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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
RG
1151
Retirement Group
California
$11K
AWM
1152
Aspire Wealth Management
Massachusetts
$11K +$11.3K +97 New
KCM
1153
KRS Capital Management
Michigan
$11K +$11.6K +100 New
PWMG
1154
Prestige Wealth Management Group
New Jersey
$9K
ADL
1155
Asset Dedication LLC
California
$7K +$6.39K +55 +458%
MP
1156
McDonald Partners
Ohio
$6.74K -$306K -2,632 -98%
ACM
1157
Absolute Capital Management
Pennsylvania
$6.74K +$6.73K +58 New
EWM
1158
Edge Wealth Management
New York
$6K
FMII
1159
Farmers & Merchants Investments Inc
Nebraska
$5K -$4.53K -39 -47%
BFC
1160
Bedel Financial Consulting
Indiana
$5K
LPWM
1161
Lake Point Wealth Management
Texas
$5K
IF
1162
Integrity Financial
Wyoming
$5K +$4.88K +42 New
PCFFS
1163
Pacific Center for Financial Services
California
$3K
TFGT
1164
TS Financial Group (TSFG)
Illinois
$3K
SQA
1165
Simon Quick Advisors
New Jersey
$3K +$116 +1 +4%
GWSG
1166
GPS Wealth Strategies Group
Colorado
$3K +$2.55K +22 New
CA
1167
Clearstead Advisors
Ohio
$3K +$2.67K +23 New
AWA
1168
Amplius Wealth Advisors
Pennsylvania
$3K +$3.83K +33 New
RTC
1169
Riverview Trust Company
Washington
$2.15K
FCB
1170
First Command Bank
Texas
$2K
FCFS
1171
First Command Financial Services
Texas
$2K
FFA
1172
Freedman Financial Associates
Massachusetts
$2K
GAM
1173
Gemmer Asset Management
California
$2K
HWM
1174
Holloway Wealth Management
Florida
$1K
GEA
1175
Glen Eagle Advisors
New Jersey
$353

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.