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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
SCM
601
SOL Capital Management
Maryland
$2M -$16.2K -150 -0.8%
AFG
602
ABLE Financial Group
Arizona
$2M +$57.1K +530 +3%
APW
603
Acima Private Wealth
Virginia
$2M +$161K +1,491 +9%
CCA
604
Checchi Capital Advisers
California
$1.99M -$108 -1 -0%
GA
605
Greenspring Advisors
Maryland
$1.98M -$79.7K -740 -4%
SHJ
606
Sharkey, Howes & Javer
Colorado
$1.95M +$19.8K +184 +1%
LFAS
607
Level Four Advisory Services
Texas
$1.93M +$11.7K +109 +0.6%
FSG
608
Financial Strategies Group
Michigan
$1.93M +$619K +5,745 +47%
MSFS
609
Main Street Financial Solutions
Pennsylvania
$1.93M +$746K +6,922 +64%
RIM
610
Redwood Investment Management
Arizona
$1.91M +$10.5K +97 +0.6%
SWM
611
Scissortail Wealth Management
Oklahoma
$1.9M -$1.6M -14,840 -100%
PPC
612
Park Place Capital
Alabama
$1.9M -$121K -1,123 -6%
LCM
613
Liberty Capital Management
Michigan
$1.9M +$12.1K +112 +0.6%
UCB
614
United Community Bank
South Carolina
$1.9M -$62.5K -580 -3%
M
615
MYeCFO
California
$1.9M -$230K -2,130 -11%
SFP
616
Sterling Financial Planning
New Jersey
$1.89M -$21K -195 -1%
IFG
617
Independent Financial Group
California
$1.87M -$27.5K -255 -1%
SWA
618
Sax Wealth Advisors
New Jersey
$1.86M +$105K +974 +6%
SC
619
Sykon Capital
New York
$1.86M +$1.02M +9,452 +123%
CA
620
Crumly & Associates
Illinois
$1.84M +$600K +5,571 +49%
FA
621
FC Advisory
Pennsylvania
$1.84M +$134K +1,247 +8%
CA
622
Cannon Advisors
North Carolina
$1.84M +$1.82M +16,915 New
PFPT
623
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.84M -$4.96K -46 -0.3%
BMCM
624
Bryn Mawr Capital Management
Pennsylvania
$1.83M -$145K -1,350 -7%
RSWA
625
Robinson Smith Wealth Advisors
Maine
$1.83M -$17.6K -163 -1%

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.