We are live on ! Find out more
MUB icon

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
FFN
301
Focus Financial Network
Minnesota
$8.4M -$147K -1,369 -2%
GHA
302
Granite Harbor Advisors
Texas
$8.32M +$1.09M +10,141 +15%
OWCM
303
One Wealth Capital Management
Arizona
$8.28M +$8.35M +77,746 New
GWSA
304
Global Wealth Strategies & Associates
Colorado
$8.13M +$496K +4,621 +6%
SC
305
Stephens Consulting
Michigan
$8.07M -$28K -261 -0.3%
AL
306
ADE LLC
Maryland
$7.96M -$238K -2,217 -3%
IWMA
307
Ironwood Wealth Management (Arizona)
Arizona
$7.95M +$18K +168 +0.2%
BFA
308
Bragg Financial Advisors
North Carolina
$7.92M +$236K +2,196 +3%
BCM
309
Brookstone Capital Management
Illinois
$7.87M -$225K -2,097 -3%
AIM
310
Acropolis Investment Management
Missouri
$7.84M +$2.53M +23,509 +47%
Kayne Anderson Rudnick Investment Management
311
Kayne Anderson Rudnick Investment Management
California
$7.83M +$286K +2,663 +4%
AWMG
312
Alliance Wealth Management Group
New Jersey
$7.76M +$1.75M +16,335 +29%
KWM
313
Kingsview Wealth Management
Oregon
$7.73M +$2.29M +21,338 +42%
PGFC
314
Peapack-Gladstone Financial Corp
New Jersey
$7.72M +$1.26M +11,764 +19%
EFN
315
Equita Financial Network
Pennsylvania
$7.64M -$78.1K -727 -1%
OPWM
316
Oakwell Private Wealth Management
Texas
$7.58M -$98.5K -917 -1%
AFG
317
Arkansas Financial Group
Arkansas
$7.54M +$567K +5,279 +8%
FWA
318
FSM Wealth Advisors
Ohio
$7.53M +$1.35M +12,523 +21%
SB
319
Strategic Blueprint
Georgia
$7.5M +$409K +3,808 +6%
MFA
320
Mayflower Financial Advisors
Massachusetts
$7.48M +$267K +2,489 +4%
BWA
321
Burt Wealth Advisors
Maryland
$7.36M -$8.49K -79 -0.1%
SAI
322
Savvy Advisors Inc
New York
$7.35M +$3.6M +33,466 +94%
MWP
323
Moller Wealth Partners
$7.32M
Brown Advisory
324
Brown Advisory
Maryland
$7.27M -$2.18M -20,284 -23%
WP
325
WealthShield Partners
North Carolina
$7.25M -$1.66M -15,429 -18%

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.