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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
SIM
176
Sadoff Investment Management
Wisconsin
$5.25M
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$5.19M -$60.7K -533 -1%
BFA
178
Beaumont Financial Advisors
Massachusetts
$5.12M +$711K +6,243 +16%
Kayne Anderson Rudnick Investment Management
179
Kayne Anderson Rudnick Investment Management
California
$5.02M +$653K +5,731 +15%
EWM
180
Endurance Wealth Management
Rhode Island
$5.01M +$4.44K +39 +0.1%
WCM
181
Wildcat Capital Management
New York
$5M -$4.67K -41 -0.1%
LNC
182
Lincoln National Corp
Pennsylvania
$4.95M +$342K +3,003 +7%
CAN
183
Cetera Advisor Networks
California
$4.89M +$543K +4,765 +12%
EBT
184
Enterprise Bank & Trust
Massachusetts
$4.79M -$152K -1,335 -3%
CPP
185
Crow Point Partners
Massachusetts
$4.77M +$5.22M +45,802 +314%
TIA
186
Traphagen Investment Advisors
New Jersey
$4.71M +$178K +1,566 +4%
AIA
187
Ally Invest Advisors
North Carolina
$4.7M +$1.23M +10,773 +35%
BFO
188
Biltmore Family Office
North Carolina
$4.68M +$9K +79 +0.2%
FCIM
189
Fairview Capital Investment Management
California
$4.66M
FI
190
FormulaFolio Investments
Michigan
$4.61M -$502K -4,406 -10%
PSUF
191
People's United Financial
Connecticut
$4.54M +$863K +7,574 +23%
WPW
192
Waldron Private Wealth
Pennsylvania
$4.49M +$1.62M +14,247 +57%
LFS
193
Lutz Financial Services
Nebraska
$4.48M +$1.63M +14,268 +57%
BCWM
194
Bartlett & Co Wealth Management
Ohio
$4.47M +$397K +3,485 +10%
OIWM
195
OptiFour Integrated Wealth Management
Virginia
$4.43M -$46.9K -412 -1%
CONA
196
Capital One National Association
New York
$4.38M +$4.38M +38,467 New
CCM
197
Colorado Capital Management
Colorado
$4.37M +$36.2K +318 +0.8%
JIR
198
James Investment Research
Ohio
$4.36M -$66.6K -585 -2%
CFS
199
Cannon Financial Strategists
Georgia
$4.34M +$1.22M +10,736 +39%
SBL
200
Sargent Bickham Lagudis
Colorado
$4.32M +$213K +1,871 +5%

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.