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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
T
501
TNF
Montana
$3.09M -$2.25M -20,879 -42%
SIA
502
Schechter Investment Advisors
Michigan
$3.07M +$765K +7,103 +34%
CAG
503
Csenge Advisory Group
Florida
$3.07M +$424K +3,937 +16%
AWP
504
Avid Wealth Partners
Texas
$3.06M +$1.01M +9,347 +50%
SWIM
505
Smallwood Wealth Investment Management
New Jersey
$3.04M -$11.3K -105 -0.4%
BAAM
506
Baker Avenue Asset Management
California
$3.01M +$847K +7,858 +40%
PAG
507
Paladin Advisory Group
Iowa
$2.99M +$60.2K +559 +2%
PP
508
Prosperity Planning
Missouri
$2.99M -$2.95M -27,389 Closed
QCM
509
Quantinno Capital Management
New York
$2.98M +$640K +5,939 +28%
PA
510
Procyon Advisors
Connecticut
$2.97M -$86.2K -800 -3%
LP
511
LGL Partners
Pennsylvania
$2.95M +$55.6K +516 +2%
VCP
512
Verus Capital Partners
Arizona
$2.94M +$408K +3,789 +16%
AWMNH
513
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.94M +$216 +2 +0%
CCM
514
Crabel Capital Management
California
$2.93M +$1.42M +13,194 +96%
CWM
515
Cornerstone Wealth Management
Missouri
$2.91M +$2.91K +27 +0.1%
CGFA
516
Colton Groome Financial Advisors
North Carolina
$2.9M -$282K -2,620 -9%
SP
517
SWS Partners
Ohio
$2.9M +$10.9K +101 +0.4%
SGCA
518
Steel Grove Capital Advisors
Tennessee
$2.9M -$675K -6,265 -19%
BCG
519
Breakwater Capital Group
New Jersey
$2.85M +$60.9K +565 +2%
AWM
520
Accurate Wealth Management
Florida
$2.84M +$144K +1,340 +5%
SWA
521
Strategies Wealth Advisors
Michigan
$2.83M -$577K -5,357 -17%
WLIM
522
White Lighthouse Investment Management
Massachusetts
$2.82M +$599K +5,560 +27%
N
523
Nuveen
North Carolina
$2.82M +$2.79M +25,922 New
SF
524
Symphony Financial
Texas
$2.8M +$60.2K +559 +2%
JJBC
525
James J. Burns & Company
New York
$2.8M -$184K -1,705 -6%

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.