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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
ECM
526
Exchange Capital Management
Michigan
$1.65M -$748K -6,445 -31%
NEGWA
527
New England Guild Wealth Advisors
Connecticut
$1.64M -$630K -5,424 -28%
ACS
528
Archford Capital Strategies
Illinois
$1.63M -$5.34K -46 -0.3%
IA
529
IFS Advisors
Kansas
$1.63M -$164K -1,413 -9%
BRWA
530
B. Riley Wealth Advisors
Florida
$1.62M +$43.9K +378 +3%
PPWM
531
PFG Private Wealth Management
Florida
$1.61M +$93.7K +807 +6%
PG
532
Patten Group
Tennessee
$1.61M +$878K +7,564 +121%
NAM
533
NTV Asset Management
West Virginia
$1.6M
IWMA
534
Ironwood Wealth Management (Arizona)
Arizona
$1.6M -$10.2K -88 -0.6%
MA
535
McBroom & Associates
Nevada
$1.59M +$1.59M +13,720 New
DP
536
Denver PWM
Colorado
$1.58M +$5.81K +50 +0.4%
KWM
537
Kingsview Wealth Management
Oregon
$1.58M -$22.2K -191 -1%
CPW
538
Catalyst Private Wealth
California
$1.58M +$552K +4,755 +54%
SSWM
539
Smith Salley Wealth Management
North Carolina
$1.58M
PA
540
Procyon Advisors
Connecticut
$1.56M +$176K +1,519 +13%
HSA
541
HBK Sorce Advisory
Pennsylvania
$1.55M -$813 -7 -0.1%
Millennium Management
542
Millennium Management
New York
$1.55M -$23.6M -203,322 -94%
IWA
543
IBEX Wealth Advisors
New Jersey
$1.55M -$58.6K -505 -4%
BB
544
Berkshire Bank
Massachusetts
$1.54M +$97.1K +836 +7%
CIM
545
Cambria Investment Management
California
$1.53M -$32.3K -278 -2%
BSB
546
Bangor Savings Bank
Maine
$1.53M
PAMG
547
Patton Albertson Miller Group
Tennessee
$1.52M +$515K +4,434 +51%
CCG
548
Chatham Capital Group
Georgia
$1.51M
CIA
549
Compass Ion Advisors
Pennsylvania
$1.5M +$529K +4,552 +54%
RC
550
Reik & Co
New York
$1.49M

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.