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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
AIM
576
Alhambra Investment Management
Florida
$2.42M -$262K -2,437 -10%
MWP
577
Madison Wealth Partners
Wisconsin
$2.41M -$239K -2,221 -9%
LI
578
LifeWealth Investments
Florida
$2.41M +$2.43M +22,635 New
RA
579
Riversedge Advisors
Delaware
$2.41M +$88.2K +821 +4%
BFA
580
Beaumont Financial Advisors
Massachusetts
$2.4M +$153K +1,425 +7%
SGCA
581
Steel Grove Capital Advisors
Tennessee
$2.4M -$450K -4,192 -16%
VWM
582
Venturi Wealth Management
Texas
$2.39M -$85.4K -795 -3%
MA
583
Mutual Advisors
Nebraska
$2.36M -$371K -3,454 -13%
ARG
584
Advisory Resource Group
Oklahoma
$2.34M +$322K +3,001 +16%
JSA
585
Jacobson & Schmitt Advisors
Wisconsin
$2.34M -$991K -9,224 -30%
USCWA
586
U.S. Capital Wealth Advisors
Texas
$2.33M +$101K +938 +4%
HI
587
Harbour Investments
Wisconsin
$2.33M +$47.1K +438 +2%
NFP
588
Narus Financial Partners
Utah
$2.33M +$582K +5,415 +33%
MW
589
Maia Wealth
Colorado
$2.31M +$185K +1,719 +9%
SIM
590
Synergy Investment Management
Florida
$2.3M +$2.32M +21,593 New
SAM
591
Strive Asset Management
Ohio
$2.28M +$2.3M +21,426 New
NB
592
Nicolet Bankshares
Wisconsin
$2.28M +$1.67M +15,553 +265%
CWS
593
Cypress Wealth Services
California
$2.26M -$150K -1,394 -6%
MCC
594
Money Concepts Capital
Florida
$2.25M -$54.4K -506 -2%
MWM
595
Maridea Wealth Management
New York
$2.25M +$2.27M +21,124 New
SWG
596
Summit Wealth Group
Vermont
$2.24M
GWM
597
Grand Wealth Management
Michigan
$2.22M +$451K +4,197 +25%
FTS
598
Fifth Third Securities
Ohio
$2.21M +$59.3K +552 +3%
BC
599
Bowman & Company
Wisconsin
$2.2M +$2.22M +20,677 New
PSA
600
Plum Street Advisors
Louisiana
$2.2M -$16.4K -153 -0.7%

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.