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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
M&T Bank
76
M&T Bank
New York
$12.9M +$9.99M +91,101 +359%
CAM
77
Caprin Asset Management
Virginia
$12.8M +$11.7M +106,576 +1,188%
MIM
78
MetLife Investment Management
New Jersey
$12.8M +$3.73M +34,000 +42%
MWM
79
Mission Wealth Management
California
$12.5M -$2.59M -23,576 -17%
CDIA
80
Capital Directions Investment Advisors
Georgia
$12.4M +$430K +3,923 +4%
BWM
81
Bernicke Wealth Management
Wisconsin
$12.1M +$520K +4,744 +5%
William Blair & Company
82
William Blair & Company
Illinois
$11.6M +$783K +7,141 +7%
BTS
83
BB&T Securities
Virginia
$11.5M -$4.07M -37,093 -26%
B
84
Bailard
California
$11.2M +$4.81M +43,835 +77%
3AM
85
3D Asset Management
Connecticut
$11.2M -$257K -2,348 -2%
CI
86
CX Institutional
Indiana
$11.1M -$595K -5,429 -5%
JWA
87
JFS Wealth Advisors
Pennsylvania
$10.9M -$994K -9,063 -8%
TCM
88
Towercrest Capital Management
Pennsylvania
$10.7M -$24.3K -222 -0.2%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$10.7M +$5.66M +51,582 +116%
SPIA
90
Steward Partners Investment Advisory
New York
$10.5M -$1.8M -16,399 -15%
IWP
91
Icon Wealth Partners
Texas
$10M +$2.41M +21,979 +32%
SC
92
Slow Capital
California
$9.74M +$1.55M +14,176 +19%
CB
93
Commerce Bank
Missouri
$9.62M -$1.23M -11,195 -11%
CCA
94
Clearwater Capital Advisors
Illinois
$9.49M +$2.22M +20,250 +31%
SB
95
Suntrust Banks
Georgia
$9.47M -$2.92M -26,667 -24%
Jones Financial Companies
96
Jones Financial Companies
Missouri
$9.33M +$2.45M +22,315 +36%
AG
97
Advisor Group
Arizona
$9.3M +$1.43M +13,035 +18%
HCM
98
Hengehold Capital Management
Ohio
$9M +$8.88M +80,963 New
SP
99
Symmetry Partners
Connecticut
$8.8M +$2.09M +19,022 +32%
IA
100
Independence Advisors
Pennsylvania
$8.69M -$37.8K -345 -0.4%

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.