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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
NB
976
Nicolet Bankshares
Wisconsin
$267K
TF
977
Theory Financial
Colorado
$267K +$266K +2,294 New
WFA
978
Wipfli Financial Advisors
Wisconsin
$267K -$30.1K -259 -10%
RC
979
Rovin Capital
Arizona
$265K +$13.8K +119 +6%
SFG
980
Sunburst Financial Group
Alabama
$264K +$263K +2,268 New
PWM
981
PBMares Wealth Management
Virginia
$261K -$120K -1,036 -32%
WT
982
Washington Trust
Rhode Island
$259K -$105K -900 -29%
VNIM
983
Vaughan Nelson Investment Management
Texas
$257K +$29K +250 +13%
VIM
984
Vista Investment Management
Pennsylvania
$254K -$581 -5 -0.2%
TWM
985
Trinity Wealth Management
Pennsylvania
$254K +$4.88K +42 +2%
CYG
986
Clean Yield Group
Vermont
$252K -$50.3K -433 -17%
SFPM
987
Sensible Financial Planning & Management
Massachusetts
$252K
F
988
F3Logic
Minnesota
$250K -$31.7K -273 -11%
BO
989
Bank OZK
Arkansas
$249K -$419K -3,612 -63%
DBRC
990
D.B. Root & Company
Pennsylvania
$249K -$237K -2,037 -49%
TW
991
Transform Wealth
Colorado
$248K +$248K +2,134 New
DFG
992
Demars Financial Group
Washington
$244K
AM
993
Atwater Malick
Pennsylvania
$243K
DCM
994
DGS Capital Management
New Jersey
$243K +$242K +2,088 New
AWC
995
Abundance Wealth Counselors
Pennsylvania
$242K +$242K +2,081 New
MWPCG
996
Measured Wealth Private Client Group
New Hampshire
$240K
RHP
997
Royal Harbor Partners
Texas
$240K
IF
998
IRON Financial
Illinois
$240K +$116 +1 +0%
FSG
999
Financial Strategies Group
Michigan
$240K +$240K +2,065 New
BF
1000
Brooklyn FI
New York
$239K +$239K +2,057 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.