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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
PTC
601
Philadelphia Trust Company
Pennsylvania
$2.19M
JJBC
602
James J. Burns & Company
New York
$2.19M -$565K -5,263 -20%
SYBT
603
Stock Yards Bank & Trust
Kentucky
$2.19M +$893K +8,311 +68%
TWP
604
Triad Wealth Partners
Kansas
$2.17M +$82.6K +769 +4%
BBHC
605
Brown Brothers Harriman & Co
New York
$2.17M +$68.2K +635 +3%
SCM
606
SOL Capital Management
Maryland
$2.17M +$205K +1,910 +10%
IWA
607
IBEX Wealth Advisors
New Jersey
$2.16M +$2.18M +20,305 New
CCM
608
Cambridge Capital Management
Illinois
$2.16M -$172K -1,604 -7%
JWS
609
Juncture Wealth Strategies
Arizona
$2.15M -$594K -5,532 -22%
SWA
610
Strategies Wealth Advisors
Michigan
$2.14M -$643K -5,984 -23%
TA
611
TPG Advisors
Illinois
$2.14M -$240K -2,230 -10%
RWS
612
Retirement Wealth Solutions
Wisconsin
$2.14M +$2.18M +20,249 New
VWA
613
Visionary Wealth Advisors
Illinois
$2.14M +$23.7K +221 +1%
JFG
614
Jefferies Financial Group
New York
$2.13M
ECG
615
EPIQ Capital Group
California
$2.11M +$3.87K +36 +0.2%
EWA
616
EverSource Wealth Advisors
Alabama
$2.11M -$86.2K -802 -4%
BCG
617
Breakwater Capital Group
New Jersey
$2.11M -$699K -6,503 -25%
APW
618
Acima Private Wealth
Virginia
$2.09M +$126K +1,175 +6%
SWA
619
Safir Wealth Advisors
New Hampshire
$2.09M -$47.3K -440 -2%
FHA
620
Flagship Harbor Advisors
Massachusetts
$2.08M +$491K +4,566 +31%
EFG
621
Ethos Financial Group
Pennsylvania
$2.08M +$1.64M +15,229 +355%
CFA
622
Capstone Financial Advisors
Illinois
$2.07M -$32.4K -302 -2%
RIM
623
Redwood Investment Management
Arizona
$2.02M +$187K +1,745 +10%
KPP
624
Kings Path Partners
Texas
$2M -$30.8K -287 -2%
FWP
625
Forefront Wealth Partners
Texas
$1.99M +$2.01M +18,711 New

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.