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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
SFG
801
Sowa Financial Group
Rhode Island
$1.12M +$1.13M +10,474 New
GWMIA
802
Global Wealth Management Investment Advisory
Florida
$1.12M +$177K +1,648 +19%
MA
803
Mosaic Advisors
Texas
$1.11M -$31.1M -289,844 -97%
FWM
804
Forza Wealth Management
Florida
$1.11M
GLLW
805
Graves Light Lenhart Wealth
Virginia
$1.11M
LWM
806
LongView Wealth Management
Georgia
$1.1M +$64.7K +602 +6%
FPW
807
Flagship Private Wealth
Massachusetts
$1.1M -$87.6K -815 -7%
FCIM
808
Fairview Capital Investment Management
California
$1.1M -$4.31M -40,122 -80%
RB
809
Renasant Bank
Mississippi
$1.1M
TTWM
810
TCV Trust & Wealth Management
Virginia
$1.09M +$120K +1,115 +12%
WT
811
Whittier Trust
California
$1.09M +$106K +985 +11%
SWM
812
Spire Wealth Management
Virginia
$1.09M -$151K -1,402 -12%
DFG
813
Delta Financial Group
New Jersey
$1.08M +$1.09M +10,181 New
BF
814
Brucke Financial
Indiana
$1.08M +$1.09M +10,167 New
CSP
815
Cary Street Partners
Virginia
$1.08M +$1.09M +10,159 New
VCA
816
Verdence Capital Advisors
Maryland
$1.08M -$77.4K -720 -7%
OC
817
Oppenheimer & Co
New York
$1.08M -$141K -1,315 -11%
HB
818
HTLF Bank
Colorado
$1.08M
SCA
819
Stonebridge Capital Advisors
Minnesota
$1.07M -$6.66K -62 -0.6%
SSWM
820
Sheets Smith Wealth Management
North Carolina
$1.07M
VPP
821
Vertex Planning Partners
Illinois
$1.07M +$166K +1,546 +18%
HAIM
822
Hunter Associates Investment Management
Pennsylvania
$1.07M
WB
823
Webster Bank
Connecticut
$1.07M
AO
824
Advisor OS
Illinois
$1.06M +$1.07M +9,986 New
BIM
825
Breakwater Investment Management
Washington
$1.06M +$521K +4,846 +95%

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.