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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
CWAF
1051
Core Wealth Advisors (Florida)
Florida
$150K
TWA
1052
TCI Wealth Advisors
Arizona
$150K +$2.55K +22 +2%
CWM
1053
Consultiva Wealth Management
Puerto Rico
$144K
GFPC
1054
Global Financial Private Client
Florida
$143K +$143K +1,229 New
TSW
1055
Thompson Siegel & Walmsley
Virginia
$127K
NFSG
1056
Newbridge Financial Services Group
Florida
$127K +$111K +954 +686%
BW
1057
Bison Wealth
Georgia
$126K -$697 -6 -0.5%
NL
1058
NVWM LLC
Pennsylvania
$124K +$124K +1,069 New
TFA
1059
Toth Financial Advisory
Virginia
$122K -$23.2K -200 -16%
TCWM
1060
Total Clarity Wealth Management
Illinois
$119K +$5.81K +50 +5%
FFA
1061
Founders Financial Alliance
North Carolina
$111K
BCV
1062
Banque Cantonale Vaudoise
Switzerland
$105K +$67.3K +580 +181%
WTA
1063
Washington Trust Advisors
Massachusetts
$105K +$105K +900 New
TCOV
1064
Trust Company of Vermont
Vermont
$104K +$104K +892 New
SMA
1065
Sage Mountain Advisors
Georgia
$103K
MM
1066
Main Management
California
$103K +$17.9K +154 +21%
CFO
1067
CVA Family Office
Colorado
$100K +$100K +861 New
BDWM
1068
Brewin Dolphin Wealth Management
Ireland
$95K
BHWM
1069
Bay Harbor Wealth Management
Maryland
$95K +$25K +215 +35%
NSB
1070
Norway Savings Bank
Maine
$93K
CG
1071
Cutler Group
California
$93K +$92.9K +800 New
MIM
1072
Macroview Investment Management
Maryland
$89K
SPA
1073
Shore Point Advisors
New Jersey
$89K +$88.7K +764 New
SCA
1074
Snowden Capital Advisors
New York
$87K +$87.1K +750 New
JMF
1075
Johnson Midwest Financial
Iowa
$86K

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.