We are live on ! Find out more
MUB icon

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
RFG
1201
Range Financial Group
Oregon
-$314K -2,707 Closed
IDA
1202
Intelligence Driven Advisers
California
-$288K -2,484 Closed
MW
1203
Marcum Wealth
Ohio
-$282K -2,425 Closed
MFG
1204
Magnus Financial Group
New York
-$280K -2,410 Closed
T
1205
TRUADVICE
Florida
-$258K -2,225 Closed
SF
1206
Symphony Financial
Texas
-$251K -2,163 Closed
LA
1207
Legacy Advisors
Pennsylvania
-$248K -2,137 Closed
DY
1208
Dowling & Yahnke
California
-$247K -2,128 Closed
RWP
1209
Ridgecrest Wealth Partners
California
-$243K -2,090 Closed
UWPG
1210
Ullmann Wealth Partners Group
Florida
-$232K -2,000 Closed
JIC
1211
Joel Isaacson & Co
New York
-$225K -1,935 Closed
RVPG
1212
Relative Value Partners Group
-$220K -1,896 Closed
LWA
1213
Lineweaver Wealth Advisors
Ohio
-$219K -1,888 Closed
VWM
1214
Vigilare Wealth Management
Arizona
-$209K -1,800 Closed
GW
1215
GW & Wade
Massachusetts
-$208K -1,787 Closed
KFGK
1216
Keystone Financial Group (Kentucky)
Kentucky
-$203K -1,748 Closed
GPA
1217
Guidance Point Advisors
Massachusetts
-$149K -1,291 Closed
BMD
1218
Better Money Decisions
New Mexico
-$116K -1,000 Closed
FA
1219
Flagstar Advisors
New York
-$94K -811 Closed
JPLA
1220
Joseph P. Lucia & Associates
New York
-$42K -360 Closed
KIG
1221
Kowal Investment Group
Wisconsin
-$30K -261 Closed
CICI
1222
Capital Investment Counsel Inc
North Carolina
-$26K -222 Closed
PCA
1223
Providence Capital Advisors
North Carolina
-$17K -144 Closed
CWC
1224
Carolinas Wealth Consulting
North Carolina
-$12K -108 Closed
OSAM
1225
O'Shaughnessy Asset Management
Connecticut
-$5K -40 Closed

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.