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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
TCM
76
TD Capital Management
Tennessee
$15.6M +$11.8M +103,930 +316%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$15.1M +$99.2K +871 +0.7%
AWM
78
AE Wealth Management
Kansas
$15.1M +$4.78M +41,929 +46%
LS
79
Liquid Strategies
Georgia
$15.1M +$15.1M +132,344 New
William Blair & Company
80
William Blair & Company
Illinois
$14.5M +$557K +4,893 +4%
CCM
81
Coldstream Capital Management
Washington
$14.4M -$12.8M -112,363 -47%
FT
82
Fiduciary Trust
Massachusetts
$14.2M +$162K +1,420 +1%
BWM
83
Bernicke Wealth Management
Wisconsin
$14M +$700K +6,148 +5%
MWM
84
Mission Wealth Management
California
$13.8M +$651K +5,719 +5%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$13.8M
LPT
86
Legacy Private Trust
Wisconsin
$13.7M +$11.4K +100 +0.1%
Renaissance Technologies
87
Renaissance Technologies
New York
$13.6M +$9.22M +80,919 +212%
BFG
88
Barber Financial Group
Kansas
$13.2M +$684K +6,005 +5%
WSTAM
89
Wilbanks Smith & Thomas Asset Management
Virginia
$12.7M -$740K -6,496 -5%
WCM
90
Wealthcare Capital Management
Virginia
$12.6M -$1.57M -13,756 -11%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$12.2M +$9.78M +85,866 +407%
SS
92
Simplicity Solutions
Minnesota
$12M +$2.22M +19,490 +23%
AG
93
Advisor Group
Arizona
$11.7M +$830K +7,288 +8%
IC
94
Inscription Capital
Texas
$11.7M +$40.2K +353 +0.3%
HCC
95
Hirtle Callaghan & Co
Pennsylvania
$11.7M
CDIA
96
Capital Directions Investment Advisors
Georgia
$11.6M -$186K -1,631 -2%
Jones Financial Companies
97
Jones Financial Companies
Missouri
$11.6M +$1.27M +11,188 +12%
PRWA
98
Platte River Wealth Advisors
Colorado
$11.3M +$11.2M +97,963 New
HFS
99
HBC Financial Services
Washington
$11.3M +$11.2M +98,293 New
Bessemer Group
100
Bessemer Group
New Jersey
$11.2M +$8.09M +71,052 +258%

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.