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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
GIM
551
Greenwich Investment Management
Connecticut
$1.49M +$1.48M +12,780 New
IA
552
IFG Advisory
Georgia
$1.49M -$52.5K -452 -3%
SFS
553
Sowell Financial Services
Arkansas
$1.47M -$1.04K -9 -0.1%
CWM
554
CarsonAllaria Wealth Management
Illinois
$1.47M +$1.46M +12,614 New
EPM
555
Elm Partners Management
Pennsylvania
$1.46M -$233K -2,006 -14%
CA
556
Continuum Advisory
Idaho
$1.46M +$353K +3,043 +32%
COI
557
Connable Office Inc
Michigan
$1.46M +$1.46M +12,540 New
JWS
558
Juncture Wealth Strategies
Arizona
$1.45M +$155K +1,334 +12%
MPW
559
Melone Private Wealth
Michigan
$1.44M +$1.44M +12,367 New
ARG
560
Advisory Resource Group
Oklahoma
$1.44M +$65.3K +562 +5%
MCC
561
Money Concepts Capital
Florida
$1.43M +$1.43M +12,309 New
FAT
562
First American Trust
California
$1.43M +$258K +2,223 +22%
AFS
563
Aft Forsyth & Sober
Florida
$1.42M -$5.25M -45,250 -79%
AC
564
Anson Capital
Georgia
$1.42M +$1.41M +12,181 New
HFW
565
Horizon Family Wealth
Illinois
$1.41M +$1.41M +12,152 New
PA
566
PFG Advisors
Arizona
$1.41M -$60.4K -520 -4%
AFWM
567
AMJ Financial Wealth Management
Virginia
$1.41M +$202K +1,736 +17%
SB
568
Strategic Blueprint
Georgia
$1.41M +$520K +4,481 +59%
HIC
569
Holderness Investments Company
North Carolina
$1.4M -$9.29K -80 -0.7%
CAG
570
Csenge Advisory Group
Florida
$1.4M -$80.8K -696 -5%
TC
571
Titleist Capital
Texas
$1.4M +$1.4M +12,027 New
SCA
572
Spearhead Capital Advisors
Florida
$1.39M +$399K +3,433 +40%
APW
573
Acima Private Wealth
Virginia
$1.39M +$43.2K +372 +3%
CWM
574
Collaborative Wealth Management
Florida
$1.39M +$1.38M +11,907 New
AIA
575
Armor Investment Advisors
North Carolina
$1.38M -$121K -1,044 -8%

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.