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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
626
FSC Wealth Advisors
New York
$1.1M +$1.1M +9,472 New
CCM
627
Covington Capital Management
California
$1.1M +$35.4K +305 +3%
BWM
628
Boyd Wealth Management
California
$1.1M +$1.1M +9,431 New
GWMIA
629
Global Wealth Management Investment Advisory
Florida
$1.1M
FWM
630
FFT Wealth Management
Pennsylvania
$1.08M +$929 +8 +0.1%
BFA
631
Beacon Financial Advisory
Ohio
$1.08M +$426K +3,665 +66%
OWA
632
Opal Wealth Advisors
New York
$1.07M +$1.07M +9,214 New
ODG
633
O'Dell Group
Ohio
$1.07M -$59K -508 -5%
AF
634
Arrow Financial
New York
$1.06M +$5.81K +50 +0.6%
CF
635
Centaurus Financial
California
$1.05M -$14.5K -125 -1%
GFP
636
Gryphon Financial Partners
Ohio
$1.05M -$257K -2,214 -20%
MLM
637
Mount Lucas Management
Pennsylvania
$1.05M -$15.7K -135 -1%
LCM
638
Liberty Capital Management
Michigan
$1.05M -$3.18M -27,381 -75%
ESB
639
Essex Savings Bank
Connecticut
$1.05M
RPC
640
Rossmore Private Capital
Connecticut
$1.05M
RIA
641
Realta Investment Advisors
Delaware
$1.04M +$58.1K +500 +6%
CIAS
642
Capital Investment Advisory Services
North Carolina
$1.03M -$52.4K -451 -5%
KP
643
Keel Point
Alabama
$1.03M -$44.8K -386 -4%
Citadel Advisors
644
Citadel Advisors
Florida
$1.02M +$738K +6,357 +266%
DWT
645
Dorsey & Whitney Trust
South Dakota
$1.01M -$61K -525 -6%
PWMAG
646
Pinnacle Wealth Management Advisory Group
New Jersey
$1.01M -$46.4K -400 -4%
Qube Research & Technologies (QRT)
647
Qube Research & Technologies (QRT)
United Kingdom
$1.01M -$28.1M -241,862 -97%
SWM
648
SigFig Wealth Management
California
$1M +$624K +5,377 +105%
PFA
649
Paradigm Financial Advisors
Missouri
$997K -$48.4K -417 -5%
DADC
650
D.A. Davidson & Co
Montana
$996K +$31.2K +269 +3%

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.