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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
GA
676
Greenspring Advisors
Maryland
$1.68M -$271K -2,527 -14%
KW
677
Keyvantage Wealth
Pennsylvania
$1.67M +$1.68M +15,631 New
SCM
678
Saxony Capital Management
Missouri
$1.66M +$1.67M +15,569 New
AFG
679
ABLE Financial Group
Arizona
$1.66M -$310K -2,881 -16%
WPWM
680
Windward Private Wealth Management
Kansas
$1.65M
TIM
681
Tortoise Investment Management
New York
$1.65M +$14.1K +131 +0.9%
TPA
682
Trivium Point Advisory
Connecticut
$1.64M +$593K +5,524 +56%
IA
683
IFG Advisors
Missouri
$1.64M +$159K +1,483 +11%
NCFG
684
New Century Financial Group
New Jersey
$1.64M +$16.7K +155 +1%
AF
685
Affiance Financial
Minnesota
$1.64M +$1.65M +15,361 New
PPC
686
Park Place Capital
Alabama
$1.63M -$230K -2,143 -12%
LIA
687
LifePlan Investment Advisors
North Carolina
$1.63M +$198K +1,844 +14%
CPP
688
Capasso Planning Partners
South Carolina
$1.63M -$644K -5,990 -28%
AWA
689
Arkadios Wealth Advisors
Georgia
$1.63M +$292K +2,716 +22%
RPCA
690
Running Point Capital Advisors
California
$1.63M -$166K -1,548 -9%
SEIA
691
Signature Estate & Investment Advisors
California
$1.62M +$664K +6,176 +68%
FNBOMD
692
First National Bank of Mount Dora
Florida
$1.62M +$155K +1,439 +10%
JCM
693
Jacobi Capital Management
Pennsylvania
$1.62M -$20.8K -194 -1%
M
694
MYeCFO
California
$1.62M -$241K -2,240 -13%
DIA
695
Dean Investment Associates
Ohio
$1.62M -$5.69K -53 -0.3%
SG
696
StoneX Group
New York
$1.62M +$374K +3,479 +30%
C
697
Croban
Ohio
$1.61M +$1.63M +15,140 New
FWM
698
ForthRight Wealth Management
Georgia
$1.61M -$107K -997 -6%
MPM
699
Meritage Portfolio Management
Kansas
$1.61M -$39.2K -365 -2%
CCM
700
Crabel Capital Management
California
$1.61M -$1.27M -11,851 -44%

MUB Hedge Fund Activity: Q4 2024 in Review

1,523 of the 7,593 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.