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iShares National Muni Bond ETF

842 hedge funds and large institutions have $12.6B invested in iShares National Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 363 increasing their positions, 246 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $217M | Put options by funds: $53.6M

48% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 246

46% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 69

16% more capital invested

Capital invested by funds: $10.9B → $12.6B (+$1.71B)

3% more funds holding

Funds holding: 817842 (+25)

1.92% more ownership

Funds ownership: 70.66%72.58% (+1.9%)

2% less funds holding in top 10

Funds holding in top 10: 8785 (-2)

Holders
842
Holders Change
+25
Holders Change %
+3.06%
% of All Funds
17.26%
Holding in Top 10
85
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.3%
% of All Funds
1.74%
New
101
Increased
363
Reduced
246
Closed
69
Calls
$217M
Puts
$53.6M
Net Calls
+$164M
Net Calls Change
+$176M
Name Holding Trade Value Shares
Change
Change in
Stake
FAAM
151
First Ascent Asset Management
Colorado
$8.65M -$1.08M -9,525 -11%
CIP
152
Capital Insight Partners
Arizona
$8.63M +$58.5K +515 +0.7%
CCG
153
Cypress Capital Group
Florida
$8.48M -$110K -970 -1%
Principal Financial Group
154
Principal Financial Group
Iowa
$8.42M +$3.22M +28,389 +64%
IA
155
IFG Advisors
Missouri
$8.39M -$141K -1,241 -2%
Sumitomo Mitsui Trust Group
156
Sumitomo Mitsui Trust Group
Japan
$8.36M -$86.4K -761 -1%
AWM
157
Argent Wealth Management
Massachusetts
$8.25M +$98.1K +864 +1%
BSWM
158
Boston Standard Wealth Management
Massachusetts
$8.17M +$145K +1,277 +2%
PAS
159
Park Avenue Securities
New York
$8.16M +$8.03M +70,758 New
BOPW
160
Brandywine Oak Private Wealth
Pennsylvania
$8.12M -$9.31K -82 -0.1%
IA
161
Independence Advisors
Pennsylvania
$8.12M +$12.8K +113 +0.2%
AIP
162
Ameritas Investment Partners
Nebraska
$7.79M -$1.82K -16 -0%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$7.68M +$4.83M +42,586 +178%
FCBT
164
First Citizens Bank & Trust
North Carolina
$7.68M +$919K +8,095 +14%
GLLW
165
Graves Light Lenhart Wealth
Virginia
$7.55M -$24.5K -216 -0.3%
HI
166
Hudock Inc
Pennsylvania
$7.48M +$107K +941 +1%
OAP
167
One Advisory Partners
Kansas
$7.46M +$7.34M +64,652 New
HWA
168
Heartwood Wealth Advisors
Virginia
$7.4M +$274K +2,410 +4%
SF
169
Synovus Financial
Georgia
$7.31M -$3.39M -29,870 -32%
Prudential Financial
170
Prudential Financial
New Jersey
$7.24M +$1.24M +10,940 +21%
SWRP
171
Summit Wealth & Retirement Planning
California
$7.16M +$203K +1,791 +3%
HFM
172
Hartford Financial Management
Connecticut
$6.81M +$843K +7,422 +14%
EWA
173
ERTS Wealth Advisors
Michigan
$6.65M +$1.08M +9,511 +20%
WU
174
Wealthsimple US
New York
$6.65M +$531K +4,682 +9%
XF
175
XML Financial
Maryland
$6.43M +$1.22M +10,790 +24%

MUB Hedge Fund Activity: Q2 2020 in Review

842 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q2 2020, worth a combined $12.6B — up 16% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new MUB positions and 69 closed out — a net gain of 32 holders — while 363 added to existing stakes and 246 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $226M. The largest seller was Silver Point Capital, exiting entirely with an estimated $47.3M sold.

  • 842 institutional investors held iShares National Muni Bond ETF (MUB) as of Q2 2020, up from 817 in Q1 2020.
  • Funds reported $12.6B of iShares National Muni Bond ETF stock for Q2 2020, up 16% quarter-over-quarter.
  • 101 funds opened new iShares National Muni Bond ETF positions in Q2 2020 and 69 closed out, a net change of +32 holders.
  • The largest iShares National Muni Bond ETF buyer in Q2 2020 was Jane Street, an estimated $226M added.
  • The largest iShares National Muni Bond ETF seller in Q2 2020 was Silver Point Capital, an estimated $47.3M sold.

Based on aggregated 13F filings for Q2 2020.