iShares National Muni Bond ETF
1,154 hedge funds and large institutions have $23.5B invested in iShares National Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 407 increasing their positions, 489 reducing their positions, and 123 closing their positions.
23% more capital invested
Capital invested by funds: $19.1B → $23.5B (+$4.42B)
10% more funds holding in top 10
Funds holding in top 10: 89 → 98 (+9)
1.7% more ownership
Funds ownership: 79.34% → 81.04% (+1.7%)
4% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 123
1% less funds holding
Funds holding: 1,161 → 1,154 (-7)
17% less repeat investments, than reductions
Existing positions increased: 407 | Existing positions reduced: 489
90% less call options, than puts
Call options by funds: $5.42M | Put options by funds: $52.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.61B |
| 2 |
JP Morgan Chase
New York
|
+$912M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$458M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$390M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$315M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$122M |
| 2 |
CC
Centiva Capital
New York
|
-$74M |
| 3 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
-$71.4M |
| 4 |
Betterment LLC
New York
|
-$67.9M |
| 5 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$55.3M |
MUB Hedge Fund Activity: Q2 2022 in Review
1,154 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q2 2022, worth a combined $23.5B — up 23% from $19.1B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new MUB positions and 123 closed out — a net gain of 5 holders — while 407 added to existing stakes and 489 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.61B. The largest seller was Financial Engines Advisors, cutting an estimated $122M.
- 1,154 institutional investors held iShares National Muni Bond ETF (MUB) as of Q2 2022, down from 1,161 in Q1 2022.
- Funds reported $23.5B of iShares National Muni Bond ETF stock for Q2 2022, up 23% quarter-over-quarter.
- 128 funds opened new iShares National Muni Bond ETF positions in Q2 2022 and 123 closed out, a net change of +5 holders.
- The largest iShares National Muni Bond ETF buyer in Q2 2022 was Fidelity Investments, an estimated $1.61B added.
- The largest iShares National Muni Bond ETF seller in Q2 2022 was Financial Engines Advisors, an estimated $122M sold.
Based on aggregated 13F filings for Q2 2022.