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iShares National Muni Bond ETF

616 hedge funds and large institutions have $9.05B invested in iShares National Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 272 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 44

49% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 182

3% more funds holding

Funds holding: 597616 (+19)

3% more capital invested

Capital invested by funds: $8.76B → $9.05B (+$284M)

0.39% more ownership

Funds ownership: 73%73.39% (+0.39%)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.26M

Holders
616
Holders Change
+19
Holders Change %
+3.18%
% of All Funds
13.33%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
1.08%
New
73
Increased
272
Reduced
182
Closed
44
Calls
Puts
$3.26M
Net Calls
-$3.26M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
201
Bartlett & Co
Ohio
$2.78M +$98.1K +895 +4%
TIA
202
Traphagen Investment Advisors
New Jersey
$2.77M +$2.73M +24,922 New
BFA
203
Bragg Financial Advisors
North Carolina
$2.77M +$207K +1,890 +8%
Citadel Advisors
204
Citadel Advisors
Florida
$2.76M -$2.75M -25,098 -50%
LYV
205
Live Your Vision
Pennsylvania
$2.72M -$910K -8,296 -25%
JFGIW
206
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.7M -$5.36M -48,881 -67%
DC
207
Davenport & Co
Virginia
$2.69M +$154K +1,400 +6%
WPW
208
Waldron Private Wealth
Pennsylvania
$2.69M -$22K -201 -0.8%
SCG
209
Sonata Capital Group
Washington
$2.68M +$195K +1,775 +8%
FPS
210
Fieldpoint Private Securities
Connecticut
$2.67M -$548K -5,000 -17%
EWA
211
EP Wealth Advisors
California
$2.65M -$5.89M -53,684 -69%
VC
212
Vicus Capital
Pennsylvania
$2.57M +$61.2K +558 +2%
BPWA
213
Beacon Pointe Wealth Advisors
California
$2.55M -$10.1K -92 -0.4%
JSA
214
Jacobson & Schmitt Advisors
Wisconsin
$2.54M +$98.7K +900 +4%
AI
215
Atria Investments
North Carolina
$2.53M -$287K -2,620 -10%
WA
216
Waverly Advisors
Alabama
$2.52M -$207K -1,890 -8%
RFO
217
RiverGlades Family Offices
Florida
$2.47M
AWMG
218
Alliance Wealth Management Group
New Jersey
$2.47M +$377K +3,436 +18%
EA
219
Efficient Advisors
Ohio
$2.46M +$90.7K +827 +4%
IWA
220
Independence Wealth Advisors
Virginia
$2.45M -$324K -2,955 -12%
WLIM
221
White Lighthouse Investment Management
Massachusetts
$2.42M -$198K -1,810 -8%
MA
222
MCF Advisors
Kentucky
$2.37M -$4.62M -42,093 -66%
CA
223
Cetera Advisors
Colorado
$2.37M +$1.14M +10,352 +95%
GRP
224
Global Retirement Partners
California
$2.34M +$42K +383 +2%
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$2.34M -$76.4K -697 -3%

MUB Hedge Fund Activity: Q1 2019 in Review

616 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q1 2019, worth a combined $9.05B — up 3.2% from $8.76B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new MUB positions and 44 closed out — a net gain of 29 holders — while 272 added to existing stakes and 182 trimmed.

The largest buyer was BlackRock, adding an estimated $440M. The largest seller was Bank of America, cutting an estimated $535M.

  • 616 institutional investors held iShares National Muni Bond ETF (MUB) as of Q1 2019, up from 597 in Q4 2018.
  • Funds reported $9.05B of iShares National Muni Bond ETF stock for Q1 2019, up 3.2% quarter-over-quarter.
  • 73 funds opened new iShares National Muni Bond ETF positions in Q1 2019 and 44 closed out, a net change of +29 holders.
  • The largest iShares National Muni Bond ETF buyer in Q1 2019 was BlackRock, an estimated $440M added.
  • The largest iShares National Muni Bond ETF seller in Q1 2019 was Bank of America, an estimated $535M sold.

Based on aggregated 13F filings for Q1 2019.