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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
RPCA
626
Running Point Capital Advisors
California
$1.83M +$115K +1,064 +7%
SFMG
627
Sage Financial Management Group
Virginia
$1.81M +$1.79M +16,656 New
GWM
628
Grand Wealth Management
Michigan
$1.8M +$59.5K +552 +3%
CIA
629
Capital Investment Advisors
Georgia
$1.8M -$76.6K -711 -4%
FWP
630
FAS Wealth Partners
Kansas
$1.8M +$70.9K +658 +4%
CA
631
Continuum Advisory
Idaho
$1.8M -$108 -1 -0%
MCCA
632
Mill Creek Capital Advisors
Pennsylvania
$1.79M +$1.94K +18 +0.1%
NFP
633
Narus Financial Partners
Utah
$1.78M +$239K +2,220 +16%
IA
634
IFG Advisory
Georgia
$1.78M +$307K +2,846 +21%
SIG
635
Spinnaker Investment Group
California
$1.76M -$611K -5,673 -26%
FWM
636
ForthRight Wealth Management
Georgia
$1.75M -$532K -4,936 -23%
UBV
637
United Bank (Virginia)
Virginia
$1.74M +$1.4M +13,000 +425%
ST
638
Spinnaker Trust
Maine
$1.74M
AWM
639
Abound Wealth Management
Tennessee
$1.72M +$108K +1,005 +7%
WWP
640
WR Wealth Planners
Missouri
$1.71M +$23.7K +220 +1%
KWA
641
Kingswood Wealth Advisors
California
$1.71M +$785K +7,282 +86%
TWM
642
TSA Wealth Management
Texas
$1.7M +$586K +5,441 +53%
LSA
643
Lansing Street Advisors
Pennsylvania
$1.69M +$9.27K +86 +0.6%
WPWM
644
Windward Private Wealth Management
Kansas
$1.69M -$12.8K -119 -0.8%
SCM
645
Seascape Capital Management
New Hampshire
$1.68M -$233K -2,165 -12%
MPM
646
Meritage Portfolio Management
Kansas
$1.68M -$75.8K -703 -4%
JCM
647
Jacobi Capital Management
Pennsylvania
$1.67M -$24.6K -228 -1%
TIM
648
Tortoise Investment Management
New York
$1.67M -$77.6K -720 -4%
CA
649
CV Advisors
Florida
$1.66M +$99.9K +927 +6%
DIA
650
Dean Investment Associates
Ohio
$1.66M +$5.71K +53 +0.3%

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.