iShares National Muni Bond ETF
MUB
1,020 hedge funds and large institutions have $17.4B invested in iShares National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 516 increasing their positions, 275 reducing their positions, and 39 closing their positions.
95% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 39
88% more repeat investments, than reductions
Existing positions increased: 516 | Existing positions reduced: 275
10% more capital invested
Capital invested by funds: $15.9B → $17.4B (+$1.52B)
3.92% more ownership
Funds ownership: 75.51% → 79.43% (+3.9%)
2% more funds holding
Funds holding: 998 → 1,020 (+22)
11% less funds holding in top 10
Funds holding in top 10: 84 → 75 (-9)
42% less call options, than puts
Call options by funds: $5.68M | Put options by funds: $9.73M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFS
Weitzel Financial Services
Dubuque,
Iowa
|
+$698M |
| 2 |
Jane Street
New York
|
+$208M |
| 3 |
BlackRock
New York
|
+$200M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$168M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$535M |
| 2 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
-$87.2M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$28.9M |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$11.9M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$10.2M |
MUB Hedge Fund Activity: Q2 2021 in Review
1,020 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q2 2021, worth a combined $17.4B — up 9.6% from $15.9B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new MUB positions and 39 closed out — a net gain of 37 holders — while 516 added to existing stakes and 275 trimmed.
The largest buyer was Weitzel Financial Services, adding an estimated $698M. The largest seller was Charles Schwab, cutting an estimated $535M.
- 1,020 institutional investors held iShares National Muni Bond ETF (MUB) as of Q2 2021, up from 998 in Q1 2021.
- Funds reported $17.4B of iShares National Muni Bond ETF stock for Q2 2021, up 9.6% quarter-over-quarter.
- 76 funds opened new iShares National Muni Bond ETF positions in Q2 2021 and 39 closed out, a net change of +37 holders.
- The largest iShares National Muni Bond ETF buyer in Q2 2021 was Weitzel Financial Services, an estimated $698M added.
- The largest iShares National Muni Bond ETF seller in Q2 2021 was Charles Schwab, an estimated $535M sold.
Based on aggregated 13F filings for Q2 2021.