iShares National Muni Bond ETF
1,345 hedge funds and large institutions have $32.5B invested in iShares National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 636 increasing their positions, 431 reducing their positions, and 116 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 636 | Existing positions reduced: 431
1% less capital invested
Capital invested by funds: $32.7B → $32.5B (-$185M)
0.66% less ownership
Funds ownership: 88.02% → 87.36% (-0.66%)
1% less funds holding in top 10
Funds holding in top 10: 118 → 117 (-1)
7% less first-time investments, than exits
New positions opened: 108 | Existing positions closed: 116
2% less funds holding
Funds holding: 1,370 → 1,345 (-25)
97% less call options, than puts
Call options by funds: $6.12M | Put options by funds: $187M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$913M |
| 2 |
Betterment LLC
New York
|
+$250M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$169M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$161M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$294M |
| 2 |
Jane Street
New York
|
-$290M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$242M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$206M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$78.4M |
MUB Hedge Fund Activity: Q2 2024 in Review
1,345 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q2 2024, worth a combined $32.5B — down 0.57% from $32.7B a quarter earlier.
Sellers outnumbered buyers: 116 funds closed out of MUB and 108 opened new positions — a net loss of 8 holders — while 431 trimmed existing stakes and 636 added.
The largest buyer was Charles Schwab, adding an estimated $913M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $294M sold.
- 1,345 institutional investors held iShares National Muni Bond ETF (MUB) as of Q2 2024, down from 1,370 in Q1 2024.
- Funds reported $32.5B of iShares National Muni Bond ETF stock for Q2 2024, down 0.57% quarter-over-quarter.
- 108 funds opened new iShares National Muni Bond ETF positions in Q2 2024 and 116 closed out, a net change of -8 holders.
- The largest iShares National Muni Bond ETF buyer in Q2 2024 was Charles Schwab, an estimated $913M added.
- The largest iShares National Muni Bond ETF seller in Q2 2024 was D.E. Shaw & Co, an estimated $294M sold.
Based on aggregated 13F filings for Q2 2024.