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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
LNWWM
876
Laird Norton Wetherby Wealth Management
California
$410K -$222K -1,910 -35%
SIA
877
SkyView Investment Advisors
New Jersey
$410K +$813 +7 +0.2%
TVAMP
878
Tennessee Valley Asset Management Partners
Tennessee
$410K +$11.7K +101 +3%
ATPW
879
Ashton Thomas Private Wealth
Arizona
$409K +$73.2K +630 +22%
SIG
880
Spinnaker Investment Group
California
$409K +$414K +3,564 New
CCT
881
Capital City Trust
Florida
$407K
CPSAC
882
Chas P. Smith & Associates (CPS)
Florida
$407K
BHWA
883
Beacon Harbor Wealth Advisors
Virginia
$406K +$44.6K +384 +12%
BCA
884
Biltmore Capital Advisors
New Jersey
$401K +$400K +3,449 New
FNBT
885
FineMark National Bank & Trust
Florida
$397K -$122K -1,053 -24%
SFP
886
Sterling Financial Planning
New Jersey
$396K +$179K +1,539 +82%
AIP
887
Almanack Investment Partners
Pennsylvania
$395K +$86.6K +746 +28%
CSWM
888
Cassady Schiller Wealth Management
Ohio
$394K +$394K +3,392 New
IBOK
889
Independence Bank of Kentucky
Kentucky
$393K
RWA
890
River Wealth Advisors
Pennsylvania
$391K -$29K -250 -7%
FWM
891
Fairhaven Wealth Management
Illinois
$391K +$116 +1 +0%
ACA
892
Atlas Capital Advisors
Wyoming
$389K -$1.74K -15 -0.4%
AWM
893
Accel Wealth Management
Iowa
$388K +$232K +2,002 +150%
SC
894
Stephens Consulting
Michigan
$385K +$385K +3,313 New
EHC
895
Everett Harris & Co
California
$384K
WAG
896
Winthrop Advisory Group
Massachusetts
$383K -$41.6K -358 -10%
OWA
897
Octavia Wealth Advisors
Ohio
$382K +$128K +1,106 +51%
RWM
898
RKL Wealth Management
Pennsylvania
$380K +$2.09K +18 +0.6%
MFC
899
Morris Financial Concepts
South Carolina
$380K +$379K +3,265 New
CFAM
900
Center For Asset Management
Florida
$379K +$107K +921 +39%

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.