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iShares National Muni Bond ETF

1,161 hedge funds and large institutions have $19.1B invested in iShares National Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 477 increasing their positions, 420 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 420

6% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 97

0.94% more ownership

Funds ownership: 78.4%79.34% (+0.94%)

4% less capital invested

Capital invested by funds: $19.8B → $19.1B (-$751M)

1% less funds holding

Funds holding: 1,1731,161 (-12)

1% less funds holding in top 10

Funds holding in top 10: 9089 (-1)

82% less call options, than puts

Call options by funds: $2.37M | Put options by funds: $12.8M

Holders
1,161
Holders Change
-12
Holders Change %
-1.02%
% of All Funds
18.31%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.4%
New
103
Increased
477
Reduced
420
Closed
97
Calls
$2.37M
Puts
$12.8M
Net Calls
-$10.4M
Net Calls Change
-$9.18M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
151
Liquid Strategies
Georgia
$13.6M +$1.12M +9,904 +9%
EGP
152
Entrust Global Partners
New York
$13.4M -$7.42M -65,728 -35%
RFC
153
Regions Financial Corp
Alabama
$13.4M -$5.83M -51,657 -30%
SPIA
154
Steward Partners Investment Advisory
New York
$13.4M -$3.21M -28,432 -19%
TWM
155
Thrive Wealth Management
Pennsylvania
$13.1M +$12.8M +113,791 +1,874%
OIA
156
OneDigital Investment Advisors
Kansas
$13.1M -$597K -5,292 -4%
WCM
157
Wavelength Capital Management
Connecticut
$12.6M +$67.7K +600 +0.5%
Deutsche Bank
158
Deutsche Bank
Germany
$12.4M -$736K -6,524 -5%
TCM
159
TD Capital Management
Tennessee
$12.2M -$2.83M -25,052 -18%
Bessemer Group
160
Bessemer Group
New Jersey
$12.2M +$429K +3,799 +4%
BSSFA
161
Baron Silver Stevens Financial Advisors
Florida
$12.1M +$7.55M +66,910 +154%
BSWM
162
Boston Standard Wealth Management
Massachusetts
$12.1M -$53.2K -471 -0.4%
AIMC
163
Alley Investment Management Company
Illinois
$12M +$12.4M +109,523 New
CSWG
164
Cardinal Strategic Wealth Guidance
Kentucky
$12M -$1.82M -16,130 -13%
CIP
165
Capital Insight Partners
Arizona
$12M +$442K +3,916 +4%
FCH
166
Freestone Capital Holdings
Washington
$11.9M +$2.96M +26,210 +32%
TCM
167
Towercrest Capital Management
Pennsylvania
$11.8M -$461K -4,085 -4%
AC
168
Apella Capital
Connecticut
$11.7M -$2.81M -24,872 -19%
CI
169
CX Institutional
Indiana
$11.6M +$496K +4,392 +4%
OWA
170
One Wealth Advisors
California
$11.6M +$6.23M +55,190 +109%
B
171
Bailard
California
$11.5M -$26.5M -235,195 -69%
BC
172
Brio Consultants
California
$11.4M +$10M +88,899 +581%
CFMC
173
Curbstone Financial Management Corp
New Hampshire
$11.4M +$226K +2,000 +2%
LFS
174
Lutz Financial Services
Nebraska
$11.2M +$450K +3,990 +4%
G
175
GenTrust
Florida
$11.1M +$694K +6,150 +6%

MUB Hedge Fund Activity: Q1 2022 in Review

1,161 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q1 2022, worth a combined $19.1B — down 3.8% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new MUB positions and 97 closed out — a net gain of 6 holders — while 477 added to existing stakes and 420 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $572M. The largest seller was BlackRock, cutting an estimated $489M.

  • 1,161 institutional investors held iShares National Muni Bond ETF (MUB) as of Q1 2022, down from 1,173 in Q4 2021.
  • Funds reported $19.1B of iShares National Muni Bond ETF stock for Q1 2022, down 3.8% quarter-over-quarter.
  • 103 funds opened new iShares National Muni Bond ETF positions in Q1 2022 and 97 closed out, a net change of +6 holders.
  • The largest iShares National Muni Bond ETF buyer in Q1 2022 was Fidelity Investments, an estimated $572M added.
  • The largest iShares National Muni Bond ETF seller in Q1 2022 was BlackRock, an estimated $489M sold.

Based on aggregated 13F filings for Q1 2022.