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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
SFM
76
Soros Fund Management
New York
$28.1M
IAN
77
Integrated Advisors Network
Texas
$27.3M +$10M +86,330 +58%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$26.3M -$11M -95,162 -30%
SSWM
79
Sheets Smith Wealth Management
North Carolina
$26.1M +$7.53M +64,867 +41%
PS
80
Portfolio Solutions
Michigan
$25.7M -$125K -1,080 -0.5%
MIS
81
Morningstar Investment Services
Illinois
$25.2M +$2.05M +17,682 +9%
BCI
82
Brinker Capital Investments
Pennsylvania
$25M -$1.87M -16,104 -7%
WPW
83
Waldron Private Wealth
Pennsylvania
$23.8M +$15.5M +133,364 +186%
MNG
84
Manning & Napier Group
New York
$23.8M
BSW
85
Buckingham Strategic Wealth
Missouri
$23.4M +$6.89M +59,358 +42%
MCWS
86
McKinley Carter Wealth Services
West Virginia
$22.8M +$1.98M +17,017 +10%
CAM
87
Caprin Asset Management
Virginia
$22.7M -$13.8K -119 -0.1%
BFG
88
Barber Financial Group
Kansas
$22.5M +$1.27M +10,918 +6%
Charles Schwab
89
Charles Schwab
California
$22.2M +$619K +5,327 +3%
OCM
90
One Capital Management
California
$22M -$1.03M -8,867 -4%
EGP
91
Entrust Global Partners
New York
$21.9M +$21.9M +188,410 New
ZCA
92
Zeke Capital Advisors
Pennsylvania
$21.4M -$1.15M -9,920 -5%
RJA
93
Raymond James & Associates
Florida
$21.1M -$1.08M -9,270 -5%
CB
94
Commerce Bank
Missouri
$20.7M +$3.72M +32,079 +22%
SDWMA
95
Schneider Downs Wealth Management Advisors
Pennsylvania
$20.6M -$933K -8,035 -4%
GVAG
96
Great Valley Advisor Group
Delaware
$20.4M +$1.3M +11,222 +7%
RFC
97
Regions Financial Corp
Alabama
$20.2M +$4.42M +38,065 +28%
APW
98
Austin Private Wealth
Texas
$19.9M +$490K +4,224 +3%
CCM
99
Coldstream Capital Management
Washington
$19.7M +$2.67M +22,969 +16%
FPOC
100
Financial Planners of Cleveland
Ohio
$19.6M +$19.7M +169,456 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.