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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
JBW
751
Journey Beyond Wealth
Georgia
$1.35M +$1.36M +12,680 New
NA
752
Note Advisors
New York
$1.34M +$1.36M +12,620 New
FNBSF
753
First National Bank Sioux Falls
South Dakota
$1.34M
EGA
754
Eagle Global Advisors
Texas
$1.34M
CW
755
Cooksen Wealth
Texas
$1.34M +$134K +1,250 +11%
DC
756
Dorval Corp
Minnesota
$1.33M +$53.6K +499 +4%
OWP
757
ORG Wealth Partners
Texas
$1.33M +$205K +1,911 +18%
MWM
758
MorganRosel Wealth Management
Colorado
$1.33M -$246K -2,294 -16%
BRWA
759
B. Riley Wealth Advisors
Florida
$1.32M -$288K -2,676 -18%
CFO
760
Collective Family Office
Pennsylvania
$1.32M -$272K -2,528 -17%
MFGP
761
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.31M +$399K +3,714 +43%
EWM
762
Elmwood Wealth Management
California
$1.31M
WWA
763
WCG Wealth Advisors
Nevada
$1.31M +$162K +1,506 +14%
SIG
764
Spinnaker Investment Group
California
$1.3M -$426K -3,966 -24%
HWMG
765
Hurlow Wealth Management Group
Indiana
$1.29M -$26.3K -245 -2%
MPWT
766
MassMutual Private Wealth & Trust
Connecticut
$1.28M +$305K +2,838 +31%
DADC
767
D.A. Davidson & Co
Montana
$1.27M -$132K -1,224 -9%
PPP
768
Private Portfolio Partners
New Jersey
$1.27M +$7.84K +73 +0.6%
GC
769
Guidance Capital
Kentucky
$1.26M +$1.28M +11,896 New
CFA
770
Cahill Financial Advisors
Minnesota
$1.26M +$148K +1,380 +13%
SSW
771
Stone Summit Wealth
Florida
$1.26M -$5.59K -52 -0.4%
HP
772
Haven Private
Florida
$1.25M +$1.26M +11,765 New
AF
773
Arrow Financial
New York
$1.25M -$142K -1,326 -10%
YWM
774
Yardley Wealth Management
Pennsylvania
$1.24M -$4.94K -46 -0.4%
JSW
775
Journey Strategic Wealth
New Jersey
$1.24M +$392K +3,650 +46%

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.