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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
Prudential Financial
151
Prudential Financial
New Jersey
$4.9M +$1.46M +13,078 +43%
HW
152
Hancock Whitney
Mississippi
$4.9M -$5.37K -48 -0.1%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$4.8M +$102K +911 +2%
AllianceBernstein
154
AllianceBernstein
Tennessee
$4.67M +$982K +8,768 +27%
G
155
GenTrust
Florida
$4.67M
BCM
156
Brookstone Capital Management
Illinois
$4.67M +$3.59M +32,033 +348%
FCIM
157
Fairview Capital Investment Management
California
$4.62M
WCM
158
Wildcat Capital Management
New York
$4.58M +$4.55M +40,600 New
OIWM
159
OptiFour Integrated Wealth Management
Virginia
$4.54M -$116K -1,036 -3%
SHGA
160
Sand Hill Global Advisors
California
$4.5M -$682K -6,094 -13%
MI
161
Moneywise Inc
Virginia
$4.47M -$889K -7,942 -17%
SBL
162
Sargent Bickham Lagudis
Colorado
$4.45M -$451K -4,030 -9%
GC
163
Garde Capital
Washington
$4.4M -$247K -2,205 -5%
BFA
164
Beaumont Financial Advisors
Massachusetts
$4.39M -$127K -1,137 -3%
PCMC
165
Paragon Capital Management (Colorado)
Colorado
$4.36M +$25.2K +225 +0.6%
CCM
166
Colorado Capital Management
Colorado
$4.33M -$275K -2,454 -6%
BFO
167
Biltmore Family Office
North Carolina
$4.26M -$183K -1,630 -4%
Squarepoint
168
Squarepoint
New York
$4.23M -$870K -7,770 -17%
JIR
169
James Investment Research
Ohio
$4.17M -$6.16K -55 -0.1%
HIM
170
Hanlon Investment Management
New Jersey
$4.13M -$789K -7,045 -16%
NFP
171
Narus Financial Partners
Utah
$4.02M +$3.98M +35,546 New
FWM
172
Fairhaven Wealth Management
Illinois
$3.99M -$158K -1,411 -4%
AIP
173
Ameritas Investment Partners
Nebraska
$3.97M +$43.3K +387 +1%
RTC
174
Riverview Trust Company
Washington
$3.92M -$85.4K -763 -2%
CAN
175
Cetera Advisor Networks
California
$3.9M +$737K +6,586 +24%

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.