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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
DWMG
1076
DB Wealth Management Group
California
$86K +$464 +4 +0.5%
CWS
1077
Confluence Wealth Services
Pennsylvania
$85K +$85.1K +733 New
AA
1078
Ancora Advisors
Ohio
$84K -$630K -5,422 -88%
FCMT
1079
Founders Capital Management (Texas)
Texas
$84K -$15.1K -130 -15%
RA
1080
Rise Advisors
New York
$82.4K +$82.3K +709 New
DTIM
1081
Danda Trouve Investment Management
Kansas
$82K +$81.7K +704 New
QCG
1082
Quadrant Capital Group
Ohio
$81K +$116 +1 +0.1%
DI
1083
Disciplined Investments
Oklahoma
$76K +$116 +1 +0.2%
HCP
1084
Hexagon Capital Partners
Arkansas
$76K +$232 +2 +0.3%
CT
1085
Cambridge Trust
Massachusetts
$76K +$76.1K +655 New
MFC
1086
Mechanics Financial Corp
Ohio
$75K +$74.7K +643 New
AA
1087
AlphaCentric Advisors
Puerto Rico
$70K -$29.1K -251 -29%
SAM
1088
S.A. Mason
Michigan
$70K
SSB
1089
Sandy Spring Bank
Maryland
$66K
BLC
1090
Brown, Lisle/Cummings
Rhode Island
$64.9K +$64.8K +558 New
First Manhattan
1091
First Manhattan
New York
$63K
BWM
1092
BerganKDV Wealth Management
Minnesota
$62K -$75.5K -650 -55%
Northern Trust
1093
Northern Trust
Illinois
$59K +$647K +5,569 +12%
DAM
1094
Delta Asset Management
Tennessee
$58K
CCM
1095
Chilton Capital Management
Texas
$56K +$55.7K +480 New
WIM
1096
Westside Investment Management
California
$56K +$241K +2,075 +8%
RAM
1097
Riggs Asset Management
Pennsylvania
$55K
EK
1098
Evensky & Katz
Florida
$54K +$116 +1 +0.2%
FA
1099
Faithward Advisors
Pennsylvania
$52K
SCA
1100
Stonebridge Capital Advisors
Minnesota
$52K

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.