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iShares National Muni Bond ETF

1,173 hedge funds and large institutions have $19.8B invested in iShares National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 514 increasing their positions, 270 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 225 | Existing positions closed: 52

90% more repeat investments, than reductions

Existing positions increased: 514 | Existing positions reduced: 270

27% more funds holding in top 10

Funds holding in top 10: 7190 (+19)

15% more funds holding

Funds holding: 1,0181,173 (+155)

11% more capital invested

Capital invested by funds: $17.9B → $19.8B (+$1.94B)

2.41% more ownership

Funds ownership: 75.99%78.4% (+2.4%)

30% less call options, than puts

Call options by funds: $2.89M | Put options by funds: $4.15M

Holders
1,173
Holders Change
+155
Holders Change %
+15.23%
% of All Funds
18.05%
Holding in Top 10
90
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+26.76%
% of All Funds
1.39%
New
225
Increased
514
Reduced
270
Closed
52
Calls
$2.89M
Puts
$4.15M
Net Calls
-$1.26M
Net Calls Change
-$468K
Name Holding Trade Value Shares
Change
Change in
Stake
PRWA
251
Platte River Wealth Advisors
Colorado
$6.3M -$1.46M -12,551 -19%
CFGS
252
Concourse Financial Group Securities
Alabama
$6.21M +$912K +7,852 +14%
WFPG
253
Waller Financial Planning Group
Ohio
$6.17M +$345K +2,973 +6%
EH
254
Equitable Holdings
New York
$6.1M +$1.25M +10,783 +26%
KFC
255
Klingenstein Fields & Co
New York
$6.09M +$2.99M +25,751 +97%
NW
256
NewEdge Wealth
Pennsylvania
$6.04M +$163K +1,408 +3%
PPP
257
Private Portfolio Partners
New Jersey
$6.01M +$109K +938 +2%
GL
258
Graypoint LLC
New York
$5.98M +$690K +5,941 +13%
OWA
259
One Wealth Advisors
California
$5.89M +$2.51M +21,654 +75%
DPI
260
Diversified Portfolios Inc
Michigan
$5.79M +$5.78M +49,796 New
BNP Paribas Financial Markets
261
BNP Paribas Financial Markets
France
$5.78M +$5.78M +49,743 New
WP
262
WealthShield Partners
North Carolina
$5.78M +$321K +2,761 +6%
T
263
TNF
Montana
$5.74M +$50.2K +432 +0.9%
CWA
264
Canvas Wealth Advisors
Kansas
$5.73M +$186K +1,602 +3%
WP
265
WealthSource Partners
California
$5.72M +$393K +3,384 +7%
SWM
266
Spire Wealth Management
Virginia
$5.72M -$138K -1,188 -2%
RIA
267
Regal Investment Advisors
Michigan
$5.72M +$638K +5,498 +13%
CCA
268
Clearwater Capital Advisors
Illinois
$5.69M -$164K -1,415 -3%
FHA
269
First Horizon Advisors
Tennessee
$5.69M -$414K -3,569 -7%
Kayne Anderson Rudnick Investment Management
270
Kayne Anderson Rudnick Investment Management
California
$5.68M +$183K +1,574 +3%
PFM
271
Phillips Financial Management
Indiana
$5.65M +$154K +1,330 +3%
MWC
272
MBM Wealth Consultants
Missouri
$5.62M +$1.45M +12,500 +35%
DB
273
Dravo Bay
Delaware
$5.59M +$5.69M +48,998 New
SYBT
274
Stock Yards Bank & Trust
Kentucky
$5.57M +$1.07M +9,223 +24%
BFA
275
Beaumont Financial Advisors
Massachusetts
$5.51M -$196K -1,690 -3%

MUB Hedge Fund Activity: Q4 2021 in Review

1,173 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q4 2021, worth a combined $19.8B — up 11% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 225 funds opened new MUB positions and 52 closed out — a net gain of 173 holders — while 514 added to existing stakes and 270 trimmed.

The largest buyer was Jane Street, adding an estimated $187M. The largest seller was Barclays, exiting entirely with an estimated $57.2M sold.

  • 1,173 institutional investors held iShares National Muni Bond ETF (MUB) as of Q4 2021, up from 1,018 in Q3 2021.
  • Funds reported $19.8B of iShares National Muni Bond ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 225 funds opened new iShares National Muni Bond ETF positions in Q4 2021 and 52 closed out, a net change of +173 holders.
  • The largest iShares National Muni Bond ETF buyer in Q4 2021 was Jane Street, an estimated $187M added.
  • The largest iShares National Muni Bond ETF seller in Q4 2021 was Barclays, an estimated $57.2M sold.

Based on aggregated 13F filings for Q4 2021.