We are live on ! Find out more
MUB icon

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
UBS Group
26
UBS Group
Switzerland
$280M -$13.5M -125,748 -5%
AssetMark Inc
27
AssetMark Inc
California
$277M +$15.6M +145,508 +6%
Jane Street
28
Jane Street
New York
$239M +$230M +2,143,876 +2,199%
Mariner
29
Mariner
Kansas
$206M +$24.3M +226,353 +13%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$194M -$18.3M -170,662 -9%
MML Investors Services
31
MML Investors Services
Massachusetts
$183M +$22.7M +211,408 +14%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$173M +$13.8M +128,651 +9%
HighTower Advisors
33
HighTower Advisors
Illinois
$170M -$9.02M -83,990 -5%
AC
34
Allstate Corporation
Illinois
$168M +$89.9M +836,945 +113%
FWI
35
Facet Wealth Inc
Maryland
$165M +$9.26M +86,153 +6%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$162M +$33.2M +308,689 +26%
Ameriprise
37
Ameriprise
Minnesota
$156M +$7.46M +69,391 +5%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$145M +$145M +1,348,400 +16,052%
S
39
SignatureFD
Georgia
$143M -$895K -8,327 -0.6%
SFA
40
Sequoia Financial Advisors
Ohio
$140M +$31.1M +289,407 +28%
CIA
41
Choate Investment Advisors
Massachusetts
$136M -$11.9M -110,440 -8%
OCM
42
One Capital Management
California
$127M -$4.58M -42,591 -3%
Truist Financial
43
Truist Financial
North Carolina
$125M +$30.2M +281,364 +31%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$124M +$52.9M +492,585 +73%
AAS
45
Avantax Advisory Services
Texas
$124M +$19.5M +181,695 +19%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$121M +$9.44M +87,863 +8%
CCWA
47
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$120M +$1.79M +16,633 +2%
Goldman Sachs
48
Goldman Sachs
New York
$119M -$8.5M -79,114 -7%
Raymond James Financial
49
Raymond James Financial
Florida
$118M +$119M +1,109,733 New
Citigroup
50
Citigroup
New York
$117M +$25.6M +238,296 +28%

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.