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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
SAS
776
Sanford Advisory Services
Michigan
$598K +$929 +8 +0.2%
WWM
777
Western Wealth Management
Colorado
$594K +$594K +5,115 New
PCIA
778
Prime Capital Investment Advisors
Kansas
$589K +$588K +5,064 New
IFPL
779
Investments & Financial Planning LLC
Kentucky
$588K +$605K +5,209 New
BFC
780
Blue Fin Capital
Rhode Island
$587K
LA
781
Latitude Advisors
Florida
$586K +$3.02K +26 +0.5%
DI
782
Diligent Investors
California
$586K +$132K +1,136 +29%
LW
783
Linscomb Wealth
Texas
$585K +$1.74K +15 +0.3%
ZIM
784
Zacks Investment Management
Illinois
$584K -$60.6K -522 -9%
TI
785
Truepoint Inc
Ohio
$584K +$5.22K +45 +0.9%
PFGIA
786
Patriot Financial Group Insurance Agency
Massachusetts
$583K +$114K +986 +24%
HFAS
787
Hummer Financial Advisory Services
Illinois
$581K
DA
788
Detalus Advisors
Missouri
$580K +$579K +4,984 New
OIA
789
Optimum Investment Advisors
Illinois
$577K
AHC
790
Anderson Hoagland & Co
Missouri
$576K -$62.2K -536 -10%
WCG
791
Wall Capital Group
Arizona
$575K +$3.13K +27 +0.5%
HGWM
792
Horst & Graben Wealth Management
Oregon
$573K +$3.25K +28 +0.6%
PP
793
Patron Partners
Texas
$572K -$204K -1,754 -26%
CL
794
Choreo LLC
Illinois
$569K +$568K +4,892 New
SIA
795
Soltis Investment Advisors
Utah
$567K +$8.13K +70 +1%
RPCA
796
Running Point Capital Advisors
California
$563K -$4.6M -39,652 -89%
MA
797
MBA Advisors
Pennsylvania
$559K +$223K +1,919 +67%
PB
798
Pinnacle Bancorp
Nebraska
$557K +$464 +4 +0.1%
VWA
799
V Wealth Advisors
Kansas
$555K -$149K -1,279 -21%
MPWT
800
MassMutual Private Wealth & Trust
Connecticut
$555K +$90.3K +778 +19%

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.