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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
CWP
376
Concord Wealth Partners
Virginia
$3.26M +$1.25M +10,738 +62%
ACM
377
Ascendant Capital Management
California
$3.26M +$1.74M +15,000 +115%
DC
378
Davenport & Co
Virginia
$3.25M +$888K +7,647 +38%
CCMD
379
Cypress Capital Management (Delaware)
Delaware
$3.21M +$3.21M +27,630 New
MWAM
380
Manhattan West Asset Management
California
$3.2M +$3.19M +27,482 New
CIM
381
Confluence Investment Management
Missouri
$3.18M +$303K +2,611 +11%
EWMCB
382
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.18M +$98.1K +845 +3%
OPWM
383
Oakwell Private Wealth Management
Texas
$3.15M -$150K -1,295 -5%
FNBOSM
384
First National Bank of South Miami
Florida
$3.15M
MGI
385
MayTech Global Investments
New York
$3.12M
CA
386
CGN Advisors
Kansas
$3.12M +$2.31M +19,886 +288%
CIA
387
Capital Investment Advisors
Georgia
$3.05M -$11.8K -102 -0.4%
RSWM
388
Robertson Stephens Wealth Management
California
$3.04M +$2.17M +18,675 +249%
EC
389
Elequin Capital
New York
$3.02M +$3.01M +25,942 New
PMG
390
ProVise Management Group
Florida
$3.01M +$229K +1,973 +8%
BCP
391
Blue Chip Partners
Michigan
$3M +$287K +2,476 +11%
MIM
392
MetLife Investment Management
New Jersey
$3M +$997K +8,588 +50%
PCWA
393
Pacific Capital Wealth Advisors
California
$2.99M +$4.53K +39 +0.2%
ZF
394
Zhang Financial
Michigan
$2.98M +$19.5K +168 +0.7%
PP
395
Prosperity Planning
Missouri
$2.97M +$103K +890 +4%
RCAG
396
Rehmann Capital Advisory Group
Michigan
$2.97M +$1.42M +12,268 +93%
FPS
397
Fieldpoint Private Securities
Connecticut
$2.96M +$116K +1,000 +4%
MFM
398
Mirsky Financial Management
New York
$2.92M +$83.6K +720 +3%
NGA
399
Naples Global Advisors
Florida
$2.92M +$660K +5,682 +29%
CPO
400
Cerity Partners OCIO
New York
$2.91M +$53.6K +462 +2%

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.