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iShares National Muni Bond ETF

1,396 hedge funds and large institutions have $34.6B invested in iShares National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 649 increasing their positions, 431 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 59

51% more repeat investments, than reductions

Existing positions increased: 649 | Existing positions reduced: 431

19% more call options, than puts

Call options by funds: $55M | Put options by funds: $46.3M

7% more capital invested

Capital invested by funds: $32.5B → $34.6B (+$2.15B)

4% more funds holding

Funds holding: 1,3451,396 (+51)

0.46% more ownership

Funds ownership: 87.36%87.82% (+0.46%)

7% less funds holding in top 10

Funds holding in top 10: 117109 (-8)

Holders
1,396
Holders Change
+51
Holders Change %
+3.79%
% of All Funds
20.05%
Holding in Top 10
109
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.84%
% of All Funds
1.57%
New
123
Increased
649
Reduced
431
Closed
59
Calls
$55M
Puts
$46.3M
Net Calls
+$8.65M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
426
Financial Advocates Investment Management
Washington
$4.32M +$18.3K +170 +0.4%
OAP
427
One Advisory Partners
Kansas
$4.29M +$109K +1,013 +3%
JGCM
428
Joseph Group Capital Management
Ohio
$4.26M -$132K -1,228 -3%
IWS
429
Insight Wealth Strategies
California
$4.2M +$425K +3,948 +11%
OP
430
ORG Partners
Indiana
$4.17M -$1.54M -14,291 -27%
GFS
431
GYL Financial Synergies
Connecticut
$4.17M +$223K +2,068 +6%
MWM
432
Mission Wealth Management
California
$4.13M +$214K +1,987 +6%
AIP
433
Ameritas Investment Partners
Nebraska
$4.13M -$34.6K -321 -0.8%
SFG
434
SevenBridge Financial Group
Pennsylvania
$4.12M -$79.6K -739 -2%
CFMC
435
Curbstone Financial Management Corp
New Hampshire
$4.1M -$1.08M -10,050 -21%
MLA
436
My Legacy Advisors
Oregon
$4.1M -$62.4K -579 -2%
WIC
437
Whitegate Investment Counselors
New Hampshire
$4.05M
CAWM
438
Capital Advisors Wealth Management
Washington
$4.05M +$175K +1,625 +5%
AF
439
Advisornet Financial
Minnesota
$4.05M +$1.71M +15,878 +74%
CG
440
Clifford Group
Massachusetts
$4.01M -$293K -2,722 -7%
BFG
441
Bleakley Financial Group
New Jersey
$3.99M -$220K -2,040 -5%
CWS
442
Confluence Wealth Services
Pennsylvania
$3.98M +$719K +6,672 +22%
EB
443
Exchange Bank
California
$3.88M -$313K -2,905 -8%
KC
444
Kades & Cheifetz
Pennsylvania
$3.86M +$203K +1,887 +6%
LA
445
Lifeworks Advisors
Michigan
$3.86M +$918K +8,520 +32%
SAI
446
Savvy Advisors Inc
New York
$3.86M +$1.76M +16,295 +85%
PA
447
Parallel Advisors
California
$3.86M +$374K +3,470 +11%
LPP
448
Life Planning Partners
Florida
$3.85M +$43.2K +401 +1%
FAT
449
First American Trust
California
$3.84M +$646K +5,997 +20%
CW
450
CreativeOne Wealth
Kansas
$3.8M +$394K +3,660 +12%

MUB Hedge Fund Activity: Q3 2024 in Review

1,396 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q3 2024, worth a combined $34.6B — up 6.6% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new MUB positions and 59 closed out — a net gain of 64 holders — while 649 added to existing stakes and 431 trimmed.

The largest buyer was Bank of America, adding an estimated $213M. The largest seller was Fidelity Investments, cutting an estimated $234M.

  • 1,396 institutional investors held iShares National Muni Bond ETF (MUB) as of Q3 2024, up from 1,345 in Q2 2024.
  • Funds reported $34.6B of iShares National Muni Bond ETF stock for Q3 2024, up 6.6% quarter-over-quarter.
  • 123 funds opened new iShares National Muni Bond ETF positions in Q3 2024 and 59 closed out, a net change of +64 holders.
  • The largest iShares National Muni Bond ETF buyer in Q3 2024 was Bank of America, an estimated $213M added.
  • The largest iShares National Muni Bond ETF seller in Q3 2024 was Fidelity Investments, an estimated $234M sold.

Based on aggregated 13F filings for Q3 2024.