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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
FCI
426
Financial Counselors Inc
Kansas
$4.46M +$867K +8,073 +24%
HIP
427
HUB Investment Partners
Texas
$4.45M -$195K -1,814 -4%
HWM
428
Hohimer Wealth Management
Washington
$4.3M +$4.33M +40,336 New
CW
429
CreativeOne Wealth
Kansas
$4.29M +$565K +5,260 +15%
FBFS
430
First Business Financial Services
Wisconsin
$4.28M +$4.31M +40,162 New
BHWM
431
Beaird Harris Wealth Management
Texas
$4.27M -$275K -2,555 -6%
OAP
432
One Advisory Partners
Kansas
$4.26M +$50.5K +470 +1%
PTC
433
Private Trust Company
Ohio
$4.26M -$434K -4,036 -9%
CPIG
434
Chicago Partners Investment Group
Illinois
$4.24M +$687K +6,392 +19%
HPFG
435
Hart & Patterson Financial Group
Massachusetts
$4.23M +$570K +5,304 +15%
AFA
436
Avant Financial Advisors
Texas
$4.16M +$4.19M +39,002 New
AIP
437
Ameritas Investment Partners
Nebraska
$4.13M +$76.3K +710 +2%
FAIM
438
Financial Advocates Investment Management
Washington
$4.11M -$128K -1,192 -3%
JIC
439
Joel Isaacson & Co
New York
$4.11M +$526K +4,892 +15%
MLA
440
My Legacy Advisors
Oregon
$4.1M +$113K +1,050 +3%
OP
441
ORG Partners
Indiana
$4.09M +$5.69K +53 +0.1%
CFP
442
Cascade Financial Partners
California
$4.09M -$532K -4,949 -11%
CAG
443
Csenge Advisory Group
Florida
$4.09M +$1.07M +9,971 +35%
MWM
444
Mission Wealth Management
California
$4.05M -$6.34K -59 -0.2%
BFS
445
Bare Financial Services
Pennsylvania
$4.05M +$845K +7,867 +26%
CFMC
446
Curbstone Financial Management Corp
New Hampshire
$4.04M +$16.1K +150 +0.4%
SFG
447
SevenBridge Financial Group
Pennsylvania
$4.02M -$72.5K -675 -2%
JGCM
448
Joseph Group Capital Management
Ohio
$4M -$179K -1,664 -4%
SA
449
Sovran Advisors
California
$3.95M +$4.03M +37,496 New
AIA
450
Armor Investment Advisors
North Carolina
$3.94M +$681K +6,337 +21%

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.