We are live on ! Find out more
MUB icon

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
FFM
826
Forum Financial Management
Illinois
$510K +$509K +4,386 New
CFA
827
Carroll Financial Associates
North Carolina
$503K +$215K +1,853 +75%
CPA
828
Cardiff Park Advisors
California
$503K +$502K +4,323 New
CAP
829
Columbia Advisory Partners
Washington
$500K +$499K +4,297 New
FHA
830
Flagship Harbor Advisors
Massachusetts
$498K -$150K -1,289 -23%
T. Rowe Price Associates
831
T. Rowe Price Associates
Maryland
$497K -$145K -1,245 -23%
ST
832
Sabal Trust
Florida
$497K +$49.9K +430 +11%
HPC
833
HM Payson & Co
Maine
$491K +$490K +4,223 New
SW
834
Simplicity Wealth
New Jersey
$488K +$487K +4,196 New
SS
835
Sunbelt Securities
Texas
$486K -$291K -2,505 -37%
AIA
836
Avalon Investment & Advisory
Texas
$485K -$1.13M -9,724 -70%
AA
837
ACT Advisors
North Carolina
$485K -$18K -155 -4%
SWM
838
Sanctuary Wealth Management
Idaho
$485K +$14.2K +122 +3%
STA
839
Summit Trail Advisors
New York
$482K +$481K +4,143 New
WAM
840
Wakefield Asset Management
Colorado
$480K +$97.5K +840 +26%
DHGWA
841
Dixon Hughes Goodman Wealth Advisors
North Carolina
$479K +$479K +4,124 New
SWA
842
Sutton Wealth Advisors
Florida
$475K -$106K -916 -18%
DHFB
843
Dixon Hubard Feinour & Brown
Virginia
$473K -$18.6K -160 -4%
RPWA
844
Regent Peak Wealth Advisors
Georgia
$472K
VCA
845
Verdence Capital Advisors
Maryland
$472K +$2.67K +23 +0.6%
MYIA
846
Mount Yale Investment Advisors
Colorado
$472K +$472K +4,063 New
SWM
847
Silverlake Wealth Management
Vermont
$470K +$470K +4,044 New
MPW
848
MA Private Wealth
California
$466K
AWM
849
Avondale Wealth Management
Texas
$465K -$116K -1,000 -20%
NCM
850
NCM Capital Management
New Jersey
$465K +$464K +3,999 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.