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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
VAG
376
Vannoy Advisory Group
Texas
$5.77M +$274K +2,546 +5%
PCM
377
Passive Capital Management
Maryland
$5.76M -$624K -5,804 -10%
CWM
378
Connecticut Wealth Management
Connecticut
$5.73M -$238K -2,213 -4%
FNT
379
First National Trust
Pennsylvania
$5.72M -$774K -7,204 -12%
ACM
380
AUA Capital Management
Pennsylvania
$5.7M -$30.8K -287 -0.5%
CIAS
381
CFS Investment Advisory Services
New Jersey
$5.62M -$381K -3,544 -6%
AFP
382
Alpha Financial Partners
Kentucky
$5.61M +$4.74M +44,114 +517%
EWM
383
Empirical Wealth Management
Washington
$5.59M -$105K -978 -2%
PWP
384
Precedent Wealth Partners
Texas
$5.56M +$61.5K +572 +1%
NC
385
NewSquare Capital
Pennsylvania
$5.51M +$94.8K +882 +2%
FLA
386
Financial Life Advisors
Texas
$5.46M +$114K +1,065 +2%
HCC
387
Hirtle Callaghan & Co
Pennsylvania
$5.43M
SFG
388
Somnio Financial Group
Connecticut
$5.4M +$154K +1,430 +3%
PIMG
389
Patriot Investment Management Group
Tennessee
$5.27M +$99.7K +928 +2%
DIA
390
Davidson Investment Advisors
Montana
$5.27M -$462K -4,303 -8%
GGS
391
Galvin Gaustad & Stein
Arizona
$5.25M +$157K +1,461 +3%
W
392
WealthCollab
Washington
$5.24M +$578K +5,384 +12%
NGA
393
Naples Global Advisors
Florida
$5.23M +$796K +7,410 +18%
TVM
394
True Vision MN
Minnesota
$5.19M +$306K +2,847 +6%
BWM
395
BCGM Wealth Management
Indiana
$5.16M +$583K +5,431 +13%
AG
396
Ascent Group
Virginia
$5.12M +$695K +6,468 +16%
PWM
397
Proathlete Wealth Management
Florida
$5.09M +$529K +4,928 +11%
FFG
398
Fiduciary Financial Group
California
$5.09M -$109K -1,010 -2%
KPWS
399
Kestra Private Wealth Services
Texas
$5.07M +$239K +2,223 +5%
MWA
400
Motive Wealth Advisors
Michigan
$5.02M -$105K -974 -2%

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.