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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
KA
851
Kovack Advisors
Florida
$464K +$53.3K +459 +13%
HA
852
Harfst & Associates
Wyoming
$463K -$59.2K -510 -11%
NCM
853
Noesis Capital Mangement
Florida
$463K +$462K +3,980 New
VCS
854
Vaughan & Co Securities
New Jersey
$461K -$58.9K -507 -11%
AWM
855
Alterna Wealth Management
Texas
$460K +$459K +3,956 New
MCM
856
Maple Capital Management
Vermont
$458K +$218K +1,876 +91%
FNBOO
857
First National Bank of Omaha
Nebraska
$456K
AFS
858
AFG Fiduciary Services
Massachusetts
$453K +$453K +3,899 New
MSFS
859
Main Street Financial Solutions
Pennsylvania
$447K +$26.1K +225 +6%
CIBC World Market
860
CIBC World Market
Ontario, Canada
$442K
TFA
861
Teamwork Financial Advisors
Texas
$442K +$34K +293 +8%
C
862
CEDRUS
Colorado
$441K +$440K +3,790 New
EW
863
Emerson Wealth
Michigan
$440K +$6.27K +54 +1%
SAM
864
Strategy Asset Managers
California
$436K -$109K -935 -20%
TIP
865
Torray Investment Partners
Maryland
$436K +$435K +3,750 New
MGIA
866
Moneta Group Investment Advisors
Missouri
$434K -$27.4K -236 -6%
FFA
867
Fragasso Financial Advisors
Pennsylvania
$430K +$1.86K +16 +0.4%
CAM
868
Crestone Asset Management
Colorado
$427K
CHA
869
Cooper/Haims Advisors
New York
$427K +$426K +3,669 New
ACM
870
Armbruster Capital Management
New York
$423K +$423K +3,642 New
MFM
871
MD Financial Management
Ontario, Canada
$422K +$422K +3,631 New
MWM
872
Merriman Wealth Management
Washington
$421K -$102K -882 -20%
DBT
873
Dubuque Bank & Trust
Iowa
$421K +$131K +1,124 +45%
PWW
874
Pettyjohn Wood & White
Virginia
$420K
SIC
875
Salem Investment Counselors
North Carolina
$412K

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.