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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
PFA
476
Pure Financial Advisors
California
$3.45M +$208K +1,933 +6%
VT
477
Vise Technologies
New York
$3.42M +$19.7K +183 +0.6%
GBT
478
Grove Bank & Trust
Florida
$3.39M +$76.2K +707 +2%
FPAS
479
Focus Partners Advisor Solutions
Missouri
$3.39M +$2.92M +27,086 +663%
JSA
480
Jacobson & Schmitt Advisors
Wisconsin
$3.39M +$9.91K +92 +0.3%
MFG
481
Mainsail Financial Group
Washington
$3.38M +$944K +8,757 +39%
IP
482
Investment Partners
Ohio
$3.36M -$283K -2,629 -8%
AIA
483
Armor Investment Advisors
North Carolina
$3.33M +$443K +4,111 +15%
SIAP
484
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.32M +$210K +1,945 +7%
FCC
485
Florin Court Capital
United Kingdom
$3.29M +$1.8M +16,700 +123%
BFS
486
Bare Financial Services
Pennsylvania
$3.27M +$520K +4,829 +19%
D
487
Diversified
Delaware
$3.25M +$325K +3,012 +11%
DE
488
Diversified Enterprises
Delaware
$3.25M +$3.23M +29,963 New
UWPG
489
Ullmann Wealth Partners Group
Florida
$3.24M -$46.8K -434 -1%
KL
490
KWMG LLC
Kansas
$3.23M +$103K +955 +3%
SW
491
SteelPeak Wealth
California
$3.22M -$83.5K -775 -3%
LFP
492
Leeward Financial Partners
Washington
$3.22M +$57.7K +535 +2%
TF
493
Theory Financial
Colorado
$3.19M +$20.9K +194 +0.7%
PWS
494
Physician Wealth Solutions
Nevada
$3.19M +$352K +3,265 +12%
DA
495
Detalus Advisors
Missouri
$3.18M -$485K -4,502 -13%
Millennium Management
496
Millennium Management
New York
$3.16M +$466K +4,326 +17%
TWM
497
Thrive Wealth Management
Pennsylvania
$3.15M +$2.8K +26 +0.1%
TFA
498
Transamerica Financial Advisors
Florida
$3.1M -$89.8K -833 -3%
MHR
499
Matthew Hamilton Rosenberg
$3.09M +$114K +1,060 +4%
PWM
500
Paulson Wealth Management
Illinois
$3.09M +$141K +1,305 +5%

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.