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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
RL
876
Rogco LP
Oklahoma
$907K -$33.6K -313 -4%
LCM
877
Leisure Capital Management
California
$907K +$914K +8,509 New
PFBT
878
Parkside Financial Bank & Trust
Missouri
$901K +$414K +3,852 +84%
PFWA
879
Paces Ferry Wealth Advisors
Georgia
$898K -$20.2K -188 -2%
AI
880
Arrien Investments
Idaho
$898K -$221K -2,059 -20%
WHCI
881
W.H. Cornerstone Investments
Massachusetts
$893K +$44K +410 +5%
GAM
882
Gould Asset Management
California
$891K +$142K +1,325 +19%
CAC
883
Certified Advisory Corp
Florida
$890K +$1.5K +14 +0.2%
KP
884
Keel Point
Alabama
$889K +$18K +168 +2%
EWS
885
Evergreen Wealth Solutions
Pennsylvania
$886K -$436K -4,062 -33%
CBT
886
Crews Bank & Trust
Florida
$884K +$892K +8,300 New
TFM
887
TFC Financial Management
Massachusetts
$881K +$888K +8,268 New
DWM
888
DecisionMap Wealth Management
Virginia
$880K +$888K +8,263 New
SIA
889
Spectrum Investment Advisors
Wisconsin
$879K -$9.88K -92 -1%
AC
890
AIFG Consultants
New York
$879K -$2.76M -25,688 -76%
WAL
891
W Advisors LLC
Tennessee
$877K -$145K -1,345 -14%
PWA
892
Physician Wealth Advisors
Utah
$876K -$195K -1,813 -18%
LKBC
893
L.K. Benson & Company
Maryland
$874K +$881K +8,200 New
AC
894
ASB Consultores
Florida
$869K -$8.06K -75 -0.9%
GM
895
GeoWealth Management
Illinois
$867K +$332K +3,091 +61%
MFG
896
Midwest Financial Group
Kansas
$866K +$4.62K +43 +0.5%
ACG
897
Allen Capital Group
Nebraska
$864K -$104K -969 -11%
FIM
898
Freedom Investment Management
Connecticut
$863K +$48.6K +452 +6%
Members Trust
899
Members Trust
Florida
$860K
First Manhattan
900
First Manhattan
New York
$855K +$863K +8,029 New

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.