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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
HWA
1126
HHM Wealth Advisors
Tennessee
$31K
SC
1127
SouthState Corp
Florida
$31K
BWA
1128
BDO Wealth Advisors
Florida
$29K
AFG
1129
Albion Financial Group
Utah
$27K
PA
1130
PSI Advisors
Florida
$27K +$232 +2 +0.9%
NIC
1131
Northwest Investment Counselors
Oregon
$27K +$26.7K +230 New
TAM
1132
Tucker Asset Management
Colorado
$23.6K
AA
1133
AlphaMark Advisors
Kentucky
$23K
MA
1134
Montag & Associates
Georgia
$23K
ACK
1135
Andrew C. Karlinski
$23K +$22.9K +197 New
AIP
1136
Ahrens Investment Partners
Louisiana
$23K +$23.2K +200 New
AA
1137
Addison Advisors
Vermont
$21K +$21.2K +183 New
HNWA
1138
Henrickson Nauta Wealth Advisors
Michigan
$21K +$21.5K +185 New
LAS
1139
Lloyd Advisory Services
Georgia
$19K +$464 +4 +3%
RCC
1140
Red Cedar Capital
Nebraska
$16K +$16K +138 New
EWM
1141
Evermay Wealth Management
Virginia
$15K +$14.7K +127 New
LS
1142
Leelyn Smith
Illinois
$14K -$697 -6 -5%
TFM
1143
TFC Financial Management
Massachusetts
$14K
SIS
1144
Sound Income Strategies
Florida
$13K
RCM
1145
Robinson Capital Management
Michigan
$12K -$1.16M -10,000 -99%
PP
1146
Pacifica Partners
Canada
$12K
LFG
1147
Larson Financial Group
Missouri
$12K +$5.69K +49 +89%
CA
1148
Cornerstone Advisory
Maryland
$12K +$11.6K +100 New
VCM
1149
Viewpoint Capital Management
Washington
$12K +$11.6K +100 New
ZIG
1150
Zullo Investment Group
Pennsylvania
$12K +$11.6K +100 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.