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iShares National Muni Bond ETF

648 hedge funds and large institutions have $9.49B invested in iShares National Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 279 increasing their positions, 185 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 37

51% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 185

5% more funds holding

Funds holding: 616648 (+32)

4% more funds holding in top 10

Funds holding in top 10: 5052 (+2)

5% more capital invested

Capital invested by funds: $9.05B → $9.49B (+$445M)

0.7% less ownership

Funds ownership: 73.39%72.69% (-0.7%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.35M

Holders
648
Holders Change
+32
Holders Change %
+5.19%
% of All Funds
14.07%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.13%
New
74
Increased
279
Reduced
185
Closed
37
Calls
Puts
$1.35M
Net Calls
-$1.35M
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
76
Inscription Capital
Texas
$13.3M -$1.63M -14,534 -11%
B
77
Bailard
California
$13.3M +$1.86M +16,646 +17%
Deutsche Bank
78
Deutsche Bank
Germany
$12.7M -$1.62M -14,481 -11%
MWM
79
Mission Wealth Management
California
$12.7M -$89.2K -797 -0.7%
M&T Bank
80
M&T Bank
New York
$12.6M -$601K -5,365 -5%
BWM
81
Bernicke Wealth Management
Wisconsin
$12.4M +$7.73K +69 +0.1%
William Blair & Company
82
William Blair & Company
Illinois
$12.2M +$463K +4,138 +4%
BTS
83
BB&T Securities
Virginia
$12.2M +$506K +4,518 +4%
CDIA
84
Capital Directions Investment Advisors
Georgia
$11.9M -$716K -6,395 -6%
CI
85
CX Institutional
Indiana
$11.4M +$185K +1,651 +2%
PI
86
PFS Investments
Georgia
$11.3M +$3.57M +31,927 +47%
JWA
87
JFS Wealth Advisors
Pennsylvania
$11M -$91K -813 -0.8%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$10.4M -$392K -3,502 -4%
WANY
89
Wealthspire Advisors (New York)
New York
$10.4M +$2.14M +19,096 +26%
TCM
90
Towercrest Capital Management
Pennsylvania
$10.4M -$503K -4,491 -5%
CS
91
Credit Suisse
Switzerland
$10.3M +$10.2M +91,500 New
CAL
92
Capital Analysts LLC
Pennsylvania
$10.3M +$2M +17,886 +24%
FCC
93
Florin Court Capital
United Kingdom
$10.1M -$5.06M -45,200 -34%
CCA
94
Clearwater Capital Advisors
Illinois
$10.1M +$409K +3,655 +4%
MML Investors Services
95
MML Investors Services
Massachusetts
$9.94M +$1.17M +10,448 +13%
BFG
96
Barber Financial Group
Kansas
$9.88M -$5.61M -50,076 -36%
SPIA
97
Steward Partners Investment Advisory
New York
$9.85M -$835K -7,460 -8%
SB
98
Suntrust Banks
Georgia
$9.79M +$156K +1,393 +2%
AG
99
Advisor Group
Arizona
$9.75M +$288K +2,571 +3%
Renaissance Technologies
100
Renaissance Technologies
New York
$9.62M +$3.05M +27,218 +47%

MUB Hedge Fund Activity: Q2 2019 in Review

648 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q2 2019, worth a combined $9.49B — up 4.9% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new MUB positions and 37 closed out — a net gain of 37 holders — while 279 added to existing stakes and 185 trimmed.

The largest buyer was Wells Fargo, adding an estimated $223M. The largest seller was BlackRock, cutting an estimated $341M.

  • 648 institutional investors held iShares National Muni Bond ETF (MUB) as of Q2 2019, up from 616 in Q1 2019.
  • Funds reported $9.49B of iShares National Muni Bond ETF stock for Q2 2019, up 4.9% quarter-over-quarter.
  • 74 funds opened new iShares National Muni Bond ETF positions in Q2 2019 and 37 closed out, a net change of +37 holders.
  • The largest iShares National Muni Bond ETF buyer in Q2 2019 was Wells Fargo, an estimated $223M added.
  • The largest iShares National Muni Bond ETF seller in Q2 2019 was BlackRock, an estimated $341M sold.

Based on aggregated 13F filings for Q2 2019.