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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
CMBA
776
C.M. Bidwell & Associates
Hawaii
$1.06M
BA
777
Bristlecone Advisors
Washington
$1.06M
LWM
778
LongView Wealth Management
Georgia
$1.06M +$830K +7,701 +373%
Koshinski Asset Management
779
Koshinski Asset Management
Illinois
$1.06M +$22.4K +208 +2%
RBC
780
Romano Brothers & Co
Illinois
$1.06M
TPA
781
Trivium Point Advisory
Connecticut
$1.06M -$98.4K -913 -8%
4WM
782
4J Wealth Management
Virginia
$1.05M -$34.5K -320 -3%
NP
783
Nilsine Partners
Colorado
$1.05M
DC
784
Davenport & Co
Virginia
$1.04M +$14.8K +137 +1%
GT
785
Glenview Trust
Kentucky
$1.04M +$45.8K +425 +5%
WAL
786
W Advisors LLC
Tennessee
$1.04M -$102K -946 -9%
CAL
787
Capital Advisors Ltd
Ohio
$1.04M +$539 +5 +0.1%
BSTWA
788
Blake Schutter Theil Wealth Advisors
Ohio
$1.03M +$1.02M +9,437 New
EIA
789
Edgemoor Investment Advisors
Maryland
$1.02M +$378K +3,508 +60%
CW
790
Code Waechter
Florida
$1.01M +$1M +9,324 New
NAM
791
NTV Asset Management
West Virginia
$1.01M
WT
792
Whittier Trust
California
$1M
HCM
793
Howard Capital Management
Georgia
$1M -$8.19K -76 -0.8%
SWP
794
SIMA Wealth Partners
Virginia
$998K +$17.9K +166 +2%
MFG
795
Magnus Financial Group
New York
$994K +$109K +1,012 +12%
MPWT
796
MassMutual Private Wealth & Trust
Connecticut
$993K +$43.4K +403 +5%
TTWM
797
TCV Trust & Wealth Management
Virginia
$990K +$9.91K +92 +1%
LWANC
798
Laurel Wealth Advisors (North Carolina)
North Carolina
$987K +$17.9K +166 +2%
ACG
799
Allen Capital Group
Nebraska
$986K -$6.57K -61 -0.7%
SEIA
800
Signature Estate & Investment Advisors
California
$986K +$138K +1,276 +16%

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.