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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
CCMG
626
Clark Capital Management Group
Pennsylvania
$1.97M +$1.99M +18,477 New
AP
627
Appleton Partners
Massachusetts
$1.97M +$1.55M +14,387 +353%
SWA
628
Sax Wealth Advisors
New Jersey
$1.97M +$138K +1,287 +7%
FSG
629
Financial Strategies Group
Michigan
$1.96M +$70.2K +653 +4%
HW
630
Hamilton Wealth
California
$1.96M -$734K -6,834 -27%
AFP
631
Ausdal Financial Partners
Iowa
$1.96M -$21.8K -203 -1%
KWS
632
Keystone Wealth Services
California
$1.95M -$154K -1,435 -7%
CCA
633
Checchi Capital Advisers
California
$1.95M
NL
634
NWAM LLC
Washington
$1.95M -$41.9K -390 -2%
PG
635
Patten Group
Tennessee
$1.95M -$96.4K -897 -5%
FA
636
FC Advisory
Pennsylvania
$1.94M +$140K +1,305 +8%
FFA
637
First Foundation Advisors
California
$1.94M -$415K -3,867 -18%
UB
638
Umpqua Bank
Oregon
$1.92M +$355K +3,300 +22%
MSFS
639
Main Street Financial Solutions
Pennsylvania
$1.91M +$22.5K +209 +1%
BMCM
640
Bryn Mawr Capital Management
Pennsylvania
$1.9M +$105K +975 +6%
CA
641
CoreCap Advisors
Michigan
$1.9M +$1.05M +9,808 +122%
LSA
642
Lansing Street Advisors
Pennsylvania
$1.9M +$241K +2,240 +14%
SWM
643
Scissortail Wealth Management
Oklahoma
$1.87M +$1.88M +17,500 +35,714%
MIS
644
Morningstar Investment Services
Illinois
$1.86M -$17.6M -163,355 -90%
LWM
645
LJI Wealth Management
Indiana
$1.85M +$393K +3,657 +27%
AWM
646
Abound Wealth Management
Tennessee
$1.85M +$159K +1,480 +9%
IA
647
IFG Advisory
Georgia
$1.85M +$101K +943 +6%
PFPT
648
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.84M
CA
649
Crumly & Associates
Illinois
$1.83M +$25.6K +238 +1%
SJGA
650
Stephen J. Garry & Associates
New York
$1.83M +$1.41M +13,142 +326%

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.