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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
CGFA
726
Colton Groome Financial Advisors
North Carolina
$741K -$575K -4,950 -44%
USCWA
727
U.S. Capital Wealth Advisors
Texas
$738K -$276K -2,376 -27%
AWA
728
Arkadios Wealth Advisors
Georgia
$738K +$155K +1,338 +27%
WP
729
WealthPLAN Partners
Nebraska
$736K -$92.8K -799 -11%
APWM
730
Atlas Private Wealth Management
New York
$730K
CWA
731
Clearview Wealth Advisors
Oregon
$730K +$124K +1,068 +21%
AFC
732
AFT Forsyth & Company
Florida
$726K
AIM
733
Axiom Investment Management
New York
$723K +$7.9K +68 +1%
PCA
734
Peddock Capital Advisors
Massachusetts
$721K +$581 +5 +0.1%
BCM
735
Boltwood Capital Management
California
$709K
TWM
736
Thrive Wealth Management
Pennsylvania
$706K +$705K +6,072 New
FIBT
737
First International Bank & Trust
North Dakota
$700K +$699K +6,023 New
BWM
738
Benchmark Wealth Management
Connecticut
$699K
CPIG
739
Chicago Partners Investment Group
Illinois
$698K -$21K -181 -3%
FCMA
740
Foresight Capital Management Advisors
Michigan
$696K +$695K +5,983 New
SP
741
Successful Portfolios
Florida
$692K
EWA
742
EverSource Wealth Advisors
Alabama
$692K +$691K +5,953 New
AWM
743
Aries Wealth Management
Maine
$688K +$107K +921 +18%
PWLP
744
Prio Wealth Limited Partnership
Massachusetts
$685K -$207K -1,785 -23%
ARC
745
Advisor Resource Council
Texas
$684K +$683K +5,885 New
MBFW
746
Morton Brown Family Wealth
Pennsylvania
$676K +$675K +5,814 New
TSS
747
Two Sigma Securities
New York
$662K +$661K +5,689 New
W
748
WealthOne
New York
$661K -$16.4K -141 -2%
EA
749
Emerald Advisors
Washington
$659K -$1.35M -11,625 -67%
PFA
750
Professional Financial Advisors
Nebraska
$658K +$657K +5,657 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.