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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
CCM
451
Colorado Capital Management
Colorado
$2.17M -$417K -3,593 -16%
NL
452
NWAM LLC
Washington
$2.16M +$353K +3,037 +20%
CCA
453
Column Capital Advisors
Indiana
$2.14M +$961K +8,276 +82%
AF
454
Advisornet Financial
Minnesota
$2.13M +$836K +7,203 +65%
RWB
455
RMR Wealth Builders
New Jersey
$2.13M +$786K +6,773 +59%
CA
456
Calton & Associates
Florida
$2.12M -$45.9K -395 -2%
Lido Advisors
457
Lido Advisors
California
$2.12M +$132K +1,133 +7%
OFG
458
Omega Financial Group
California
$2.11M +$18.3K +158 +0.9%
EWM
459
Endurance Wealth Management
Rhode Island
$2.09M -$4.44M -38,200 -68%
AWM
460
Altus Wealth Management
Kentucky
$2.08M
WTC
461
WhitTier Trust Company
Nevada
$2.08M -$162K -1,391 -7%
AA
462
Advisory Alpha
Michigan
$2.08M +$144K +1,242 +7%
WA
463
Wealth Alliance
New York
$2.08M +$375K +3,232 +22%
JCM
464
Jag Capital Management
Missouri
$2.08M -$45.5K -392 -2%
RWA
465
Rainsberger Wealth Advisors
Colorado
$2.05M +$2.05M +17,638 New
TCM
466
Tufton Capital Management
Maryland
$2.05M +$2.05M +17,625 New
PWA
467
Physician Wealth Advisors
Utah
$2.05M +$203K +1,748 +11%
HWIS
468
Hancock Whitney Investment Services
Louisiana
$2.04M +$2.04M +17,572 New
HFM
469
Hartford Financial Management
Connecticut
$2.04M -$999K -8,601 -33%
FPW
470
Flagship Private Wealth
Massachusetts
$2.03M +$134K +1,152 +7%
VWA
471
Visionary Wealth Advisors
Illinois
$2.03M +$271K +2,334 +15%
PA
472
Perennial Advisors
New York
$2.03M +$26.8K +231 +1%
IMA
473
Investment Management Associates
Colorado
$2.02M
FA
474
FC Advisory
Pennsylvania
$2.02M +$223K +1,921 +12%
PCP
475
Proficio Capital Partners
Massachusetts
$2.02M

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.