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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
MWA
126
Martel Wealth Advisors
Washington
$6.86M +$45K +402 +0.7%
BSWM
127
Boston Standard Wealth Management
Massachusetts
$6.83M +$480K +4,288 +8%
CTA
128
Chesley Taft & Associates
Illinois
$6.78M -$4.48K -40 -0.1%
EFL
129
ERn Financial LLC
Wisconsin
$6.77M -$11.1K -99 -0.2%
HI
130
Hudock Inc
Pennsylvania
$6.69M +$227K +2,029 +4%
ACM
131
AUA Capital Management
Pennsylvania
$6.69M +$503K +4,492 +8%
WP
132
WealthSource Partners
California
$6.64M -$54.4K -486 -0.8%
LP
133
LGL Partners
Pennsylvania
$6.59M -$721K -6,440 -10%
MMA
134
Miracle Mile Advisors
California
$6.41M +$306K +2,735 +5%
CCM
135
Condor Capital Management
New Jersey
$6.38M -$111K -993 -2%
FSC
136
Full Sail Capital
Oklahoma
$6.37M +$1.31M +11,705 +27%
PIMG
137
Patriot Investment Management Group
Tennessee
$6.22M +$587K +5,247 +11%
EPM
138
Elm Partners Management
Pennsylvania
$6.17M +$634K +5,666 +12%
Principal Financial Group
139
Principal Financial Group
Iowa
$5.57M -$708K -6,320 -11%
Comerica Bank
140
Comerica Bank
Texas
$5.42M +$443K +3,954 +9%
BCI
141
Brinker Capital Investments
Pennsylvania
$5.29M -$158K -1,411 -3%
SIM
142
Sadoff Investment Management
Wisconsin
$5.24M
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$5.18M +$2.78M +24,788 +118%
RA
144
Riversedge Advisors
Delaware
$5.12M +$4.98M +44,439 New
SPC
145
Sigma Planning Corp
Michigan
$5.11M +$438K +3,908 +9%
Baird Financial Group
146
Baird Financial Group
Wisconsin
$5.1M +$1.59M +14,162 +46%
BOPW
147
Brandywine Oak Private Wealth
Pennsylvania
$5.04M +$254K +2,271 +5%
LRIA
148
Leonard Rickey Investment Advisors
Washington
$5.04M +$91K +813 +2%
EWM
149
Endurance Wealth Management
Rhode Island
$4.97M
EBT
150
Enterprise Bank & Trust
Massachusetts
$4.91M

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.