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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
BCA
826
Ballentine Capital Advisors
South Carolina
$906K
SIA
827
Spectrum Investment Advisors
Wisconsin
$906K +$1.72K +16 +0.2%
CAC
828
Certified Advisory Corp
Florida
$906K +$15.8K +147 +2%
XF
829
XML Financial
Maryland
$906K +$168K +1,562 +23%
PI
830
PFG Investments
New York
$904K +$39.1K +363 +5%
HCM
831
Highview Capital Management
Illinois
$903K
TCM
832
Twele Capital Management
Minnesota
$899K -$267K -2,481 -23%
MIA
833
MainStreet Investment Advisors
Illinois
$899K -$136K -1,265 -13%
PJSIMP
834
P.J. Schmidt Investment Management (PJS)
Wisconsin
$898K +$203K +1,881 +29%
AC
835
ASB Consultores
Florida
$894K
PCA
836
Pallas Capital Advisors
Massachusetts
$893K -$9.48K -88 -1%
RCM
837
Radnor Capital Management
Pennsylvania
$889K +$882K +8,185 New
KP
838
Keel Point
Alabama
$888K +$11.9K +110 +1%
EW
839
Elyxium Wealth
California
$885K +$878K +8,146 New
MFG
840
Midwest Financial Group
Kansas
$879K +$5.82K +54 +0.7%
SVWAG
841
Sound View Wealth Advisors Group
Georgia
$879K -$43K -399 -5%
Members Trust
842
Members Trust
Florida
$877K -$26.7K -248 -3%
ODG
843
O'Dell Group
Ohio
$876K +$82.2K +763 +10%
IBOK
844
Independence Bank of Kentucky
Kentucky
$873K
CA
845
CoreCap Advisors
Michigan
$871K +$864K +8,018 New
JSW
846
Journey Strategic Wealth
New Jersey
$870K +$41.1K +381 +5%
WA
847
WBH Advisory
Maryland
$868K -$524K -4,863 -38%
FCM
848
Family Capital Management
Michigan
$867K +$105K +978 +14%
WHCI
849
W.H. Cornerstone Investments
Massachusetts
$866K -$31.4K -291 -4%
LSA
850
Lion Street Advisors
Texas
$865K +$29.4K +273 +4%

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.