We are live on ! Find out more
MUB icon

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
Natixis Advisors
101
Natixis Advisors
Massachusetts
$9.53M +$2.84M +25,331 +43%
CB
102
Commerce Bank
Missouri
$9.49M -$286K -2,556 -3%
BAC
103
Boys Arnold & Co
North Carolina
$9.46M +$724K +6,467 +8%
SC
104
Slow Capital
California
$9.34M -$567K -5,063 -6%
Jones Financial Companies
105
Jones Financial Companies
Missouri
$9.24M -$244K -2,176 -3%
Financial Engines Advisors
106
Financial Engines Advisors
California
$9.05M +$1.35M +12,023 +18%
FAAS
107
First Allied Advisory Services
California
$9.05M +$1.41M +12,636 +19%
AWM
108
AE Wealth Management
Kansas
$9.05M +$5.92M +52,871 +195%
SP
109
Symmetry Partners
Connecticut
$8.79M -$163K -1,457 -2%
CFMC
110
Curbstone Financial Management Corp
New Hampshire
$8.78M +$745K +6,650 +9%
SS
111
Simplicity Solutions
Minnesota
$8.72M +$5M +44,664 +137%
IA
112
Independence Advisors
Pennsylvania
$8.7M -$140K -1,247 -2%
FIA
113
Foundations Investment Advisors
Arizona
$8.69M +$8.61M +76,856 New
CISOA
114
Capital Investment Services of America
Wisconsin
$8.61M -$44.8K -400 -0.5%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$8.59M +$153K +1,369 +2%
AFG
116
Arkansas Financial Group
Arkansas
$8.56M +$390K +3,482 +5%
GLLW
117
Graves Light Lenhart Wealth
Virginia
$8.49M +$299K +2,668 +4%
RMC
118
Regis Management Company
California
$8.38M -$8.16M -72,861 -50%
AC
119
Alley Company
Illinois
$8.11M +$301K +2,686 +4%
EWM
120
Empirical Wealth Management
Washington
$7.8M -$148K -1,319 -2%
GIM
121
Greenwich Investment Management
Connecticut
$7.47M +$1.33M +11,894 +22%
FCBT
122
First Citizens Bank & Trust
North Carolina
$7.44M -$221K -1,974 -3%
3AM
123
3D Asset Management
Connecticut
$7.35M -$4M -35,694 -35%
SF
124
Synovus Financial
Georgia
$7M +$467K +4,170 +7%
CCG
125
Cypress Capital Group
Florida
$7M +$185K +1,649 +3%

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.