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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
SWRP
176
Summit Wealth & Retirement Planning
California
$3.87M -$42.4K -379 -1%
JPG
177
Jordan Park Group
California
$3.86M +$3.82M +34,117 New
Kayne Anderson Rudnick Investment Management
178
Kayne Anderson Rudnick Investment Management
California
$3.85M +$217K +1,936 +6%
PFM
179
Phillips Financial Management
Indiana
$3.76M +$695K +6,209 +23%
RWM
180
Ritholtz Wealth Management
New York
$3.71M -$282K -2,521 -7%
JSA
181
Jacobson & Schmitt Advisors
Wisconsin
$3.63M +$1.04M +9,266 +41%
PSUF
182
People's United Financial
Connecticut
$3.6M +$2.76M +24,666 +344%
COI
183
Capital One Investing
Virginia
$3.58M +$381K +3,404 +12%
IWC
184
Integrated Wealth Concepts
Massachusetts
$3.55M +$1.79M +15,998 +78%
BA
185
Boston Advisors
Massachusetts
$3.51M +$169K +1,509 +5%
ATPW
186
Ashton Thomas Private Wealth
Arizona
$3.47M +$2.87M +25,636 +506%
RIA
187
Regal Investment Advisors
Michigan
$3.47M +$53.6K +479 +2%
SW
188
SlateStone Wealth
Florida
$3.44M +$3.41M +30,441 New
SWP
189
Stratos Wealth Partners
Ohio
$3.43M -$54.5K -487 -2%
WCM
190
Wunderlich Capital Managemnt
Tennessee
$3.37M +$186K +1,664 +6%
SBSB
191
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.33M
CCP
192
Cardan Capital Partners
Colorado
$3.29M -$186K -1,664 -5%
GAB
193
German American Bancorp
Indiana
$3.27M +$229K +2,045 +8%
KeyBank National Association
194
KeyBank National Association
Ohio
$3.25M +$192K +1,718 +6%
SF
195
Summit Financial
New Jersey
$3.19M -$14.7K -131 -0.5%
BFA
196
Bragg Financial Advisors
North Carolina
$3.14M +$321K +2,870 +12%
BCWM
197
Bartlett & Co Wealth Management
Ohio
$3.14M +$305K +2,720 +11%
BC
198
Bartlett & Co
Ohio
$3.13M +$305K +2,720 +11%
HCC
199
Hirtle Callaghan & Co
Pennsylvania
$3.09M
AIA
200
Alera Investment Advisors
Illinois
$3.07M +$32.9K +294 +1%

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.