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iShares National Muni Bond ETF

1,523 hedge funds and large institutions have $37.3B invested in iShares National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 655 increasing their positions, 466 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 74

41% more repeat investments, than reductions

Existing positions increased: 655 | Existing positions reduced: 466

11% more funds holding in top 10

Funds holding in top 10: 109121 (+12)

9% more funds holding

Funds holding: 1,3961,523 (+127)

8% more capital invested

Capital invested by funds: $34.6B → $37.3B (+$2.63B)

1.7% more ownership

Funds ownership: 87.82%89.52% (+1.7%)

49% less call options, than puts

Call options by funds: $74.3M | Put options by funds: $144M

Holders
1,523
Holders Change
+127
Holders Change %
+9.1%
% of All Funds
20.06%
Holding in Top 10
121
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.01%
% of All Funds
1.59%
New
226
Increased
655
Reduced
466
Closed
74
Calls
$74.3M
Puts
$144M
Net Calls
-$70.2M
Net Calls Change
-$78.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
251
Founders Financial Securities
Maryland
$11.4M +$489K +4,550 +4%
ACA
252
Aptus Capital Advisors
Alabama
$11.4M +$4.52M +42,038 +64%
NAS
253
Nicolet Advisory Services
Wisconsin
$11.4M -$449K -4,182 -4%
HI
254
Horizon Investments
North Carolina
$11.4M +$492K +4,582 +4%
MWAM
255
Manhattan West Asset Management
California
$11.4M +$777K +7,234 +7%
UF
256
Univest Financial
Pennsylvania
$11.3M +$1.09M +10,118 +11%
CIBC Private Wealth Group
257
CIBC Private Wealth Group
Georgia
$11.3M +$68.5K +638 +0.6%
GAB
258
German American Bancorp
Indiana
$11.1M +$737K +6,859 +7%
BOPW
259
Brandywine Oak Private Wealth
Pennsylvania
$11M +$1.58M +14,663 +17%
HCM
260
Hengehold Capital Management
Ohio
$10.9M +$1.28M +11,925 +13%
Kovitz Investment Group Partners
261
Kovitz Investment Group Partners
Illinois
$10.9M -$124K -1,153 -1%
BDF
262
Black Diamond Financial
Maryland
$10.9M +$4.05M +37,731 +59%
Deutsche Bank
263
Deutsche Bank
Germany
$10.7M +$1.1M +10,227 +11%
DWM
264
Dakota Wealth Management
Florida
$10.7M +$284K +2,643 +3%
AI
265
Atria Investments
North Carolina
$10.6M -$190K -1,768 -2%
CAM
266
Clarity Asset Management
Iowa
$10.5M +$172K +1,599 +2%
PWMG
267
Private Wealth Management Group
New Jersey
$10.3M -$1.45M -13,465 -12%
Renaissance Technologies
268
Renaissance Technologies
New York
$10.3M -$22.1M -205,570 -68%
Simplex Trading
269
Simplex Trading
Illinois
$10.3M -$505K -4,699 -5%
CFP
270
Catalyst Financial Partners
Massachusetts
$10.2M +$330K +3,068 +3%
2L
271
25 LLC
Missouri
$10.2M -$521K -4,845 -5%
Lazard Asset Management
272
Lazard Asset Management
New York
$10.2M
CW
273
Cook Wealth
North Carolina
$10.1M +$215K +2,003 +2%
LA
274
Lindenwold Advisors
Pennsylvania
$9.93M -$2.11M -19,664 -17%
PP
275
PDS Planning
Ohio
$9.87M +$607K +5,653 +6%

MUB Hedge Fund Activity: Q4 2024 in Review

1,523 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q4 2024, worth a combined $37.3B — up 7.6% from $34.6B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new MUB positions and 74 closed out — a net gain of 152 holders — while 655 added to existing stakes and 466 trimmed.

The largest buyer was Bank of America, adding an estimated $569M. The largest seller was Wealthfront Advisers, cutting an estimated $232M.

  • 1,523 institutional investors held iShares National Muni Bond ETF (MUB) as of Q4 2024, up from 1,396 in Q3 2024.
  • Funds reported $37.3B of iShares National Muni Bond ETF stock for Q4 2024, up 7.6% quarter-over-quarter.
  • 226 funds opened new iShares National Muni Bond ETF positions in Q4 2024 and 74 closed out, a net change of +152 holders.
  • The largest iShares National Muni Bond ETF buyer in Q4 2024 was Bank of America, an estimated $569M added.
  • The largest iShares National Muni Bond ETF seller in Q4 2024 was Wealthfront Advisers, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2024.