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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
WAOI
801
Wealth Advisors of Iowa
Iowa
$982K +$974K +9,042 New
AWAG
802
ARS Wealth Advisors Group
Florida
$980K +$17.5K +162 +2%
GPW
803
Gray Private Wealth
Massachusetts
$975K +$754 +7 +0.1%
GWCM
804
Godshalk Welsh Capital Management
Pennsylvania
$972K +$199K +1,850 +26%
BWA
805
Bordeaux Wealth Advisors
California
$972K +$6.14K +57 +0.6%
STA
806
Smith Thornton Advisors
Alabama
$970K +$293K +2,720 +44%
BSB
807
Bangor Savings Bank
Maine
$968K +$91.5K +849 +11%
WAM
808
Wakefield Asset Management
Colorado
$964K +$11.5K +107 +1%
MYIA
809
Mount Yale Investment Advisors
Colorado
$964K +$1.83K +17 +0.2%
SVWG
810
Shared Vision Wealth Group
United States
$962K +$373K +3,462 +64%
GWMIA
811
Global Wealth Management Investment Advisory
Florida
$959K -$23.1K -214 -2%
RL
812
Rogco LP
Oklahoma
$958K +$7.44K +69 +0.8%
QC
813
Quadrature Capital
United Kingdom
$956K +$949K +8,806 New
AFS
814
AFG Fiduciary Services
Massachusetts
$951K +$47.1K +437 +5%
FFL
815
Financial Freedom LLC
Ohio
$946K -$6.9K -64 -0.7%
PFWA
816
Paces Ferry Wealth Advisors
Georgia
$936K +$1.4K +13 +0.2%
MFGP
817
Marshall Financial Group (Pennsylvania)
Pennsylvania
$930K +$6.36K +59 +0.7%
OFP
818
OLIO Financial Planning
Virginia
$929K +$2.26K +21 +0.2%
CF
819
Cyr Financial
Illinois
$928K +$185K +1,716 +25%
AFP
820
Alpha Financial Partners
Kentucky
$927K -$4.16M -38,576 -82%
EFG
821
Ehrlich Financial Group
California
$927K +$104K +967 +13%
DCM
822
Donaldson Capital Management
Indiana
$924K +$198K +1,840 +28%
VPP
823
Vertex Planning Partners
Illinois
$920K +$76.7K +712 +9%
EC
824
Elequin Capital
New York
$916K +$908K +8,428 New
D.E. Shaw & Co
825
D.E. Shaw & Co
New York
$912K +$905K +8,400 New

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.