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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
AFG
901
Altiora Financial Group
Ohio
$725K +$113K +1,050 +19%
FAM
902
Flaharty Asset Management
Florida
$724K +$103K +952 +17%
IFPL
903
Investments & Financial Planning LLC
Kentucky
$723K -$29.1K -270 -4%
PWPS
904
Pinnacle Wealth Planning Services
Ohio
$723K +$162K +1,500 +29%
Qube Research & Technologies (QRT)
905
Qube Research & Technologies (QRT)
United Kingdom
$717K +$711K +6,601 New
NPP
906
New Potomac Partners
Maryland
$715K
RA
907
Ransom Advisory
Rhode Island
$714K +$647 +6 +0.1%
ESB
908
Essex Savings Bank
Connecticut
$714K
BTI
909
Blue Trust Inc
Georgia
$704K +$380K +3,523 +114%
SAF
910
Smith Anglin Financial
Texas
$703K -$58.7K -545 -8%
PWP
911
Perfromance Wealth Partners
Illinois
$696K -$43.1K -400 -6%
NL
912
Navalign LLC
California
$686K
GD
913
Grandfield & Dodd
New York
$686K
NS
914
NBC Securities
Alabama
$674K +$144K +1,338 +27%
WFAG
915
Wescott Financial Advisory Group
Pennsylvania
$672K +$3.34K +31 +0.5%
BIA
916
Bigelow Investment Advisors
Maine
$672K -$155K -1,435 -19%
PFGIA
917
Patriot Financial Group Insurance Agency
Massachusetts
$666K -$129K -1,201 -16%
PWMAG
918
Pinnacle Wealth Management Advisory Group
New Jersey
$665K -$31.8K -295 -5%
CC
919
Capstone Capital
Nevada
$664K -$64.7K -600 -9%
1WM
920
1900 Wealth Management
Texas
$663K -$77.1K -715 -10%
WW
921
Westshore Wealth
California
$661K -$8.84K -82 -1%
NFA
922
Northwest Financial Advisors
Virginia
$659K +$60.2K +559 +10%
1SB
923
1ST Source Bank
Indiana
$653K
MWA
924
Merkkuri Wealth Advisors
New York
$648K +$18K +167 +3%
ONB
925
Old National Bancorp
Indiana
$648K -$398K -3,692 -38%

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.