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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
SMG
801
Spectrum Management Group
Indiana
$554K +$14.4K +124 +3%
CMI
802
Clare Market Investments
Texas
$552K +$19.4K +167 +4%
TTWM
803
TCV Trust & Wealth Management
Virginia
$552K -$185K -1,595 -25%
MWM
804
Minot Wealth Management
Massachusetts
$552K
AIM
805
Acropolis Investment Management
Missouri
$550K -$3.25K -28 -0.6%
SPA
806
Sentinel Pension Advisors
Massachusetts
$550K +$11.4K +98 +2%
BHWM
807
Bar Harbor Wealth Management
New Hampshire
$549K -$168K -1,444 -23%
RW
808
Rede Wealth
Virginia
$549K +$8.82K +76 +2%
FPCP
809
Fort Point Capital Partners
California
$548K -$1.15M -9,947 -68%
CWM
810
Chesapeake Wealth Management
Virginia
$548K -$58.6K -505 -10%
KFS
811
Kelly Financial Services
Massachusetts
$541K +$111K +958 +26%
RC
812
Roundview Capital
New Jersey
$540K +$6.5K +56 +1%
LWP
813
Lumature Wealth Partners
Georgia
$534K -$678K -5,840 -56%
SWMG
814
Signature Wealth Management Group
Georgia
$533K +$3.48K +30 +0.7%
PCMC
815
Private Capital Management (Colorado)
Colorado
$531K +$327K +2,815 +161%
BAM
816
BTS Asset Management
Massachusetts
$530K +$105K +902 +25%
WCM
817
Windham Capital Management
Massachusetts
$527K
PFG
818
PAX Financial Group
Texas
$523K +$33.4K +288 +7%
CBFP
819
Cedar Brook Financial Partners
Ohio
$522K +$81K +698 +18%
CCP
820
Corient Capital Partners
California
$521K
VWA
821
VERITY Wealth Advisors
United States
$521K +$3.02K +26 +0.6%
AL
822
ADE LLC
Maryland
$520K
HH
823
Hilltop Holdings
Texas
$520K
RFN
824
RDA Financial Network
Iowa
$518K -$483K -4,161 -48%
ZB
825
Zions Bancorporation
Utah
$516K +$515K +4,434 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.