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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
CWM
676
Cordatus Wealth Management
Pennsylvania
$899K +$898K +7,730 New
GWM
677
Gray Wealth Management
Maine
$898K +$117K +1,005 +15%
MFGP
678
Marshall Financial Group (Pennsylvania)
Pennsylvania
$888K -$40.1K -345 -4%
CAL
679
Capital Advisors Ltd
Ohio
$888K +$331K +2,854 +60%
JBA
680
Johnson Bixby & Associates
Washington
$886K +$208K +1,790 +31%
MWM
681
Meridian Wealth Management
Kentucky
$879K +$813 +7 +0.1%
WCF
682
West Coast Financial
California
$876K
EPP
683
ETF Portfolio Partners
Kansas
$869K -$4.99K -43 -0.6%
CFS
684
CRA Financial Services
New Jersey
$869K +$136K +1,171 +19%
MWC
685
MKD Wealth Coaches
Michigan
$865K +$12.1K +104 +1%
IP
686
Investment Partners
Ohio
$864K -$23K -198 -3%
NFG
687
Nations Financial Group
Iowa
$837K +$1.39K +12 +0.2%
MPCG
688
Matrix Private Capital Group
New York
$832K -$13.4K -115 -2%
KFI
689
Key Financial Inc
Pennsylvania
$831K +$70.8K +610 +9%
SIM
690
Stratos Investment Management
Ohio
$830K -$456K -3,924 -35%
SW
691
StrongBox Wealth
Missouri
$828K -$12.8K -110 -2%
SFWA
692
Summit Financial Wealth Advisors
Louisiana
$827K -$14.4K -124 -2%
CFG
693
Cooper Financial Group
California
$825K -$675K -5,810 -45%
GIA
694
Goodwin Investment Advisory
Georgia
$823K -$1.5M -12,909 -65%
MWA
695
Monograph Wealth Advisors
California
$823K +$822K +7,080 New
GIA
696
Gladstone Institutional Advisory
Florida
$821K +$334K +2,874 +69%
CCA
697
Conservest Capital Advisors
Pennsylvania
$821K +$820K +7,062 New
TIA
698
Traphagen Investment Advisors
New Jersey
$818K -$90.9K -783 -10%
LIA
699
LBMC Investment Advisors
Tennessee
$816K -$32.7M -281,722 -98%
SCFS
700
S.C. Financial Services
Arizona
$813K +$818K +7,045 New

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.