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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
PCA
776
Providence Capital Advisors
North Carolina
$21K
VNA
777
Valley National Advisers
Pennsylvania
$21K +$20.6K +181 New
TWP
778
TFO Wealth Partners
Ohio
$21K +$21.1K +185 New
AF
779
Affiance Financial
Minnesota
$21K +$21.4K +188 New
Northern Trust
780
Northern Trust
Illinois
$19K -$1.24M -10,858 -39%
CYG
781
Clean Yield Group
Vermont
$18K +$18K +158 New
JAWM
782
J. Arnold Wealth Management
Ohio
$17K +$17.2K +151 New
TFS
783
TrustCore Financial Services
Tennessee
$16K +$15.6K +137 New
KPW
784
Kore Private Wealth
New York
$15K +$14.6K +128 New
RWB
785
RMR Wealth Builders
New Jersey
$15K +$14.8K +130 New
DC
786
DeDora Capital
California
$14K +$13.9K +122 New
LGWM
787
Litman Gregory Wealth Management
California
$13K +$10.1K +89 +424%
SIS
788
Sound Income Strategies
Florida
$12K -$54.1K -475 -81%
TFGT
789
TS Financial Group (TSFG)
Illinois
$11K
PP
790
Pacifica Partners
Canada
$11K +$11.4K +100 New
BHWM
791
Bay Harbor Wealth Management
Maryland
$10K -$127K -1,112 -93%
HI
792
Human Investing
Oregon
$10K
EWM
793
Edge Wealth Management
New York
$6K
PWMG
794
Prestige Wealth Management Group
New Jersey
$6K +$114 +1 +2%
FCH
795
Freestone Capital Holdings
Washington
$5.73K -$262K -2,297 -4%
FMII
796
Farmers & Merchants Investments Inc
Nebraska
$5K
WWM
797
Willingdon Wealth Management
North Carolina
$4K +$3.53K +31 New
GEA
798
Glen Eagle Advisors
New Jersey
$3.42K
WQ
799
Wealth Quarterback
New Jersey
$3.19K +$3.19K +28 New
PWP
800
Personal Wealth Partners
Minnesota
$2K

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.