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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
FCH
176
Freestone Capital Holdings
Washington
$9.56M -$149K -1,282 -2%
FTUS
177
Flow Traders U.S.
New York
$9.46M +$9.44M +81,328 New
SHWM
178
Smith & Howard Wealth Management
Georgia
$9.42M +$9.41M +81,022 New
MWM
179
Modera Wealth Management
New Jersey
$9.29M +$2.01M +17,277 +28%
ACA
180
Ackerman Capital Advisors
Texas
$9.28M -$1.28M -11,001 -12%
SF
181
Synovus Financial
Georgia
$9.26M -$169K -1,459 -2%
BCM
182
Brookstone Capital Management
Illinois
$9.23M -$688K -5,926 -7%
ANTB
183
AMG National Trust Bank
Colorado
$9.22M -$638K -5,494 -6%
FCC
184
Florin Court Capital
United Kingdom
$9.15M +$4.26M +36,700 +87%
CDIA
185
Capital Directions Investment Advisors
Georgia
$9.15M -$1.4M -12,056 -13%
SIA
186
Schechter Investment Advisors
Michigan
$9.08M +$9.07M +78,106 New
AWM
187
Avior Wealth Management
Nebraska
$9M +$1.92M +16,543 +27%
SF
188
Summit Financial
New Jersey
$8.92M -$4.87M -41,928 -35%
MG
189
Mather Group
Illinois
$8.87M +$4.65M +40,055 +111%
CISOA
190
Capital Investment Services of America
Wisconsin
$8.63M -$116K -1,000 -1%
PWM
191
Perigon Wealth Management
California
$8.63M +$417K +3,589 +5%
MWA
192
Motive Wealth Advisors
Michigan
$8.6M +$416K +3,580 +5%
KAS
193
Kestra Advisory Services
Texas
$8.55M -$2.03M -17,516 -19%
HWA
194
Heartwood Wealth Advisors
Virginia
$8.48M +$95.7K +824 +1%
Capstone Investment Advisors
195
Capstone Investment Advisors
New York
$8.48M +$8.46M +72,900 New
Cerity Partners
196
Cerity Partners
New York
$8.41M +$949K +8,173 +13%
OAP
197
One Advisory Partners
Kansas
$8.35M +$548K +4,722 +7%
FCBT
198
First Citizens Bank & Trust
North Carolina
$8.32M -$1.01M -8,688 -11%
PIMG
199
Patriot Investment Management Group
Tennessee
$8.28M +$695K +5,985 +9%
GAB
200
German American Bancorp
Indiana
$8.26M +$2.1M +18,110 +34%

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.