iShares National Muni Bond ETF
1,129 hedge funds and large institutions have $22.2B invested in iShares National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 451 increasing their positions, 448 reducing their positions, and 104 closing their positions.
1% more repeat investments, than reductions
Existing positions increased: 451 | Existing positions reduced: 448
0.05% more ownership
Funds ownership: 81.04% → 81.09% (+0.05%)
2% less first-time investments, than exits
New positions opened: 102 | Existing positions closed: 104
1% less funds holding in top 10
Funds holding in top 10: 98 → 97 (-1)
2% less funds holding
Funds holding: 1,154 → 1,129 (-25)
5% less capital invested
Capital invested by funds: $23.5B → $22.2B (-$1.23B)
79% less call options, than puts
Call options by funds: $6.23M | Put options by funds: $30.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$557M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$354M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$183M |
| 4 |
Bank of New York Mellon
New York
|
+$152M |
| 5 |
FWI
Facet Wealth Inc
Baltimore,
Maryland
|
+$82.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$364M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$346M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$295M |
| 4 |
Jane Street
New York
|
-$229M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$163M |
MUB Hedge Fund Activity: Q3 2022 in Review
1,129 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q3 2022, worth a combined $22.2B — down 5.2% from $23.5B a quarter earlier.
Sellers outnumbered buyers: 104 funds closed out of MUB and 102 opened new positions — a net loss of 2 holders — while 448 trimmed existing stakes and 451 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $557M. The largest seller was TIAA FSB, cutting an estimated $364M.
- 1,129 institutional investors held iShares National Muni Bond ETF (MUB) as of Q3 2022, down from 1,154 in Q2 2022.
- Funds reported $22.2B of iShares National Muni Bond ETF stock for Q3 2022, down 5.2% quarter-over-quarter.
- 102 funds opened new iShares National Muni Bond ETF positions in Q3 2022 and 104 closed out, a net change of -2 holders.
- The largest iShares National Muni Bond ETF buyer in Q3 2022 was Charles Schwab Investment Advisory, an estimated $557M added.
- The largest iShares National Muni Bond ETF seller in Q3 2022 was TIAA FSB, an estimated $364M sold.
Based on aggregated 13F filings for Q3 2022.