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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
FCM
851
Family Capital Management
Michigan
$975K +$125K +1,167 +15%
HCM
852
Howard Capital Management
Georgia
$969K -$12.8K -119 -1%
CF
853
Cyr Financial
Illinois
$968K +$57.7K +537 +6%
PCS
854
Private Client Services
Kentucky
$967K -$87.8K -817 -8%
EW
855
Elyxium Wealth
California
$966K +$99.4K +925 +11%
BWA
856
Bordeaux Wealth Advisors
California
$961K +$8.49K +79 +0.9%
NP
857
Nilsine Partners
Colorado
$960K -$68.5K -638 -7%
GPW
858
Gray Private Wealth
Massachusetts
$957K +$967 +9 +0.1%
STA
859
Smith Thornton Advisors
Alabama
$951K
WAM
860
Wakefield Asset Management
Colorado
$950K +$4.41K +41 +0.5%
4WM
861
4J Wealth Management
Virginia
$950K -$79.9K -744 -8%
PB
862
Pinnacle Bancorp
Nebraska
$948K -$247K -2,302 -21%
GWS
863
Greykasell Wealth Strategies
California
$945K +$952K +8,864 New
EFG
864
Ehrlich Financial Group
California
$943K +$33.8K +315 +4%
Qube Research & Technologies (QRT)
865
Qube Research & Technologies (QRT)
United Kingdom
$942K +$241K +2,239 +34%
AFS
866
AFG Fiduciary Services
Massachusetts
$941K +$7.09K +66 +0.7%
WMN
867
Wealth Management Nebraska
Nebraska
$937K +$945K +8,795 New
DSC
868
Duncker Streett & Co
Missouri
$937K -$342K -3,181 -27%
DCM
869
Donaldson Capital Management
Indiana
$935K +$28.8K +268 +3%
Neuberger Berman Group
870
Neuberger Berman Group
New York
$930K +$90K +838 +11%
WWA
871
Wingate Wealth Advisors
Massachusetts
$929K +$936K +8,716 New
RFP
872
Root Financial Partners
California
$922K +$573K +5,332 +161%
TCM
873
Twele Capital Management
Minnesota
$914K +$32.2K +300 +4%
BP
874
Ballentine Partners
Massachusetts
$909K +$917K +8,532 New
FFL
875
Financial Freedom LLC
Ohio
$909K -$18.7K -174 -2%

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.