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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
MA
551
MCF Advisors
Kentucky
$2.67M +$1.14M +10,620 +73%
AWP
552
Avid Wealth Partners
Texas
$2.67M -$336K -3,124 -11%
CCC
553
Compass Capital Corp
Massachusetts
$2.67M +$2.7M +25,117 New
SC
554
Stephenson & Company
California
$2.64M
CMAI
555
Capital Management Associates Inc
Minnesota
$2.64M +$369K +3,431 +16%
SCA
556
Snowden Capital Advisors
New York
$2.63M -$57.6K -536 -2%
IPA
557
Investment Planning Advisors
Georgia
$2.61M +$285K +2,657 +12%
SWM
558
SigFig Wealth Management
California
$2.61M -$31.4K -292 -1%
OWA
559
Oak Wealth Advisors
Illinois
$2.59M +$2.62M +24,351 New
MWM
560
McNaughton Wealth Management
California
$2.54M +$378K +3,519 +17%
CPCP
561
Cedar Point Capital Partners
Iowa
$2.54M +$77.1K +718 +3%
UBV
562
United Bank (Virginia)
Virginia
$2.51M +$808K +7,521 +47%
LFAS
563
Level Four Advisory Services
Texas
$2.5M +$583K +5,424 +30%
FCC
564
Florin Court Capital
United Kingdom
$2.49M -$741K -6,900 -23%
HFS
565
Hoge Financial Services
Pennsylvania
$2.48M -$67.8K -631 -3%
SFP
566
Sterling Financial Planning
New Jersey
$2.48M +$625K +5,816 +33%
WF
567
Wayfinding Financial
Washington
$2.47M +$266K +2,476 +12%
JIR
568
James Investment Research
Ohio
$2.47M +$50K +465 +2%
CFC
569
Client First Capital
California
$2.46M +$107 +1 +0%
FAM
570
Forte Asset Management
New York
$2.46M -$230K -2,144 -9%
GSIAS
571
Garden State Investment Advisory Services
New Jersey
$2.45M +$32.2K +300 +1%
PP
572
PrairieView Partners
Minnesota
$2.44M +$1.17M +10,905 +91%
SHJ
573
Sharkey, Howes & Javer
Colorado
$2.43M +$525K +4,891 +27%
CIA
574
Concurrent Investment Advisors
Florida
$2.43M +$115K +1,066 +5%
FDDB
575
Fidelity D&D Bancorp
Pennsylvania
$2.42M +$1.64M +15,290 +205%

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.