iShares National Muni Bond ETF
1,164 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, 479 increasing their positions, 421 reducing their positions, and 97 closing their positions.
16% more capital inflows, than outflows
Capital inflows: $2.69B | Capital outflows: $2.31B
14% more repeat investments, than reductions
Existing positions increased: 479 | Existing positions reduced: 421
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%)
1% less funds holding
Funds holding: 1,176 → 1,164 (-12)
1% less funds holding in top 10
Funds holding in top 10: 90 → 89 (-1)
82% less call options, than puts
Call options by funds: $2.37M | Put options by funds: $12.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$572M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$229M |
| 3 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$107M |
| 4 |
Morgan Stanley
New York
|
+$95.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$88.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$489M |
| 2 |
Betterment LLC
New York
|
-$317M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
-$239M |
| 4 |
JP Morgan Chase
New York
|
-$152M |
| 5 |
Jane Street
New York
|
-$120M |
MUB Hedge Fund Activity: Q1 2022 in Review
1,164 of the 6,364 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 4% 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 479 added to existing stakes and 421 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $572M. The largest seller was BlackRock, cutting an estimated $489M.
- 1,164 institutional investors held iShares National Muni Bond ETF (MUB) as of Q1 2022, down from 1,176 in Q4 2021.
- Funds reported $19.1B of iShares National Muni Bond ETF stock for Q1 2022, down 4% 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.