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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
Brown Advisory
1026
Brown Advisory
Maryland
$207K
BWS
1027
BCR Wealth Strategies
Alabama
$207K +$207K +1,779 New
RRWA
1028
Rainey & Randall Wealth Advisors
Florida
$205K +$1.16K +10 +0.6%
FWM
1029
Frontier Wealth Management
Missouri
$205K +$205K +1,765 New
GWCM
1030
Godshalk Welsh Capital Management
Pennsylvania
$203K +$203K +1,750 New
CTC
1031
Central Trust Company
Missouri
$202K +$107K +919 +113%
MCM
1032
Monarch Capital Management
Indiana
$201K
ECG
1033
Edge Capital Group
Georgia
$201K +$348 +3 +0.2%
WPC
1034
Wedmont Private Capital
Pennsylvania
$201K +$202K +1,742 New
TFF
1035
The Family Firm
Maryland
$200K +$200K +1,720 New
RP
1036
Rice Partnership
Hawaii
$198K -$113K -975 -36%
WWM
1037
Wolff Wiese Magana
California
$198K -$20.9K -180 -10%
HS
1038
Horan Securities
United States
$194K +$194K +1,672 New
AWMS
1039
Advocacy Wealth Management Services
Georgia
$193K
LB
1040
Legacy Bridge
Iowa
$187K
SAM
1041
Strategic Asset Management
Minnesota
$185K +$581 +5 +0.3%
CHA
1042
Carmichael Hill & Associates
Maryland
$185K +$51.1K +440 +38%
BA
1043
Ballast Advisors
Minnesota
$184K
IWP
1044
IAG Wealth Partners
Wisconsin
$179K +$31.1K +268 +21%
UB
1045
UMB Bank
Missouri
$171K +$171K +1,474 New
KTC
1046
Kistler-Tiffany Companies
Pennsylvania
$170K -$8.01K -69 -4%
UCB
1047
United Community Bank
South Carolina
$169K +$168K +1,450 New
HBT
1048
Hills Bank & Trust
Iowa
$160K -$14.5K -125 -8%
BAM
1049
Baldrige Asset Management
Pennsylvania
$155K
AWM
1050
AllSquare Wealth Management
New York
$150K

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.