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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
SAF
951
Smith Anglin Financial
Texas
$307K -$602K -5,184 -66%
GLA
952
Good Life Advisors
Pennsylvania
$307K +$12.2K +105 +4%
GBWM
953
Granite Bay Wealth Management
New Hampshire
$302K +$302K +2,600 New
MHR
954
Matthew Hamilton Rosenberg
$299K
MAG
955
MRA Advisory Group
New Jersey
$299K
IFG
956
Independent Financial Group
California
$298K +$10.8K +93 +4%
SAMC
957
Spectrum Asset Management (California)
California
$297K +$296K +2,550 New
FA
958
Fermata Advisors
California
$297K +$296K +2,552 New
AWA
959
Alta Wealth Advisors
Massachusetts
$295K +$295K +2,539 New
CL
960
CPWM LLC
Washington
$292K
MA
961
MAS Advisors
Florida
$290K +$289K +2,490 New
NAS
962
Nicolet Advisory Services
Wisconsin
$287K -$144K -1,236 -33%
MFT
963
Moisand Fitzgerald Tamayo
Florida
$287K
RK
964
Rather & Kittrell
Tennessee
$284K +$284K +2,445 New
VCM
965
Vivaldi Capital Management
Illinois
$283K -$201K -1,734 -42%
EF
966
Exeter Financial
Arizona
$283K
EIP
967
Ellis Investment Partners
Pennsylvania
$283K +$13.1K +113 +5%
OLA
968
Oliver Luxxe Assets
New Jersey
$282K -$8.71K -75 -3%
SVCP
969
Silicon Valley Capital Partners
California
$282K +$281K +2,423 New
SNB
970
Security National Bank
Nebraska
$282K +$282K +2,428 New
NB
971
Northwest Bancshares
Pennsylvania
$280K
LIM
972
Leavell Investment Management
Alabama
$279K
IF
973
Intrua Financial
Texas
$274K -$10.3K -89 -4%
TWP
974
TFO Wealth Partners
Ohio
$274K +$86.3K +743 +46%
ST
975
Smithfield Trust
Pennsylvania
$267K -$40.8K -351 -13%

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.