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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
BFO
351
Biltmore Family Office
North Carolina
$6.56M +$63.4K +590 +1%
PFM
352
Phillips Financial Management
Indiana
$6.55M +$220K +2,052 +3%
DWM
353
Dogwood Wealth Management
Kansas
$6.49M -$24.2K -225 -0.4%
DJSG
354
D.J. St. Germain
Massachusetts
$6.45M +$141K +1,311 +2%
FBB
355
Fulton Breakefield Broenniman
Maryland
$6.44M -$114K -1,057 -2%
KWM
356
Keebeck Wealth Management
Illinois
$6.42M +$366K +3,405 +6%
ST
357
Smithfield Trust
Pennsylvania
$6.42M -$69K -642 -1%
ASW
358
Astoria Strategic Wealth
Texas
$6.41M +$6.47M +60,201 New
CISOA
359
Capital Investment Services of America
Wisconsin
$6.38M +$26.9K +250 +0.4%
I
360
IMPACTfolio
Colorado
$6.37M +$830K +7,722 +15%
Northern Trust
361
Northern Trust
Illinois
$6.34M +$562K +5,233 +10%
WMR
362
Wealth Management Resources
Rhode Island
$6.32M -$518K -4,825 -8%
TWM
363
Trinity Wealth Management
Pennsylvania
$6.27M +$447K +4,160 +8%
EB
364
Exchange Bank
California
$6.25M +$2.46M +22,930 +64%
LPT
365
Legacy Private Trust
Wisconsin
$6.2M +$536K +4,986 +9%
CST
366
Charles Schwab Trust
Nevada
$6.13M -$5.05M -47,046 -45%
AFG
367
Atomi Financial Group
New York
$5.99M +$5.32M +49,486 +737%
FPAS
368
Focus Partners Advisor Solutions
Missouri
$5.98M +$2.68M +24,988 +80%
CFS
369
Cannon Financial Strategists
Georgia
$5.95M -$11.6K -108 -0.2%
COLIM
370
City of London Investment Management
United Kingdom
$5.95M +$3.87M +36,035 +182%
KF
371
K2 Financial
California
$5.95M +$6.06M +56,421 New
EWA
372
Exencial Wealth Advisors
Oklahoma
$5.84M -$125K -1,168 -2%
MFG
373
Merit Financial Group
Georgia
$5.82M +$601K +5,593 +11%
TW
374
Traveka Wealth
California
$5.82M -$465K -4,325 -7%
LL
375
LPWM LLC
Minnesota
$5.79M -$486K -4,523 -8%

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.