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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
TAM
876
TCP Asset Management
Ohio
$788K +$246K +2,279 +46%
GAM
877
GEM Asset Management
Michigan
$788K +$7.76K +72 +1%
WAAG
878
Wealth Alliance Advisory Group
Kansas
$787K
HNWAG
879
High Net Worth Advisory Group
Florida
$776K +$1.62K +15 +0.2%
SIA
880
Strategic Investment Advisors
Michigan
$775K +$19.5K +181 +3%
SL
881
SWMG LLC
Texas
$772K +$49.2K +457 +7%
OC
882
Oakworth Capital
Alabama
$769K +$759K +7,047 +20,726%
TCM
883
Traynor Capital Management
Pennsylvania
$769K -$113K -1,052 -13%
CG
884
CFO4Life Group
Texas
$768K +$125K +1,162 +20%
GWM
885
Graybill Wealth Management
Illinois
$767K
FSA
886
Financial Sense Advisors
California
$765K +$37.9K +352 +5%
GAM
887
Gould Asset Management
California
$764K +$62K +575 +9%
CWI
888
Conscious Wealth Investments
Florida
$762K -$2.59K -24 -0.3%
SFWA
889
Summit Financial Wealth Advisors
Louisiana
$758K
HWA
890
Hilltop Wealth Advisors
North Carolina
$749K +$349K +3,242 +89%
MLM
891
Mount Lucas Management
Pennsylvania
$749K +$34.4K +319 +5%
SWM
892
SeaCrest Wealth Management
New York
$742K
QPWM
893
Quadrant Private Wealth Management
Pennsylvania
$742K +$160K +1,483 +28%
EB
894
Eastern Bank
Massachusetts
$735K +$729K +6,765 New
TF
895
Tompkins Financial
New York
$733K -$210K -1,945 -22%
NFG
896
Nations Financial Group
Iowa
$733K -$71.3K -662 -9%
HFO
897
Heritage Family Offices
Arizona
$730K -$76.5K -710 -10%
AFG
898
Atomi Financial Group
New York
$730K +$186K +1,722 +34%
WFA
899
West Financial Advisors
Iowa
$729K
CWM
900
Certus Wealth Management
California
$727K +$23.2K +215 +3%

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.