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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
FWA
476
FOCUS Wealth Advisors
Texas
$2.01M
SA
477
Sunesis Advisors
Kansas
$2.01M
CWA
478
Consilio Wealth Advisors
Washington
$2M +$2M +17,242 New
SCP
479
Stamos Capital Partners
California
$2M +$2M +17,200 New
MFS
480
McNamara Financial Services
Massachusetts
$2M +$226K +1,950 +13%
HIF
481
Hill Island Financial
Michigan
$1.99M +$1.99M +17,112 New
CFA
482
Cahill Financial Advisors
Minnesota
$1.99M +$11.1K +96 +0.6%
ST
483
Spinnaker Trust
Maine
$1.98M +$63.9K +550 +3%
EWS
484
Evergreen Wealth Solutions
Pennsylvania
$1.97M +$1.97M +16,979 New
WCFA
485
Walkner Condon Financial Advisors
Wisconsin
$1.97M -$210K -1,807 -10%
PJSIMP
486
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.96M +$51K +439 +3%
AR
487
Apeiron RIA
Texas
$1.95M +$1.95M +16,793 New
DSC
488
Duncker Streett & Co
Missouri
$1.95M
FHB
489
First Hawaiian Bank
Hawaii
$1.95M +$47.5K +409 +3%
WAOI
490
Wealth Advisors of Iowa
Iowa
$1.94M +$77.4K +667 +4%
LSPW
491
Lake Street Private Wealth
Illinois
$1.94M +$369K +3,176 +24%
COCM
492
Charter Oak Capital Management
New Hampshire
$1.94M +$190K +1,634 +11%
HI
493
Harbour Investments
Wisconsin
$1.93M -$95.2K -820 -5%
CPP
494
Capasso Planning Partners
South Carolina
$1.9M +$1.9M +16,354 New
CWM
495
Calamos Wealth Management
Illinois
$1.89M +$109K +943 +6%
PCMC
496
Paragon Capital Management (Colorado)
Colorado
$1.88M -$197K -1,696 -10%
FWP
497
FAS Wealth Partners
Kansas
$1.88M +$224K +1,927 +14%
TPWA
498
TRUE Private Wealth Advisors
Oregon
$1.87M +$372K +3,200 +25%
PG
499
Proffitt & Goodson
Tennessee
$1.87M +$1.86M +16,062 New
IWP
500
Innova Wealth Partners
Pennsylvania
$1.87M +$130K +1,120 +7%

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.