iShares National Muni Bond ETF
1,018 hedge funds and large institutions have $17.9B invested in iShares National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 500 increasing their positions, 289 reducing their positions, and 51 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 500 | Existing positions reduced: 289
22% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 51
3% more capital invested
Capital invested by funds: $17.4B → $17.9B (+$467M)
0% less funds holding
Funds holding: 1,020 → 1,018 (-2)
3.44% less ownership
Funds ownership: 79.43% → 75.99% (-3.4%)
5% less funds holding in top 10
Funds holding in top 10: 75 → 71 (-4)
13% less call options, than puts
Call options by funds: $5.25M | Put options by funds: $6.04M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$192M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$95.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$93.2M |
| 4 |
Betterment LLC
New York
|
+$79.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$74.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFS
Weitzel Financial Services
Dubuque,
Iowa
|
-$698M |
| 2 |
Jane Street
New York
|
-$372M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$55.5M |
| 4 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$42.8M |
| 5 |
Barclays
London,
United Kingdom
|
-$42.6M |
MUB Hedge Fund Activity: Q3 2021 in Review
1,018 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q3 2021, worth a combined $17.9B — up 2.7% from $17.4B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new MUB positions and 51 closed out — a net gain of 11 holders — while 500 added to existing stakes and 289 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $192M. The largest seller was Weitzel Financial Services, cutting an estimated $698M.
- 1,018 institutional investors held iShares National Muni Bond ETF (MUB) as of Q3 2021, down from 1,020 in Q2 2021.
- Funds reported $17.9B of iShares National Muni Bond ETF stock for Q3 2021, up 2.7% quarter-over-quarter.
- 62 funds opened new iShares National Muni Bond ETF positions in Q3 2021 and 51 closed out, a net change of +11 holders.
- The largest iShares National Muni Bond ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $192M added.
- The largest iShares National Muni Bond ETF seller in Q3 2021 was Weitzel Financial Services, an estimated $698M sold.
Based on aggregated 13F filings for Q3 2021.