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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
HCM
426
Hollencrest Capital Management
California
$2.42M +$2.41M +20,789 New
JG
427
Jefferies Group
New York
$2.41M +$2.41M +20,725 New
LPP
428
Life Planning Partners
Florida
$2.41M +$2.4M +20,697 New
YIA
429
YHB Investment Advisors
Connecticut
$2.4M -$1.83M -15,732 -43%
CT
430
Columbia Trust
Oregon
$2.4M
FLPIM
431
F.L. Putnam Investment Management
Massachusetts
$2.38M -$303K -2,609 -11%
FFS
432
Founders Financial Securities
Maryland
$2.38M +$298K +2,565 +14%
AAM
433
Autus Asset Management
Arizona
$2.38M +$85K +732 +4%
WA
434
WBH Advisory
Maryland
$2.36M +$1.11M +9,551 +89%
BZWA
435
Blue Zone Wealth Advisors
California
$2.35M -$237K -2,040 -9%
BG
436
Benedetti & Gucer
Georgia
$2.35M +$38.8K +334 +2%
DIA
437
Dean Investment Associates
Ohio
$2.34M +$36.2K +312 +2%
HI
438
Horizon Investments
North Carolina
$2.34M +$257K +2,216 +12%
HAIM
439
Hunter Associates Investment Management
Pennsylvania
$2.33M
PTC
440
Philadelphia Trust Company
Pennsylvania
$2.29M
JFGIW
441
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.28M +$988K +8,507 +77%
PA
442
Pinnacle Associates
New York
$2.27M -$30.5K -263 -1%
RFO
443
RiverGlades Family Offices
Florida
$2.25M -$65K -560 -3%
AIA
444
Alera Investment Advisors
Illinois
$2.25M -$750K -6,462 -25%
AWM
445
Axxcess Wealth Management
California
$2.25M +$2.24M +19,333 New
WA
446
Wealthstar Advisors
Texas
$2.24M +$284K +2,449 +15%
AWM
447
Altium Wealth Management
New York
$2.23M +$760K +6,543 +52%
IWM
448
IHT Wealth Management
Illinois
$2.21M +$111K +958 +5%
SMG
449
Smart Money Group
Texas
$2.18M +$373K +3,212 +21%
CFO
450
Collective Family Office
Pennsylvania
$2.18M -$2.06M -17,771 -49%

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.