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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
MWM
726
Meridian Wealth Management
Kentucky
$1.49M +$45.1K +420 +3%
SCG
727
Sonata Capital Group
Washington
$1.49M +$82.7K +770 +6%
PS
728
Pinney & Scofield
Massachusetts
$1.47M +$1.49M +13,830 New
WWM
729
Western Wealth Management
Colorado
$1.46M +$190K +1,767 +15%
RWA
730
Rooted Wealth Advisors
Illinois
$1.45M -$35.5K -330 -2%
EFG
731
Everhart Financial Group
Ohio
$1.44M -$322 -3 -0%
CA
732
Claro Advisors
Massachusetts
$1.43M -$51.5K -479 -3%
LPAM
733
Lodestar Private Asset Management
California
$1.42M -$87.1K -811 -6%
TFGT
734
TS Financial Group (TSFG)
Illinois
$1.42M +$36.4K +339 +3%
PFA
735
Petra Financial Advisors
Colorado
$1.41M +$62.5K +582 +5%
GC
736
Grimes & Company
Massachusetts
$1.41M +$903K +8,401 +172%
SWC
737
Spectrum Wealth Counsel
Indiana
$1.41M +$28.5K +265 +2%
AAS
738
Annex Advisory Services
Wisconsin
$1.41M +$366K +3,408 +35%
LWA
739
LifeGoal Wealth Advisors
New York
$1.41M +$1.42M +13,214 New
BDFN
740
Bond & Devick Financial Network
Minnesota
$1.39M
HS
741
Horan Securities
United States
$1.39M +$32.9K +306 +2%
PA
742
PFG Advisors
Arizona
$1.39M -$146K -1,360 -9%
AA
743
Advisory Alpha
Michigan
$1.39M +$182K +1,690 +15%
SW
744
Simplicity Wealth
New Jersey
$1.39M -$6.7M -62,405 -83%
Walleye Trading
745
Walleye Trading
New York
$1.39M +$1.4M +13,000 New
RCS
746
Retirement Capital Strategies
California
$1.37M
RIM
747
Rockbridge Investment Management
New York
$1.37M +$7.84K +73 +0.6%
FPGK
748
Financial Partners Group (Kansas)
Kansas
$1.36M +$14.2K +132 +1%
AWM
749
Apex Wealth Management
New Hampshire
$1.36M +$1.37M +12,753 New
CIM
750
Cambria Investment Management
California
$1.35M +$19.2K +179 +1%

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.