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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
GLLW
126
Graves Light Lenhart Wealth
Virginia
$8.66M +$1.02K +9 +0%
CISOA
127
Capital Investment Services of America
Wisconsin
$8.63M -$39.9K -350 -0.5%
IA
128
Independence Advisors
Pennsylvania
$8.63M -$26.5K -233 -0.3%
SPP
129
Single Point Partners
Massachusetts
$8.38M +$8.38M +73,537 New
FAAM
130
First Ascent Asset Management
Colorado
$8.15M +$8.15M +71,548 New
HIM
131
HawsGoodwin Investment Management
Tennessee
$8.05M +$8.06M +70,717 New
IA
132
IFG Advisors
Missouri
$7.85M +$3.45M +30,319 +78%
Comerica Bank
133
Comerica Bank
Texas
$7.82M +$1.39M +12,191 +22%
AIP
134
Ameritas Investment Partners
Nebraska
$7.7M +$3.64M +31,986 +90%
CCG
135
Cypress Capital Group
Florida
$7.61M +$455K +3,996 +6%
FCBT
136
First Citizens Bank & Trust
North Carolina
$7.6M +$51.8K +455 +0.7%
BSWM
137
Boston Standard Wealth Management
Massachusetts
$7.47M +$181K +1,591 +2%
SF
138
Synovus Financial
Georgia
$7.33M -$903K -7,930 -11%
IWC
139
Integrated Wealth Concepts
Massachusetts
$7.32M +$2.62M +22,971 +56%
3AM
140
3D Asset Management
Connecticut
$7.23M +$16.6K +146 +0.2%
HI
141
Hudock Inc
Pennsylvania
$7.16M +$331K +2,910 +5%
LP
142
LGL Partners
Pennsylvania
$7.15M +$714K +6,264 +11%
HWA
143
Heartwood Wealth Advisors
Virginia
$7.12M +$7.12M +62,496 New
CTA
144
Chesley Taft & Associates
Illinois
$7.11M +$133K +1,165 +2%
IAN
145
Integrated Advisors Network
Texas
$6.92M +$6.92M +60,714 New
EFL
146
ERn Financial LLC
Wisconsin
$6.9M +$85.2K +748 +1%
Millennium Management
147
Millennium Management
New York
$6.8M +$3.18M +27,953 +88%
SPC
148
Sigma Planning Corp
Michigan
$6.74M +$240K +2,108 +4%
RMC
149
Regis Management Company
California
$6.7M -$14.1K -124 -0.2%
MWA
150
Martel Wealth Advisors
Washington
$6.66M +$43.4K +381 +0.7%

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.