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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
VFA
576
Valeo Financial Advisors
Indiana
$1.38M +$236K +2,036 +21%
ASFA
577
All Season Financial Advisors
Colorado
$1.38M -$119K -1,028 -8%
PGFC
578
Peapack-Gladstone Financial Corp
New Jersey
$1.38M
WA
579
Waverly Advisors
Alabama
$1.38M -$61.8K -532 -4%
SWP
580
Summit Wealth Partners
Florida
$1.37M +$128K +1,106 +10%
Allspring Global Investments
581
Allspring Global Investments
North Carolina
$1.37M +$1.37M +11,759 New
CCA
582
Checchi Capital Advisers
California
$1.35M +$556K +4,791 +70%
AWS
583
AJ Wealth Strategies
New York
$1.35M +$6.73K +58 +0.5%
BDFN
584
Bond & Devick Financial Network
Minnesota
$1.34M +$21.4K +184 +2%
LFP
585
Leeward Financial Partners
Washington
$1.33M +$1.33M +11,473 New
TW
586
TrinityPoint Wealth
Connecticut
$1.33M -$123K -1,060 -8%
VC
587
Veracity Capital
Georgia
$1.33M +$902K +7,768 +213%
MA
588
MUFG Americas
New York
$1.32M -$185K -1,589 -12%
FWP
589
Firethorn Wealth Partners
Georgia
$1.32M +$1.32M +11,365 New
BWP
590
Bernardo Wealth Planning
Pennsylvania
$1.32M +$52.6K +453 +4%
BL
591
Balentine LLC
Georgia
$1.29M -$116 -1 -0%
SIAP
592
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.29M
FAIM
593
Financial Advocates Investment Management
Washington
$1.25M -$1.31M -11,306 -51%
MPPLM
594
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.25M -$87.9K -757 -7%
CG
595
Colony Group
Massachusetts
$1.25M +$79.7K +686 +7%
AAS
596
Ameritas Advisory Services
Nebraska
$1.24M +$1.24M +10,700 New
NFG
597
Next Financial Group
Texas
$1.24M +$689K +5,937 +126%
AFA
598
American Financial Advisors
Georgia
$1.22M +$9.52K +82 +0.8%
LA
599
Lindenwold Advisors
Pennsylvania
$1.21M +$1.21M +10,440 New
WA
600
Winfield Associates
Ohio
$1.21M

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.