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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
AQR Capital Management
751
AQR Capital Management
Connecticut
$1.13M
FWM
752
Forza Wealth Management
Florida
$1.13M
EFG
753
Elios Financial Group
Ohio
$1.13M +$1.12M +10,395 New
GLLW
754
Graves Light Lenhart Wealth
Virginia
$1.13M -$58.5K -543 -5%
EA
755
Efficient Advisors
Ohio
$1.13M -$73.9K -686 -6%
RB
756
Renasant Bank
Mississippi
$1.12M -$111K -1,034 -9%
SW
757
SMART Wealth
Nebraska
$1.12M +$691K +6,415 +165%
I
758
INVST
Indiana
$1.11M +$193K +1,793 +21%
SCA
759
Stonebridge Capital Advisors
Minnesota
$1.1M +$1.09M +10,140 New
LAM
760
LifePro Asset Management
California
$1.1M -$243K -2,251 -18%
HB
761
HTLF Bank
Colorado
$1.1M +$91.5K +849 +9%
SFFS
762
Stonehage Fleming Financial Services
Jersey
$1.1M
SSWM
763
Sheets Smith Wealth Management
North Carolina
$1.09M -$111K -1,030 -9%
CIAS
764
Capital Investment Advisory Services
North Carolina
$1.09M -$229K -2,122 -17%
WB
765
Webster Bank
Connecticut
$1.09M
Victory Capital Management
766
Victory Capital Management
Texas
$1.09M +$539K +5,000 +100%
HAIM
767
Hunter Associates Investment Management
Pennsylvania
$1.09M
FWM
768
Fairhaven Wealth Management
Illinois
$1.08M -$10.8K -100 -1%
PWA
769
Physician Wealth Advisors
Utah
$1.08M -$507K -4,703 -32%
CTWM
770
Cherry Tree Wealth Management
Minnesota
$1.08M -$141K -1,305 -12%
CIP
771
Cornerstone Investment Partners
Georgia
$1.08M +$71.6K +664 +7%
PCS
772
Private Client Services
Kentucky
$1.07M +$278K +2,583 +35%
PCMC
773
Private Capital Management (Colorado)
Colorado
$1.07M +$945K +8,766 +789%
AAS
774
Annex Advisory Services
Wisconsin
$1.07M -$136K -1,260 -11%
JWCA
775
J.W. Cole Advisors
Florida
$1.07M -$107K -990 -9%

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.