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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
BAAM
501
Baker Avenue Asset Management
California
$3.22M +$269K +2,502 +9%
STFP
502
Signal Tree Financial Partners
Ohio
$3.2M +$3.23M +30,071 New
TWM
503
Thrive Wealth Management
Pennsylvania
$3.2M +$113K +1,050 +4%
TFA
504
Tobias Financial Advisors
Florida
$3.19M -$283K -2,636 -8%
MFG
505
MidWestOne Financial Group
Iowa
$3.18M -$258K -2,400 -7%
KeyBank National Association
506
KeyBank National Association
Ohio
$3.14M -$539K -5,018 -15%
AWA
507
Aletheian Wealth Advisors
Washington
$3.12M +$769K +7,161 +32%
PAMG
508
Patton Albertson Miller Group
Tennessee
$3.05M -$551K -5,129 -15%
CWM
509
Congress Wealth Management
Massachusetts
$3.04M +$361K +3,364 +13%
LP
510
LGL Partners
Pennsylvania
$3.03M +$141K +1,312 +5%
PAG
511
Paladin Advisory Group
Iowa
$3.02M +$81.3K +757 +3%
WIM
512
Westside Investment Management
California
$3.02M +$582K +5,417 +24%
VCP
513
Verus Capital Partners
Arizona
$3.02M +$128K +1,193 +4%
SWM
514
Stark Wealth Management
Pennsylvania
$3.01M +$3.04M +28,269 New
PP
515
Prosperity Planning
Missouri
$2.97M
QCM
516
Quantinno Capital Management
New York
$2.96M +$41.4K +385 +1%
CA
517
Clune & Associates
Illinois
$2.96M +$2.99M +27,792 New
CGFA
518
Colton Groome Financial Advisors
North Carolina
$2.92M +$73.1K +680 +3%
IWM
519
IHT Wealth Management
Illinois
$2.91M -$715K -6,651 -20%
AWMNH
520
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.9M +$13.6K +127 +0.5%
WLIM
521
White Lighthouse Investment Management
Massachusetts
$2.89M +$125K +1,160 +4%
BMWS
522
Brady Martz Wealth Solutions
North Dakota
$2.89M +$2.95M +27,422 New
CG
523
Clifford Group
Massachusetts
$2.89M -$1.06M -9,874 -27%
CWM
524
Cornerstone Wealth Management
Missouri
$2.88M +$21.4K +199 +0.7%
PWM
525
Paulson Wealth Management
Illinois
$2.86M -$175K -1,625 -6%

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.