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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
Prudential Financial
151
Prudential Financial
New Jersey
$12.1M +$537K +4,621 +5%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$12M +$683K +5,885 +6%
CFMC
153
Curbstone Financial Management Corp
New Hampshire
$11.9M +$1.16M +10,020 +11%
WSTAM
154
Wilbanks Smith & Thomas Asset Management
Virginia
$11.8M
CI
155
CX Institutional
Indiana
$11.8M +$1.53M +13,177 +15%
LFS
156
Lutz Financial Services
Nebraska
$11.4M +$452K +3,891 +4%
JWA
157
JFS Wealth Advisors
Pennsylvania
$11.1M -$249K -2,141 -2%
IA
158
IFG Advisors
Missouri
$11.1M -$3.54M -30,496 -24%
AFS
159
Axiom Financial Strategies
Indiana
$11.1M +$12.8K +110 +0.1%
LS
160
Liquid Strategies
Georgia
$11.1M +$3.87M +33,358 +41%
CWM
161
Congress Wealth Management
Massachusetts
$11.1M +$11M +95,079 New
M&T Bank
162
M&T Bank
New York
$10.9M -$1.02M -8,823 -9%
HI
163
Hudock Inc
Pennsylvania
$10.8M +$141K +1,216 +1%
G
164
GenTrust
Florida
$10.8M +$393K +3,389 +4%
FVWA
165
Foster Victor Wealth Advisors
South Carolina
$10.5M +$974K +8,386 +10%
AllianceBernstein
166
AllianceBernstein
Tennessee
$10.3M +$347K +2,989 +3%
MFA
167
Mayflower Financial Advisors
Massachusetts
$10.3M +$427K +3,674 +4%
AI
168
Atria Investments
North Carolina
$10.2M +$4.01M +34,529 +64%
BOPW
169
Brandywine Oak Private Wealth
Pennsylvania
$10.2M +$353K +3,039 +4%
ML
170
McAdam LLC
Pennsylvania
$9.94M +$1.12M +9,682 +13%
HSG
171
Helen Stephens Group
Texas
$9.86M +$9.85M +84,801 New
SEM
172
Strategic Equity Management
Arizona
$9.8M +$9.78M +84,244 New
EWM
173
Empirical Wealth Management
Washington
$9.79M +$80.8K +696 +0.8%
SS
174
Simplicity Solutions
Minnesota
$9.76M +$6.9M +59,408 +243%
GLLW
175
Graves Light Lenhart Wealth
Virginia
$9.69M +$681K +5,865 +8%

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.