
$29K -$2.28K -20 -7%
BC
770
Belmont Capital
California
$28K +$28.5K +250 New
IF
771
Ironwood Financial
Arizona
$27K
HWA
772
HCR Wealth Advisors
California
$25K +$24.8K +218 New
S
773
SignatureFD
Georgia
$23K -$96.7K -849 -81%
BWM
774
Baystate Wealth Management
Massachusetts
$23K
CTC
775
Central Trust Company
Missouri
$21K

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.