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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
SAM
851
Smartleaf Asset Management
Massachusetts
$861K +$72.5K +673 +9%
RWA
852
Redhawk Wealth Advisors
Minnesota
$860K +$156K +1,452 +22%
Neuberger Berman Group
853
Neuberger Berman Group
New York
$858K
EFM
854
Eley Financial Management
Vermont
$850K +$45K +418 +6%
AAG
855
Armstrong Advisory Group
Massachusetts
$849K +$108 +1 +0%
HSA
856
HBK Sorce Advisory
Pennsylvania
$849K -$27.8K -258 -3%
LFG
857
Larson Financial Group
Missouri
$846K +$627K +5,822 +296%
WN
858
Williams & Novak
California
$846K +$173K +1,601 +26%
BAM
859
Berkshire Asset Management
Pennsylvania
$839K
PFS
860
Prospera Financial Services
Texas
$836K -$69.8K -648 -8%
FIM
861
Freedom Investment Management
Connecticut
$831K -$20.8K -193 -2%
AWS
862
Aspen Wealth Strategies
Colorado
$829K -$29.1K -270 -3%
AI
863
Accredited Investors
Minnesota
$829K -$70K -650 -8%
ITB
864
Idaho Trust Bank
Idaho
$821K -$5.93K -55 -0.7%
SRB
865
Shotwell Rutter Baer
Michigan
$818K -$1.51K -14 -0.2%
CCB
866
Country Club Bank
Missouri
$816K -$14K -130 -2%
TVAMP
867
Tennessee Valley Asset Management Partners
Tennessee
$810K +$2.37K +22 +0.3%
FDDB
868
Fidelity D&D Bancorp
Pennsylvania
$809K
FA
869
FF Advisors
California
$808K -$101K -935 -11%
RPC
870
Rossmore Private Capital
Connecticut
$805K
CCG
871
Chatham Capital Group
Georgia
$805K
AWMS
872
Advocacy Wealth Management Services
Georgia
$804K +$797K +7,397 New
SIC
873
Sigma Investment Counselors
Michigan
$801K -$43.1K -400 -5%
ATC
874
Argent Trust Co
Tennessee
$794K
PJWM
875
Philip James Wealth Mangement
Georgia
$790K +$1.08K +10 +0.1%

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.