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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
JSA
276
Jacobson & Schmitt Advisors
Wisconsin
$5.5M +$17K +146 +0.3%
WT
277
Whittier Trust
California
$5.49M
JWCA
278
J.W. Cole Advisors
Florida
$5.43M +$5.42M +46,696 New
ERIC
279
Eagle Rock Investment Company
Georgia
$5.42M +$5.42M +46,648 New
NWA
280
New World Advisors
Massachusetts
$5.42M -$3M -25,854 -36%
AWM
281
Apollon Wealth Management
South Carolina
$5.4M +$655K +5,645 +14%
HW
282
Hancock Whitney
Mississippi
$5.39M +$642K +5,527 +14%
NCG
283
Newport Capital Group
New Jersey
$5.2M -$151K -1,300 -3%
TCM
284
Traynor Capital Management
Pennsylvania
$5.14M +$429K +3,696 +9%
SIM
285
Sadoff Investment Management
Wisconsin
$5.13M -$120K -1,030 -2%
CTB
286
Country Trust Bank
Illinois
$5.12M +$101K +870 +2%
AWA
287
Aletheian Wealth Advisors
Washington
$5.05M +$5.04M +43,392 New
BSSFA
288
Baron Silver Stevens Financial Advisors
Florida
$5.04M +$568K +4,894 +13%
EBT
289
Enterprise Bank & Trust
Massachusetts
$5.02M
PFM
290
Parsec Financial Management
North Carolina
$5.01M +$4.33M +37,280 +638%
NA
291
NewEdge Advisors
Louisiana
$5.01M +$2.39M +20,579 +91%
CAAS
292
Capital Asset Advisory Services
Michigan
$4.93M +$3.6K +31 +0.1%
VPW
293
Vericrest Private Wealth
Pennsylvania
$4.92M +$4.91M +42,326 New
Susquehanna International Group
294
Susquehanna International Group
Pennsylvania
$4.88M +$1.42M +12,271 +41%
CS
295
Comerica Securities
Michigan
$4.78M +$676K +5,819 +16%
AA
296
Alesco Advisors
New York
$4.76M +$305K +2,624 +7%
FBFS
297
First Business Financial Services
Wisconsin
$4.75M +$105K +902 +2%
KeyBank National Association
298
KeyBank National Association
Ohio
$4.72M -$1.74K -15 -0%
MIA
299
MainStreet Investment Advisors
Illinois
$4.69M -$23.1K -199 -0.5%
PWM
300
Paulson Wealth Management
Illinois
$4.67M -$2.73M -23,501 -37%

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.