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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
TC
501
TownSquare Capital
Utah
$1.86M +$160K +1,381 +9%
JCM
502
Jacobi Capital Management
Pennsylvania
$1.85M -$51.9K -447 -3%
BA
503
Bellwether Advisors
Nebraska
$1.84M
EFS
504
Econ Financial Services
Pennsylvania
$1.84M +$1.84M +15,838 New
4WM
505
4J Wealth Management
Virginia
$1.84M +$39.2K +338 +2%
WFA
506
Wade Financial Advisory
California
$1.83M +$233K +2,011 +15%
LNWTC
507
Laird Norton Wetherby Trust Company
Washington
$1.82M +$1.48M +12,745 +432%
GI
508
Gradient Investments
Minnesota
$1.82M -$1.5M -12,928 -45%
TWA
509
TPB Wealth Advisors
Texas
$1.79M +$112K +965 +7%
QCM
510
Quest Capital Management
Texas
$1.79M +$1.79M +15,399 New
WCA
511
Westover Capital Advisors
Delaware
$1.79M +$1.86K +16 +0.1%
BC
512
Brio Consultants
California
$1.78M +$292K +2,512 +20%
TC
513
Telemus Capital
Michigan
$1.78M +$496K +4,270 +39%
MI
514
Moneywise Inc
Virginia
$1.77M -$222K -1,908 -11%
AWAG
515
ARS Wealth Advisors Group
Florida
$1.74M +$174K +1,500 +11%
UWM
516
USAdvisors Wealth Management
Minnesota
$1.73M +$424K +3,649 +32%
SFO
517
Stokes Family Office
Louisiana
$1.73M +$970K +8,351 +129%
LHWM
518
Lake Hills Wealth Management
Texas
$1.72M +$1.72M +14,830 New
EA
519
Efficient Advisors
Ohio
$1.71M +$1.63K +14 +0.1%
BWM
520
BCGM Wealth Management
Indiana
$1.69M -$3.72K -32 -0.2%
CPSC
521
Carl P. Sherr & Co
Massachusetts
$1.68M
CA
522
CoreCap Advisors
Michigan
$1.68M +$1.67M +14,406 New
TWM
523
Tolleson Wealth Management
Texas
$1.66M -$1.25M -10,749 -43%
Squarepoint
524
Squarepoint
New York
$1.65M +$1.65M +14,225 New
SVWAG
525
Sound View Wealth Advisors Group
Georgia
$1.65M

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.