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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
GBT
201
Grove Bank & Trust
Florida
$8.21M +$1.28M +11,041 +19%
MWA
202
Martel Wealth Advisors
Washington
$8.2M +$338K +2,911 +4%
Marshall Wace
203
Marshall Wace
United Kingdom
$8.19M +$8.18M +70,409 New
WB
204
WesBanco Bank
West Virginia
$8.13M +$1.37M +11,789 +20%
XF
205
XML Financial
Maryland
$8.08M +$353K +3,042 +5%
AIP
206
Ameritas Investment Partners
Nebraska
$8.05M +$71.4K +615 +0.9%
RCA
207
Resonant Capital Advisors
Wisconsin
$7.97M +$2.42M +20,813 +44%
BCWM
208
Bartlett & Co Wealth Management
Ohio
$7.91M +$420K +3,616 +6%
BC
209
Bartlett & Co
Ohio
$7.91M +$420K +3,616 +6%
SC
210
Slow Capital
California
$7.9M -$32K -276 -0.4%
CA
211
Cetera Advisors
Colorado
$7.9M +$1.07M +9,203 +16%
RI
212
Rinkey Investments
California
$7.88M +$7.93M +68,277 New
WFS
213
Weitzel Financial Services
Iowa
$7.84M +$850K +7,319 +12%
VC
214
Veery Capital
Delaware
$7.83M +$117K +1,008 +2%
OFP
215
OLIO Financial Planning
Virginia
$7.78M +$7.77M +66,886 New
CCM
216
Condor Capital Management
New Jersey
$7.75M +$420K +3,615 +6%
CCM
217
Crabel Capital Management
California
$7.71M +$6.04M +52,053 +366%
CCG
218
Cypress Capital Group
Florida
$7.7M -$1.69M -14,552 -18%
LNC
219
Lincoln National Corp
Pennsylvania
$7.68M +$1.09M +9,402 +17%
AAS
220
Avantax Advisory Services
Texas
$7.54M +$732K +6,302 +11%
VWM
221
Venturi Wealth Management
Texas
$7.46M +$284K +2,442 +4%
VC
222
Vicus Capital
Pennsylvania
$7.44M -$226K -1,948 -3%
MWP
223
Madison Wealth Partners
Wisconsin
$7.38M -$59.6K -513 -0.8%
IWP
224
Insight Wealth Partners
Texas
$7.37M +$239K +2,062 +3%
MWM
225
Mattern Wealth Management
Kansas
$7.29M -$73.3K -631 -1%

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.