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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
PIFP
451
Partners in Financial Planning
Virginia
$3.78M -$87.9K -816 -2%
KeyBank National Association
452
KeyBank National Association
Ohio
$3.75M +$200K +1,853 +6%
HPFG
453
Hart & Patterson Financial Group
Massachusetts
$3.74M +$561K +5,208 +18%
FI
454
Financial Insights
Washington
$3.71M -$11.1K -103 -0.3%
IWM
455
IHT Wealth Management
Illinois
$3.69M +$706K +6,548 +24%
BEI
456
Benjamin Edwards Inc
Missouri
$3.69M +$3.66M +34,003 New
AC
457
AIFG Consultants
New York
$3.69M -$43K -399 -1%
BC
458
Brio Consultants
California
$3.67M +$446K +4,142 +14%
FCI
459
Financial Counselors Inc
Kansas
$3.67M +$56.3K +522 +2%
PAMG
460
Patton Albertson Miller Group
Tennessee
$3.66M
JIC
461
Joel Isaacson & Co
New York
$3.66M -$70.8K -657 -2%
WTC
462
WhitTier Trust Company
Nevada
$3.61M
IMA
463
Investment Management Associates
Colorado
$3.61M
ERIC
464
Eagle Rock Investment Company
Georgia
$3.6M -$224K -2,074 -6%
CPIG
465
Chicago Partners Investment Group
Illinois
$3.58M -$1.17M -10,858 -24%
JBA
466
Johnson Bixby & Associates
Washington
$3.58M -$343K -3,182 -9%
BCM
467
Becker Capital Management
Oregon
$3.58M +$3.55M +32,910 New
SFS
468
Sowell Financial Services
Arkansas
$3.54M -$226K -2,098 -6%
William Blair & Company
469
William Blair & Company
Illinois
$3.54M +$606K +5,627 +21%
TFA
470
Tobias Financial Advisors
Florida
$3.54M -$224K -2,076 -6%
DW
471
Durante & Waters
New York
$3.53M +$65.4K +607 +2%
MFG
472
MidWestOne Financial Group
Iowa
$3.5M +$345K +3,201 +11%
MMA
473
Miracle Mile Advisors
California
$3.5M -$121K -1,124 -3%
EFH
474
Eaton Financial Holdings
Florida
$3.47M +$3.44M +31,964 New
TFG
475
Tilson Financial Group
New Jersey
$3.47M +$3.44M +31,956 New

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.