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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
EW
1101
Element Wealth
Mississippi
$52K +$348 +3 +0.7%
FAG
1102
Fortitude Advisory Group
Washington
$52K +$51.7K +445 New
National Bank of Canada
1103
National Bank of Canada
Quebec, Canada
$52K +$52.5K +452 New
LFA
1104
Level Financial Advisors
New York
$49K +$48.6K +419 New
BAM
1105
Bellevue Asset Management
Washington
$47K
OAJ
1106
Ogorek Anthony Joseph
New York
$47K
CMBA
1107
C.M. Bidwell & Associates
Hawaii
$47K +$1.16K +10 +3%
KSWA
1108
Kathleen S. Wright Associates
Pennsylvania
$47K +$46.7K +402 New
AP
1109
Atwood & Palmer
Missouri
$46K
PGAM
1110
Princeton Global Asset Management
New Jersey
$43K -$37.7K -325 -47%
GC
1111
Gould Capital
Washington
$43K +$43.1K +371 New
SFG
1112
Steward Financial Group
Texas
$43K +$43.8K +377 New
EW
1113
Evoke Wealth
California
$41K
CF
1114
Concorde Financial
Texas
$41K +$41K +353 New
HIA
1115
Harbor Investment Advisory
Maryland
$40K
BCA
1116
Bray Capital Advisors
Florida
$39K
CSB
1117
City State Bank
Iowa
$39K +$38.5K +332 New
PMFA
1118
Plante Moran Financial Advisors
Michigan
$38K -$394K -3,391 -91%
ACA
1119
Aptus Capital Advisors
Alabama
$37K
GGI
1120
Godsey & Gibb Inc
Virginia
$36K
EWM
1121
Elmwood Wealth Management
California
$36K +$36.1K +311 New
ASBI
1122
American State Bank (Iowa)
Iowa
$34.9K
BWL
1123
Bogart Wealth LLC
Virginia
$34K +$8.82K +76 +35%
LWM
1124
Liberty Wealth Management
California
$34K -$91.6K -789 -73%
FF
1125
FourThought Financial
Florida
$32K -$232 -2 -0.7%

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.